Nasdaq 100 constituents mixed: semiconductor and AI infrastructure stocks rally, e-commerce and software stocks pull back

According to TechFlow news on Nov. 3, Bitget market data showed that during U.S. trading hours, Nasdaq 100 constituents showed mixed performance, with stocks related to power management chips, AI cloud computing, and high-speed connectivity semiconductors performing strongly, while stocks related to e-commerce, information services, and software pulled back.

Among gainers, Monolithic Power Systems (MPWR.O) rose 8.22%, mainly providing power management chips and related semiconductor solutions; Nebius Group (NBIS.O) rose 6.60%, mainly providing AI cloud computing infrastructure and GPU computing services; CoreWeave (CRWV.O) rose 6.48%, mainly providing GPU-based cloud computing and AI computing services; Astera Labs (ALAB.O) rose 6.17%, mainly providing high-speed connectivity semiconductor solutions for AI and cloud infrastructure; Moderna (MRNA.O) rose 6.14%, primarily engaged in the R&D of mRNA drugs and vaccines.

Among decliners, Shopify (SHOP.O) fell 8.33%, mainly providing e-commerce platforms and digital operations solutions for merchants; Thomson Reuters (TRI.O) fell 6.92%, mainly providing professional information services, news, and legal and tax software solutions; Keurig Dr Pepper (KDP.O) fell 5.50%, primarily engaged in beverage production and sales; Palantir (PLTR.O) fell 4.92%, mainly providing data analytics, artificial intelligence, and enterprise software solutions; Cadence Design Systems (CDNS.O) fell 4.51%, mainly providing electronic design automation (EDA) software and semiconductor design tools.

Source: TechFlow