AI Stocks — Daily Top 5 Moves — Page 2

2026-10-21 · WEDNESDAY · 13:11 PDT

1 Super Micro Computer SMCI · $35.57 · +9.55% Super Micro Computer rose 9.55 percent to 35.57 dollars, the largest move among the chip and AI names tracked today. After Tuesday's close the server maker lifted preliminary fiscal first-quarter revenue guidance to 18.5 to 19.5 billion dollars from 14.5 to 15.5 billion, above the 14.99 billion consensus, and raised its gross margin outlook to 12.0 to 12.5 percent. Full results are due November 3.
2 Palantir PLTR · $201.72 · +4.74% Palantir gained 4.74 percent to 201.72 dollars, leading a broad software rally as buyers returned to AI platform names. The iShares Expanded Tech-Software ETF rose about 2 percent and ServiceNow about 3 percent, per 24/7 Wall St. The move retraces part of last week's selloff over AI returns, and third-quarter results are the next test.
3 AMD AMD · $552.72 · +3.36% AMD rose 3.36 percent to 552.72 dollars. Susquehanna analyst Christopher Rolland raised his target to 620 dollars from 550 and kept a Positive rating, saying he expects modest upside in third-quarter chip results, while Super Micro's raised outlook fed through to AI server suppliers. The stock is still recovering from a 13 percent drop last week.
4 NVIDIA NVDA · $221.97 · +2.54% NVIDIA gained 2.54 percent to 221.97 dollars as SpaceX's quarterly report revived the AI trade. On the call Elon Musk said SpaceX is on track to bring about 200,000 Nvidia GB300 chips online per month through the rest of the year, and SpaceX revenue of 14.58 billion dollars beat estimates. The Nasdaq Composite closed about 1 percent higher.
5 Arm Holdings ARM · $226.59 · +2.50% Arm Holdings rose 2.50 percent to 226.59 dollars, rebounding with the broader chip group after a 13.4 percent five-session slide through Tuesday left it near a three-month low. No Arm-specific news accompanied the move; the sector was lifted by Super Micro's raised outlook and SpaceX's results. Earnings are due November 4.

2026-10-20 · TUESDAY · 13:11 PDT

1 Arm Holdings ARM · $221.06 · -3.07% Arm Holdings fell 3.07 percent to 221.06 dollars, the largest move among the technology and chip names tracked today. The drop came in a broad risk-off session: Bloomberg reported stocks falling and Treasuries gaining as AI worries returned after Korean AI cloud provider Elice flopped on its market debut. No Arm-specific news accompanied the move.
2 Meta Platforms META · $694.25 · -1.59% Meta Platforms fell about 1.6 percent as its Muse assistant drew fresh privacy scrutiny. Meta paused Muse conversation sharing after researchers at the security firm Claroc found more than 6,800 shared links through public DNS records, and RBC's chief executive said he is weighing whether to block the agent from the bank's customer data.
3 TSMC TSM · $425.29 · +1.21% TSMC rose about 1.2 percent, extending a rebound from its early-October pullback rather than trading on news of its own. Investors were still working through the third-quarter report of October 15, in which the foundry guided to roughly 44 percent full-year revenue growth in dollar terms. No fresh company announcement landed on Tuesday.
4 Oracle ORCL · $131.09 · +1.16% Oracle gained about 1.2 percent after announcing a non-binding agreement with AstraZeneca to explore using AI and real-world data to find patients eligible for clinical trials. The companies left the size, timing and commercial terms of any rollout unresolved, so the move reflects the signal rather than booked revenue.
5 Super Micro Computer SMCI · $32.47 · +1.15% Super Micro Computer rose about 1.2 percent to 32.47 dollars with no company announcement on the day. The move extended Monday's rebound in AI server makers, which had sold off the previous week, and ran counter to the broader decline in AI-linked shares on Tuesday.

