Nasdaq 100 constituents show mixed performance: digital advertising, travel, and medical technology stocks gain, while cloud software and AI infrastructure-related stocks pull back.
Original headline纳斯达克 100 成分股涨跌分化：数字广告、旅游及医疗科技股走强，云软件与 AI 基础设施相关个股回调
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Nasdaq 100 constituents diverged in intraday trading on November 4, with digital advertising, online travel, and medical technology names posting strong gains while cloud software, energy, and AI infrastructure stocks sold off. AppLovin (APP.O) rose 9.55%, Booking Holdings (BKNG.O) gained 8.85%, Intuitive Surgical (ISRG.O) climbed 8.35%, DoorDash (DASH.O) added 7.85%, and Moderna (MRNA.O) advanced 7.49%. On the losing side, Datadog (DDOG.O) fell 11.73%, Constellation Energy (CEG.O) dropped 8.53%, Lumentum (LITE.O) slid 8.43%, CoreWeave (CRWV.O) declined 7.66%, and Astera Labs (ALAB.O) lost 6.44%. The split highlights rotation away from AI and cloud infrastructure exposure toward ad-tech, travel, and healthcare names within the index. Investors will watch whether the pullback in GPU cloud and connectivity suppliers like CoreWeave and Astera Labs extends into the next session.
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Named in this story
Datadog (DDOG), Intuitive Surgical, CoreWeave (CRWV), AppLovin (APP), Astera Labs (ALAB), DoorDash, Moderna (MRNA), Booking Holdings
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