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Chart of the Day

  • Strongest+16.48Vertiv
  • Weakest+0.34S&P 500
  • Up / DownOf 8 Items
  • Nasdaq 100+ 0.60%49 Advanced, 51 Declined

AI Infrastructure Stocks Soared While the Indexes Barely Moved

AI Infrastructure vs. Indexes, Daily Change %

  1. Vertiv+16.48
  2. Flex+11.61
  3. Oracle+10.73
  4. Sandisk+7.66
  5. CoreWeave+7.32
  6. Nebius+6.96
  7. Nasdaq 100+0.60
  8. S&P 500+0.34

What It Shows

Stocks tied to AI infrastructure dominated the day's top gainers: Vertiv rose 16.48%, Flex 11.61% and Oracle 10.73%, with Sandisk, CoreWeave and Nebius close behind. The broad market barely registered the surge. The Nasdaq 100 gained 0.60% and the S&P 500 0.34%, while breadth was flat: 253 stocks in the tracked universe advanced and 256 declined, an advancing share of 49.7%. In other words, a narrow theme rather than broad buying carried the session. Investors spent the day waiting on the Fed's rate decision and the Fed Chair's press conference, and Microsoft and Alphabet reported after the close. The next thing to watch is whether their cloud and AI spending commentary backs up the rally.

Percentages are close-to-close, from daily trade bars (Alpaca SIP); every figure in the text appears in that day's data.

Not Investment Advice.

The Market That Day

Oct 28 CloseDay's Poster

Indices

  1. Nasdaq 100QQQ+ 0.60%
  2. S&P 500SPY+ 0.34%
  3. Dow JonesDIA+ 0.27%
  4. Russell 2000IWM+ 0.40%

Top Movers

Biggest Gainers

  1. SNDKSanDisk Corporation+ 7.66%
  2. CRWVCoreWeave, Inc.+ 7.32%
  3. NBISNebius Group NV+ 6.96%

Biggest Losers

  1. BKRBaker Hughes Company− 7.36%
  2. ODFLOld Dominion Freight Line, Inc.− 7.33%
  3. FTNTFortinet, Inc.− 5.90%

Calendar

  • 14:00Fed Rate Decision (FOMC)
  • 14:30Fed Chair Press Conference

262 Companies Reported

  • +257

Indices, breadth and top movers come from the same source as the Day's Poster: closing bars for that day and the previous session. Indices are shown through the funds that track them (QQQ, SPY, DIA, IWM); breadth and top movers use today's Nasdaq 100 member list.

Alpaca · SIPUpdated 02:18 NY

To Understand This

What Is an Index?Where the number called the S&P 500 comes from — and why it behaves differently from the Dow.What Is Sector Rotation?Money changing sectors without leaving the market — and how that tracks the economic cycle.