Nasdaq 100 constituents show mixed performance: digital advertising, travel, and health tech stocks rally, while cloud software and AI infrastructure-related shares pull back.

On Nov. 4, according to Bitget market data, NASDAQ 100 components showed mixed performance during US equity trading. Stocks related to digital advertising, online travel, and medical technology performed strongly, while those tied to cloud software, energy, and AI infrastructure pulled back.

On the upside, AppLovin (APP.O) rose 9.55%, primarily providing mobile app advertising technology and marketing automation solutions; Booking Holdings (BKNG.O) rose 8.85%, primarily offering online travel booking and related services; Intuitive Surgical (ISRG.O) rose 8.35%, primarily researching and manufacturing Da Vinci surgical robots and related medical devices; DoorDash (DASH.O) rose 7.85%, primarily operating an online food delivery and local commerce platform; Moderna (MRNA.O) rose 7.49%, mainly engaged in mRNA drug and vaccine R&D.

On the downside, Datadog (DDOG.O) fell 11.73%, primarily providing cloud application monitoring, observability, and security services; Constellation Energy (CEG.O) fell 8.53%, primarily involved in nuclear and other power generation businesses; Lumentum (LITE.O) fell 8.43%, primarily providing optical communication components and laser products; CoreWeave (CRWV.O) fell 7.66%, primarily offering GPU-based cloud computing and AI compute services; Astera Labs (ALAB.O) fell 6.44%, primarily providing high-speed interconnect semiconductor solutions for AI and cloud infrastructure.