AI Stocks — Daily Top 5 Moves — Page 3

2026-10-12 · MONDAY · 13:14 PDT

1 Super Micro Computer SMCI · $39.98 · -4.48% Super Micro led the decliners among large US-listed AI hardware names, closing at $39.98 against Friday's $41.85. No company announcement accompanied the move. The VanEck Semiconductor ETF was off about 1.5 percent at midday as chip and AI-infrastructure shares sold off, and the Nasdaq Composite closed down 0.4 percent while the Dow rose.
2 Arm Holdings ARM · $255.24 · -4.15% Arm fell with the chip complex, closing at $255.24 against $266.28 on Friday. The Delaware jury weighing Qualcomm's claim that Arm breached its licensing agreements deliberated about four hours on Friday without reaching a verdict and is set to resume on Tuesday, leaving the royalty dispute unresolved into a second week of trading.
3 Micron MU · $989.04 · -3.88% Micron closed at $989.04 against Friday's $1,029.00 after China's ChangXin Memory said over the weekend that it had made key progress on a 4F2 DRAM cell design, which it says cuts cell area by about a third versus the standard 6F2 layout. CXMT's president said server memory using it would ship before the end of 2026. SK Hynix and Samsung fell with it.
4 Meta Platforms META · $742.96 · +3.38% Meta was the only large gainer in the group, closing at $742.96 against Friday's $718.67, after releasing Muse Wonder, which it describes as its first frontier model, at the end of a 14-month push. Coverage from Bloomberg, Wired, TechCrunch and The Verge framed the release as putting Meta back at the front of the model race.
5 Intel INTC · $101.33 · -3.22% Intel closed at $101.33 against Friday's $104.70, falling with the semiconductor group rather than on any announcement of its own. Chief executive Lip-Bu Tan told a DBS panel on Monday that Chinese models including DeepSeek, Kimi and GLM offer capable performance at lower token cost.

2026-10-08 · THURSDAY · 13:15 PDT

1 Arm Holdings ARM · $275.29 · -6.48% Arm led the decliners among large US-listed chip names after a Financial Times report said OpenAI's annualised revenue at the end of September ran about $20bn below previously reported figures. Arm, Intel and Marvell each fell more than 6 percent as the AI trade sold off. Arm carries one of the richest multiples in the group after a steep run this year.
2 Oracle ORCL · $135.56 · -5.58% Oracle slid after the Financial Times reported that OpenAI's annualised revenue was running about $20bn below previously reported figures. Oracle is the most OpenAI-exposed name in the group: a five-year cloud agreement reported at $300bn accounts for roughly 45 percent of its $664bn backlog of contracted future revenue.
3 Intel INTC · $107.08 · -5.34% Intel fell as the chip sector sold off broadly, with 34 US semiconductor names above $10bn in market value down more than 1 percent. Rising rates and energy costs added pressure, with the 10-year Treasury yield at 5.30 percent and WTI crude up more than 5 percent. Reports that Elon Musk's Terafab venture is in talks with TSMC also weighed, as Intel had been its only named chipmaking partner.
4 Micron MU · $1035.42 · -4.83% Micron fell with the rest of the memory group as the AI chip trade sold off, with Kioxia's US-listed shares down about 7 percent. Results from Samsung and TSMC this week failed to excite investors used to torrid AI-driven growth, even though TSMC reported quarterly revenue up 51 percent. Micron still trades at one of the lowest forward multiples in the sector.
5 Super Micro Computer SMCI · $42.77 · -4.83% Super Micro fell as traders took profits on a long run in AI server hardware, with Dell and HPE also lower but by less than 2 percent. The move came alongside a broad pullback in AI infrastructure names rather than after any company announcement. The stock is still higher for the year to date.