2026-10-19 · MONDAY · 13:11 PDT

1 Amazon AMZN · $262.45 · +4.98% Amazon rose almost 5 percent after Morgan Stanley named the stock a top pick and raised its price target to 350 dollars from 335, citing accelerating AWS growth. It was the largest advance among the large-cap technology and chip names tracked today.
2 Palantir PLTR · $194.15 · +4.36% Palantir gained more than 4 percent after announcing a partnership with Knox Systems aimed at speeding federal software deployments into FedRAMP and IL5 accredited environments. The move recovers part of Friday's 7.2 percent drop, which traders tied to AI-related debt worries and rising Treasury yields.
3 Micron MU · $904.9 · +2.97% Micron rose about 3 percent in a sector rebound rather than on company news, after shedding roughly 15 percent last week on fears of intensifying Chinese memory competition. No fresh company announcement accompanied Monday's move.
4 Intel INTC · $92.03 · +2.43% Intel climbed after JPMorgan upgraded the stock to neutral from underweight, ending a nearly four-year bearish call while leaving its 85 dollar price target unchanged. Analyst Harlan Sur wrote that Intel's roughly 36 percent slide from its June peak had already priced in the downside. Chip stocks rebounded broadly as the 10-year Treasury yield eased.
5 TSMC TSM · $420.29 · +1.86% TSMC advanced with the wider semiconductor group, which bounced after a multi-session selloff that left the Philadelphia Semiconductor Index well below its early-October level. Analysts attributed the move to sector sentiment rather than company news; TSMC's third-quarter results and raised 2026 guidance came on October 15.

2026-10-16 · FRIDAY · 13:14 PDT

1 Super Micro Computer SMCI · $31.63 · -9.86% Super Micro closed at $31.63 against Thursday's $35.09, the deepest fall among the AI names tracked here. No company announcement landed today; the selling came out of a sector-wide retreat as investors questioned how the AI buildout gets paid for, which hit the most hardware-levered names hardest. The Nasdaq 100 lost 2.3 percent.
2 Palantir PLTR · $186.03 · -7.22% Palantir closed at $186.03 from Thursday's $200.50, under the $188.15 that marks a 10 percent fall from its October 9 record close. Enterprise software took the brunt of the AI-financing retreat: in a Yahoo Finance basket of 45 software names, 43 fell and the group shed more than $260 billion in market value.
3 Arm Holdings ARM · $227.8 · -6.94% Arm closed at $227.80 against Thursday's $244.79, falling further than the chip group around it. A Delaware jury found on Tuesday that Arm breached its architecture license with Qualcomm and violated California unfair-competition law, and closing arguments in a related bench trial over its newest architecture are due next week.
4 AMD AMD · $528.75 · -5.95% AMD closed at $528.75 from Thursday's $562.23 with no company announcement behind the move. Money rotated out of AI chip designers over the question of how AI infrastructure spending gets financed, and semiconductors fell harder than large-cap tech through the session.
5 Intel INTC · $89.85 · -5.79% Intel closed at $89.85 against Thursday's $95.37, extending the rotation out of AI chip names rather than reacting to anything the company said. Fed Chair Kevin Warsh, speaking in Bangkok, declined to signal whether rates will rise again this month and warned the road to AI-driven productivity gains will be very bumpy.

2026-10-15 · THURSDAY · 13:15 PDT

1 Oracle ORCL · $134.44 · +2.98% Oracle rose to $134.44 from Wednesday's $130.55, the biggest gain among the AI names tracked here, recovering part of the prior session's 8.8 percent slide. That drop followed a September CPI print of 3.7 percent and renewed questions about the debt funding AI data centers. Oracle's only announcement today was a partner program offering free cloud credits to AI startups.
2 Arm Holdings ARM · $244.79 · +2.85% Arm Holdings climbed to $244.79 from Wednesday's $238.01, clawing back part of a 6.8 percent fall that came with the hot September inflation print. No Arm announcement accompanied today's move, and the stock is still below the $255.24 it closed at on October 12.
3 Intel INTC · $95.37 · -2.80% Intel slid to $95.37 from $98.12, the deepest fall among the AI names tracked here, after reports that Elon Musk's Terafab is in talks with TSMC over a dedicated plant, which puts Intel's announced role as a central foundry partner in question. Wednesday's close already reflected an explosion at Intel's Kiryat Gat site in Israel. The chip benchmark has now fallen for six straight sessions.
4 Super Micro Computer SMCI · $35.09 · -1.93% Super Micro Computer fell to $35.09 from $35.78, extending a slide that has taken it down from $39.98 on October 12. No company announcement accompanied the move. AI hardware names stayed under pressure after Dell dropped about 11 percent on Wednesday on questions about when enterprise AI spending actually arrives.
5 Micron MU · $931.24 · +1.87% Micron rose to $931.24 from $914.13, clawing back part of a slide from $1,035.42 on October 8. No Micron announcement accompanied the move. ASML's results on Wednesday pointed to memory as the fastest-growing part of its system sales and warned that its planned 2027 and 2028 supply will not meet customer demand.

