AI stock movers today

The biggest gainers and losers across 34 AI semiconductor, optical, memory and neocloud names, with what the market sentiment score made of them. Updated 3 October 2026.

Prices as of 2026-10-03 00:39 UTC. Updates live in your browser.

Complex sentiment
67 · Warm
Advancing
29
Declining
5
Complex cap
$17.48T

Biggest gainers

NamePrice1DMarket sentiment
Coherent
COHR · Optical & networking
$337.04 +17.11%
79
Synopsys
SNPS · Equipment & EDA
$489.90 +12.64%
86
Credo Technology
CRDO · Optical & networking
$218.64 +12.24%
81
Lumentum
LITE · Optical & networking
$1,085.42 +11.75%
87
Ciena
CIEN · Optical & networking
$391.34 +11.23%
76
Monolithic Power Systems
MPWR · AI chips
$1,439.73 +6.87%
76
Cadence Design Systems
CDNS · Equipment & EDA
$351.35 +6.41%
79
Super Micro Computer
SMCI · Power & systems
$43.69 +6.38%
76

Biggest decliners

NamePrice1DMarket sentiment
Western Digital
WDC · Memory & storage
$415.29 -8.62%
9
Seagate Technology
STX · Memory & storage
$848.99 -7.95%
12
SanDisk
SNDK · Memory & storage
$1,719.99 -1.14%
31
Intel
INTC · AI chips
$119.33 -0.75%
44
Cipher Mining
CIFR · Neoclouds
$15.71 -0.70%
28
Qualcomm
QCOM · AI chips
$184.87 +0.45%
29
Micron Technology
MU · Memory & storage
$1,074.89 +0.92%
54
Broadcom
AVGO · AI chips
$355.14 +1.12%
47
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Segment sentiment, last 16 sessions

Each line is one segment's cap-weighted market sentiment. Where the lines diverge, one part of the supply chain is repricing on its own; where they move together, it is a broad move in AI infrastructure and the individual scores tell you less.

AI chips 67 +10
Optical & networking 73 +37
Memory & storage 42 -13
Neoclouds 52 -1
Equipment & EDA 79 +37
Power & systems 65 -9

3 Sept to 2 Oct. Each panel shares one 0-100 scale, with the other five segments behind it in grey.

Optical & networking has moved furthest over the window at +37, Memory & storage least at -13. Trading sessions only, so each step is one market day against the one before it.

Leading the group

Five-day move against the cap-weighted move of the whole complex. In a week where everything rises, this is what separates a leader from a stock floating on the tide.

NamePrice1DMarket sentimentvs complex
Lumentum
LITE · Optical & networking
$1,085.42 +11.75%
87
+13.40%
Coherent
COHR · Optical & networking
$337.04 +17.11%
79
+12.55%
Synopsys
SNPS · Equipment & EDA
$489.90 +12.64%
86
+11.87%
Applied Materials
AMAT · Equipment & EDA
$540.04 +5.60%
78
+10.44%
Lam Research
LRCX · Equipment & EDA
$347.49 +5.78%
78
+9.70%
Credo Technology
CRDO · Optical & networking
$218.64 +12.24%
81
+8.14%

Lagging the group

NamePrice1DMarket sentimentvs complex
Cipher Mining
CIFR · Neoclouds
$15.71 -0.70%
28
-16.63%
IREN Limited
IREN · Neoclouds
$41.76 +2.15%
39
-12.94%
Western Digital
WDC · Memory & storage
$415.29 -8.62%
9
-11.21%
Intel
INTC · AI chips
$119.33 -0.75%
44
-9.76%
Seagate Technology
STX · Memory & storage
$848.99 -7.95%
12
-9.71%
Applied Digital
APLD · Neoclouds
$25.38 +4.14%
48
-9.64%

Biggest sentiment shifts

Change in score since the previous session. A large shift means several inputs moved at once - momentum, relative strength, trend, volume, volatility or drawdown - not simply that the price did.

NameYesterdayTodayShiftPrice1D
Seagate Technology
STX
68 12 -56 $848.99 -7.95%
Western Digital
WDC
52 9 -43 $415.29 -8.62%
Applied Digital
APLD
14 48 +34 $25.38 +4.14%
Dell Technologies
DELL
42 71 +29 $562.52 +4.57%
SanDisk
SNDK
56 31 -25 $1,719.99 -1.14%
Monolithic Power Systems
MPWR
51 76 +25 $1,439.73 +6.87%
Broadcom
AVGO
24 47 +23 $355.14 +1.12%
Micron Technology
MU
77 54 -23 $1,074.89 +0.92%

Hottest sentiment

NamePrice1DMarket sentiment
Lumentum
LITE · Optical & networking
$1,085.42 +11.75%
87
Synopsys
SNPS · Equipment & EDA
$489.90 +12.64%
86
ASML Holding
ASML · Equipment & EDA
$1,867.31 +3.07%
81
Credo Technology
CRDO · Optical & networking
$218.64 +12.24%
81
Cadence Design Systems
CDNS · Equipment & EDA
$351.35 +6.41%
79
Coherent
COHR · Optical & networking
$337.04 +17.11%
79
TSMC
TSM · Equipment & EDA
$472.78 +3.64%
78
Applied Materials
AMAT · Equipment & EDA
$540.04 +5.60%
78

Coldest sentiment

Low scores are not automatically opportunities. The score describes behaviour, not value - a name can sit at the bottom of this table for a year and keep going.

NamePrice1DMarket sentiment
Western Digital
WDC · Memory & storage
$415.29 -8.62%
9
Seagate Technology
STX · Memory & storage
$848.99 -7.95%
12
Cipher Mining
CIFR · Neoclouds
$15.71 -0.70%
28
Qualcomm
QCOM · AI chips
$184.87 +0.45%
29
SanDisk
SNDK · Memory & storage
$1,719.99 -1.14%
31
IREN Limited
IREN · Neoclouds
$41.76 +2.15%
39
Intel
INTC · AI chips
$119.33 -0.75%
44
TeraWulf
WULF · Neoclouds
$15.49 +4.66%
44

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Common questions

Which AI stocks are up today?

Coherent (COHR) +17.11%, Synopsys (SNPS) +12.64%, Credo Technology (CRDO) +12.24% lead the AI silicon complex today. 29 of 34 tracked names are advancing.

What is AI chip stock sentiment today?

The market-cap weighted sentiment across 34 AI semiconductor, optical, memory and neocloud stocks is 67 out of 100, reading warm. The score combines six weighted, price-based inputs: momentum, relative strength against the group, trend, volume, volatility and drawdown.

Which AI stocks are falling the most today?

Western Digital (WDC) at -8.62%, Seagate Technology (STX) at -7.95%, SanDisk (SNDK) at -1.14%. 5 of 34 tracked names are declining.

How often is this page updated?

Every weekday evening after the US close, and prices refresh live in your browser while markets are open.

Go deeper

Segments
Which part of the chain moved
X mentions
What is being posted about
All 34 stocks
The full board

Market data and information only, not investment advice. Prices may be delayed.