📊 Daily Gainers & Losers — Oct 22, 2026

📚 Past 3 days: 21 Oct · 20 Oct · 19 Oct

84/85 tickers with data (IFX: symbol not found)

Market Context: Brutal tech selloff — NASDAQ -2.60%, S&P 500 -1.21%. VIX spiked 13.6% to 18.95. Meta's first negative FCF since IPO stoked AI spending fears, triggering a massive rotation out of tech/semiconductors and into defensive sectors. Enterprise software was the lone bright spot as investors rotated into beaten-down names. Oil above $99 (WTI) / $113 (Brent) added inflation pressure.

• 🟢 SPOT (Consumer / Media) +11.10% — $583.66 — Q3 earnings beat: revenue $5.73B vs $5.6B est., 306M premium subscribers (+9% YoY), MAUs 788M (+11% YoY)
• 🟢 ADBE (Software) +6.07% — $270.55 — Enterprise software rotation beneficiary; expanded NVIDIA partnership for 2x faster AI processing in creative apps
• 🟢 CHKP (Software) +5.96% — $151.98 — Enterprise software rotation; cybersecurity demand tailwind ahead of Nov 2 earnings
• 🟢 CRM (Software) +3.52% — $250.29 — Rotation into undervalued software; $2.6B Anthropic investment gain boosting sentiment
• 🟢 SAP (Software) +3.38% — $240.59 — AI ecosystem momentum; cloud partnership expansions (Sinch RCS integration); earnings catalyst ahead

• 🔴 MTSI (Networking / Optical) -15.87% — $229.73 — Optical/semiconductor names crushed in AI infrastructure rout; OpenAI revenue estimate miss ($20B below expectations) revived AI-spending doubts
• 🔴 VICR (Analog / Power / Industrial) -15.66% — $179.99 — Q3 EPS miss despite 78.5% revenue surge; guidance failed to justify lofty multiples
• 🔴 NOK (Networking / Optical) -14.81% — $7.88 — Q3 earnings beat overshadowed by weaker free cash flow outlook and restructuring costs
• 🔴 ENTG (Materials / Supply Chain) -13.12% — $128.31 — Broad semi equipment/materials selloff as rising rates and AI capex uncertainty hit the sector
• 🔴 COHR (Networking / Optical) -12.51% — $207.82 — Profit-taking in optical/photonics after months of AI-fueled gains; forward P/E above 40 left no room for error

*Data sourced from Yahoo Finance. Trading date: Thursday, October 22, 2026. 84 of 85 watchlist tickers reported (IFX: German listing, no US price data).*