2026-10-14 · WEDNESDAY · 13:11 PDT

1 Oracle ORCL · $130.6 · -8.80% Oracle closed at $130.60 against Tuesday's $143.20, the deepest fall among the large US-listed AI names tracked here. September CPI landed this morning at 3.7 percent, above the 3.6 percent expected, lifting market-implied odds of an October Fed increase and the cost of the debt behind big data-center buildouts. S&P cut Oracle to BBB-, one notch above junk, in July.
2 Super Micro Computer SMCI · $35.78 · -8.42% Super Micro Computer fell to $35.78 from $39.07 as AI-server names took the brunt of the selloff. No company announcement accompanied the move: the guilty plea by a former contractor in the $2.5 billion Nvidia server diversion case was entered on October 8, and chip benchmarks have now dropped for six straight sessions.
3 Arm Holdings ARM · $238.01 · -6.81% Arm Holdings slid to $238.01 from Tuesday's $255.39 with no company announcement attached. The drop tracked a broad retreat from chip designers after the inflation print sent bond yields sharply higher, a move that weighs most on companies valued on earnings years out.
4 AMD AMD · $570.82 · -5.73% AMD fell to $570.82 from Tuesday's $605.53 without company news of its own. Reporting on the session pointed to stretched valuations, rising financing costs and Chinese competition across the sector rather than anything specific to AMD, as the hotter inflation reading revived the case for another Fed increase.
5 Intel INTC · $98.12 · -4.56% Intel closed at $98.12 against Tuesday's $102.81, the mildest of the day's five largest moves and still without company news. The whole AI complex sold off after September inflation reaccelerated to 3.7 percent from 3.4 percent in August; of the large AI names tracked here, only Apple, up 0.5 percent, finished higher.

2026-10-13 · TUESDAY · 13:16 PDT

1 Oracle ORCL · $143.27 · +4.28% Oracle posted the largest move among the large US-listed AI names tracked here, closing at $143.27 against Monday's $137.39. No company announcement accompanied the gain, and the broad tape barely moved: the Nasdaq Composite slipped 0.15 percent and the PHLX Semiconductor Index 0.23 percent. The close lifts the stock back above the $142.50 it fetched on October 2.
2 Micron MU · $953.19 · -3.62% Micron fell to $953.19 from Monday's $989.04, extending a slide that has taken it below $1,000 this month. Chinese memory maker CXMT said at a Shanghai conference on October 10 that it will ship DDR5 server modules built on a denser 4F2 cell design by year-end, a claim analysts say could pressure DRAM pricing if it reaches volume production. Chip benchmarks were little changed.
3 Meta Platforms META · $762.5 · +2.63% Meta rose to $762.50 from $742.96, a second straight gain after it launched Muse Wonder and Muse Wonder Full, its agent-focused frontier models, on October 12. Access runs through the Meta Model API and the Muse Code subscription. Mark Zuckerberg said separately on Tuesday that Meta committed hundreds of billions of dollars to AI infrastructure before knowing the bet would work.
4 Super Micro Computer SMCI · $39.07 · -2.28% Super Micro slipped to $39.07 from $39.98, a third decline for the server builder in the past four published sessions after drops of 4.5 percent on Monday and 4.8 percent on October 8. No company news accompanied the move, and semiconductor benchmarks were close to flat. The stock is now about 30 percent below its 52-week high of $56.60.
5 AMD AMD · $605.53 · +1.90% AMD rose to $605.53 from $594.24, the biggest advance among the chipmakers tracked here on a day when the PHLX Semiconductor Index slipped 0.23 percent and Micron fell 3.6 percent. No company announcement accompanied the move, which leaves the stock below the $649.42 it closed at on October 6.