Cloudflare was the only holding to move 3% or more. Nothing changed the stance on any name.
Movers with a reason#
- NET ($342.97, −3.39%) | no identifiable catalyst; looks like a pullback after a ~28% one-month run, about 7% under its 52-week high of $370.35 | Hold (medium)
Company news worth knowing#
- MSFT ($529.76, +0.09%): Microsoft unveiled the $2,599 Nvidia-powered Surface Laptop Ultra, built to run AI models on the laptop itself. The stock barely moved, so this is a niche device rather than a reason to rethink the stock. Hold (high)
Quiet: RDDT +2.5%, AMZN +1.4%, META −2.4%.
Earnings are expected Oct 28 for MSFT and META, and Oct 29 for AMZN, NET and RDDT.