2026-10-07 · WEDNESDAY · 13:14 PDT

1 Micron MU · $1088 · +4.06% Micron closed at 1,088 dollars, up 4.06 percent and the largest move in this group, while the major indexes slipped. No company announcement accompanied the gain. Samsung reports preliminary third-quarter results on Thursday, the first outside look at memory pricing since Micron's record quarter on September 30.
2 Super Micro Computer SMCI · $44.95 · +3.43% Super Micro Computer closed at 44.95 dollars, up 3.43 percent. Server makers rose against a falling technology tape on Wednesday, with Hewlett Packard Enterprise adding about 3 percent and Dell also higher, so the buying ran across data-center hardware rather than Super Micro alone. The company made no announcement.
3 Arm Holdings ARM · $294.37 · -2.71% Arm Holdings closed at 294.37 dollars, down 2.71 percent, the steepest fall in this group. No company announcement accompanied the move. Chip and AI-linked shares were broadly weaker on Wednesday as a renewed rise in bond yields pressured technology valuations and investors weighed whether higher borrowing costs would slow the AI buildout.
4 Meta Platforms META · $721.16 · -2.40% Meta Platforms closed at 721.16 dollars, down 2.4 percent. Technology shares came under pressure on Wednesday as rising bond yields raised questions about the cost of financing the AI buildout, and Meta, among the heaviest spenders on AI data centers, fell along with other internet and software names. The company made no announcement.
5 TSMC TSM · $472.22 · -2.09% TSMC closed at 472.22 dollars, down 2.09 percent. Elon Musk said on X that his companies will build and run the Terafab chip complex themselves and that TSMC could at most sublease part of it, knocking down reports of a TSMC operational role. Intel, whose chief executive said it remains part of the project, closed 0.55 percent higher.

2026-10-06 · TUESDAY · 13:12 PDT

1 Broadcom AVGO · $375.81 · +3.67% Broadcom closed at 375.81 dollars, up 3.67 percent and the largest gain in this group. No company announcement accompanied the move: the technology equipment sector rose about 0.7 percent and fellow custom AI chip designer Marvell added about 6 percent, so the buying was spread across the custom silicon names rather than specific to Broadcom.
2 Intel INTC · $112.49 · -3.19% Intel closed at 112.49 dollars, down 3.19 percent and the only sizeable decline here. It was a second straight drop tied to Terafab: Musk confirmed on October 3 that TSMC is in talks to join the Texas project, where Intel signed up in April and its 14A process is still the only one named. Citi's note on agentic PC demand today named AMD as the main beneficiary and Intel only secondarily.
3 AMD AMD · $649.42 · +2.80% AMD closed at 649.42 dollars, up 2.80 percent, after touching a record above 658 dollars earlier in the session. Citi kept its Buy rating and lifted its target to 800 dollars from 575, with analyst Atif Malik arguing that new personal computing agents will raise CPU demand; Mizuho reiterated Outperform and raised its target to 705 dollars from 580.
4 Amazon AMZN · $256.29 · +1.95% Amazon closed at 256.29 dollars, up 1.95 percent. No company announcement explained the move, which came on a broadly higher tape: the S&P 500 added 0.53 percent and the Nasdaq 100 0.44 percent, so Amazon outpaced both indexes.
5 Micron MU · $1045.56 · -1.73% Micron closed at 1,045.56 dollars, down 1.73 percent, after trading slightly higher at midday. Memory and storage shares sold off on caution ahead of quarterly results from Korea's memory makers: SK Hynix's US listing fell 4 percent and SanDisk 2 percent, and the Roundhill Memory ETF lost 2 percent while large-cap tech advanced.

2026-10-05 · MONDAY · 13:12 PDT

1 TSMC TSM · $485.71 · +2.73% TSMC closed at 485.71 dollars, up 2.73 percent and the largest gain in this group. Elon Musk confirmed over the weekend that TSMC is in talks to join Terafab, his Texas chipmaking project, and Taipei-listed shares rose about 3 percent on Monday. Foxconn separately reported its strongest month on record, 36.5 billion dollars of September revenue.
2 Intel INTC · $116.19 · -2.63% Intel closed at 116.19 dollars, down 2.63 percent and the only sizeable decline in this group. Musk's confirmation that TSMC is in talks over Terafab puts a rival next to Intel, which joined the project in April and whose 14A process is the only one named for it so far. Susquehanna also estimated Monday that Intel's share of laptop CPU models fell 3.9 points from the prior quarter to 68.1 percent.
3 NVIDIA NVDA · $238.9 · +2.12% Nvidia closed at 238.90 dollars, up 2.12 percent and at an all-time high. The move followed Foxconn's record September revenue of 36.5 billion dollars, which the contract manufacturer credited to pull-in demand for AI products in its cloud and networking business and expects to keep growing in the fourth quarter. Foxconn builds the rack-scale systems around Nvidia's chips.
4 Broadcom AVGO · $362.51 · +2.08% Broadcom closed at 362.51 dollars, up 2.08 percent, carrying Monday's AI infrastructure trade into custom accelerators and networking. The gain tracked Foxconn's record September revenue rather than any Broadcom announcement, and the wider chip basket lagged: the iShares Semiconductor ETF was close to unchanged on the day.
5 Meta Platforms META · $742.19 · +1.94% Meta closed at 742.19 dollars, up 1.94 percent, with no company announcement accompanying the move. The gain tracked a firm session for large-cap technology, with the Nasdaq 100 up 0.93 percent and the S&P 500 up 0.72 percent, and it extends a September run of about 27 percent that followed the launch of the Muse agent app on September 8.

