Nasdaq 100 components show mixed performance: semiconductor and AI infrastructure-related stocks rally, while e-commerce and software shares pull back.

On November 3, according to Bitget market data, intraday U.S. equity trading saw mixed performance among NASDAQ 100 components. Stocks related to power management chips, AI cloud computing, and high-speed connectivity semiconductors performed strongly, while e-commerce, information services, and software-related stocks pulled back.

In terms of gains, Monolithic Power Systems (MPWR.O) rose 8.22%, primarily providing power management chips and related semiconductor solutions; Nebius Group (NBIS.O) gained 6.60%, mainly offering AI cloud computing infrastructure and GPU computing services; CoreWeave (CRWV.O) climbed 6.48%, primarily delivering GPU-based cloud computing and AI computing services; Astera Labs (ALAB.O) advanced 6.17%, focusing on high-speed connectivity semiconductor solutions for AI and cloud infrastructure; Moderna (MRNA.O) rose 6.14%, primarily engaged in mRNA drug and vaccine research and development.

On the downside, Shopify (SHOP.O) fell 8.33%, primarily providing e-commerce platforms and merchant digital operation solutions; Thomson Reuters (TRI.O) dropped 6.92%, mainly supplying professional information services, news content, and legal and tax software solutions; Keurig Dr Pepper (KDP.O) declined 5.50%, specializing in beverage manufacturing and sales; Palantir (PLTR.O) slipped 4.92%, primarily offering 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.