Nasdaq 100 constituent stocks show mixed performance: Strategy leads the rally, semiconductor equipment stocks pull back

On October 20 that, according to Bitget market data, intraday US equities saw mixed performance among Nasdaq 100 components. Strategy, Thomson Reuters, and select pharmaceutical and semiconductor stocks advanced, while those related to semiconductor equipment, cybersecurity, and cloud software pulled back.

Gainers included Strategy (MSTR.O), up 5.91% as the leading corporate Bitcoin treasury firm; Thomson Reuters (TRI.O), up 3.47%, primarily supplying professional information services and software solutions; Axon Enterprise (AXON.O), up 3.44%, specializing in law enforcement tech hardware and digital evidence management platforms; Moderna (MRNA.O), up 3.33%, focused on mRNA vaccine and drug R&D; and NXP Semiconductors (NXPI.O), up 3.06%, primarily providing semiconductor solutions for automotive, industrial, and IoT sectors.

Decliners included Lam Research (LRCX.O), down 3.03%, specializing in semiconductor wafer fab equipment; KLA Corporation (KLAC.O), down 2.27%, primarily supplying semiconductor inspection and process control tools; Palo Alto Networks (PANW.O), down 2.08%, specializing in cybersecurity platforms and related solutions; Datadog (DDOG.O), down 2.03%, mainly offering cloud app monitoring, observability, and security services; and Applied Materials (AMAT.O), down 1.97%, focusing on semiconductor manufacturing equipment and materials engineering solutions.