Four of five holdings rose as the Nasdaq gained 0.64%. Cloudflare is back within 3% of its 52-week high.
Movers with a reason#
- NET ($360.93, +5.57%) | Oppenheimer said Q3 likely tops guidance on security adoption, alongside a CDN-peer rally (Fastly +15% on an Oppenheimer upgrade) (Yahoo); now ~2.5% under its $370.35 high | Hold (medium): rich valuation into Oct 29 print
- AMZN ($262.43, +3.29%) | no single verified catalyst; rode a broad consumer/tech bounce | Hold (medium)
Quiet: MSFT +2.4%, RDDT +2.2%, META −0.3%.
Earnings are expected Oct 28 for MSFT and META, and Oct 29 for AMZN, NET and RDDT.