2026-10-02 · FRIDAY · 13:13 PDT

1 Arm Holdings ARM · $307.46 · +5.17% Arm closed at 307.46 dollars, the largest gain in this group, as semiconductor shares extended their run and the iShares Semiconductor ETF rose about 3 percent against a 0.65 percent gain for the broad market. No Arm announcement accompanied the move; Nvidia's Open Agent Safety Platform, whose OpenShell runtime can extend to Arm-based CPUs, dates to September 28.
2 Super Micro Computer SMCI · $43.69 · +4.22% Super Micro Computer rose to 43.69 dollars, moving with a firm session for AI server and chip names. No company announcement landed during the session: its Nvidia Vera Rubin NVL72 racks, the shipment now being credited for the gain, were reported shipping on September 25. The stock remains well below its October 2025 high.
3 Broadcom AVGO · $355.13 · +3.34% Broadcom climbed to 355.13 dollars after Bloomberg reported that Blackstone and a group of banks have begun assembling about 60 billion dollars to finance Broadcom chips for Anthropic. The package would fund the hardware behind a commitment disclosed a day earlier, when Reuters read Anthropic's IPO prospectus as showing Broadcom lending it up to 42 billion dollars to lease those chips.
4 Oracle ORCL · $142.5 · +3.21% Oracle closed at 142.50 dollars, gaining with the day's bid for AI infrastructure rather than on news of its own. Its newsroom's latest entries, the Fusion Claw runtime and new financial-crime tools, date to September 28 and 29. The day's Oracle coverage was a report that a grid-connection approval could push its 902 MW Wisconsin data center past its 2027 target.
5 TSMC TSM · $473.28 · +3.07% TSMC rose to 473.28 dollars, tracking the sector-wide advance in chipmakers on AI infrastructure demand. No TSMC announcement landed during the session. Bloomberg's report that the company is weighing a multibillion-dollar campus in Texas, on top of its Arizona commitments, was published on October 1.

2026-10-01 · THURSDAY · 13:12 PDT

1 Micron MU · $1097.76 · +3.07% Micron climbed to 1,097.76 dollars in the first full session after its fiscal fourth-quarter report, which landed after Wednesday's close with revenue of 54.2 billion dollars and guidance of about 61.5 billion for the current quarter. The company said it has locked in most of its 2027 high-bandwidth memory supply at higher prices.
2 Broadcom AVGO · $343.77 · -2.11% Broadcom fell to 343.77 dollars after Reuters reported, from Anthropic's IPO prospectus, that the chipmaker would lend the AI company up to 42 billion dollars to lease its chips. The convertible notes would cover roughly a third of Anthropic's five-year compute commitment, tying Broadcom's return to one customer's ability to pay.
3 Super Micro Computer SMCI · $41.92 · +2.07% Super Micro Computer rose to 41.92 dollars, recovering part of a weak stretch for AI server names. No company announcement accompanied the move, which tracked a firmer session for AI hardware alongside gains in Micron, Nvidia and AMD.
4 Alphabet GOOGL · $338.22 · -1.70% Alphabet slipped to 338.22 dollars, the day's largest decline among the mega-caps. Google coverage centered on Gemini 4 Argon, which the company is holding behind a safety review and limiting to trusted cyber defenders, and on a judge dismissing the Chegg and Penske antitrust suits over AI Overviews. No guidance change accompanied the drop.
5 Palantir PLTR · $189.95 · +1.55% Palantir rose to 189.95 dollars in a mixed session for large-cap technology, with Alphabet and Apple lower and chip names higher. No company announcement featured in the day's coverage, leaving the gain to the broader bid for AI software.