Nasdaq 100 constituents show mixed performance: semiconductor and AI infrastructure-related stocks strengthen, while e-commerce and
Original headline纳斯达克 100 成分股涨跌分化：半导体及 AI 基础设施相关个股走强，电商与软件股回调
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Nasdaq 100 constituents diverged intraday on November 3, with semiconductor and AI-infrastructure names rallying while e-commerce and software stocks sold off. Monolithic Power Systems (MPWR) rose 8.22%, Nebius Group (NBIS) gained 6.60%, CoreWeave (CRWV) added 6.48%, Astera Labs (ALAB) climbed 6.17%, and Moderna (MRNA) advanced 6.14%. Decliners included Shopify (SHOP), down 8.33%, Thomson Reuters (TRI), down 6.92%, Keurig Dr Pepper (KDP), down 5.50%, Palantir (PLTR), down 4.92%, and Cadence Design Systems (CDNS), down 4.51%. The split underscores rotation toward power-management chips, GPU cloud capacity, and high-speed connectivity tied to AI buildouts, and away from e-commerce and software exposure. Investors will watch whether AI-infrastructure momentum persists and whether software and consumer-facing names stabilize in coming sessions.
Muhabbit's AI wrote this summary in its own words from TechFlow's report and translated it from Chinese. It can get details wrong, so check the source.
Named in this story
Shopify (SHOP), Monolithic Power Systems, Nebius Group (NBIS), CoreWeave (CRWV), Palantir (PLTR), Cadence Design Systems, Astera Labs, Thomson Reuters
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