October 21 close: a wide split between the day's best and worst performers

As seen on the 24/7 Wall St. homepage on October 21, 2026.

Biggest movers · At the close 4:10pm ET

Gainers

SMCISuper Micro Computer$35.58+9.6%
APLDApplied Digital$20.93+8.3%
ZSZscaler$231.55+7.9%
SPCXSpaceX$159.48+7.9%
MSTRStrategy$153.53+7.6%

Losers

TAT&T$22-6.1%
OPENOpendoor Technologies$1.95-5.6%
NFLXNetflix$65.12-5.2%
EXPEExpedia$286.61-4.7%
CAVACava$55.14-4.0%

Nearly 16 points separated the best and worst close across a 390-name watchlist, with Super Micro Computer up 9.56% to $35.58 and AT&T down 6.08% to $22. AI infrastructure and crypto-linked names took the top spots; communications and consumer took the hits.

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At the October 21 close, Super Micro Computer led the 390-name watchlist with a 9.56% gain while AT&T anchored the bottom, leaving nearly 16 percentage points between the session's best and worst performers.

AI infrastructure and crypto-linked names swept the top five, with Applied Digital, Zscaler, SpaceX and Strategy all closing higher. Investor appetite for high-growth, technology-adjacent themes ran well ahead of the rest of the watchlist.

The losses landed squarely in communications and consumer-facing stocks, with Opendoor Technologies, Netflix, Expedia and Cava all lower. That selling spanned real estate tech, streaming, travel and restaurants, pointing to thematic pressure.

Money moved decisively toward AI and crypto-adjacent names and away from traditional large-cap telecom and consumer plays, a rotation pattern worth tracking in the sessions ahead.

Sources

Mentioned: SMCI, APLD, ZS, SPCX, MSTR, T, NFLX, EXPE

Related Market Updates

Biggest movers · On the open 9:50am ET

Gainers

SMCISuper Micro Computer$36.81+13.4%
SPCXSpaceX$160.38+8.5%
DELLDell Technologies$498+7.9%
VRTVertiv$217.68+6.9%
BEBloom Energy$235.4+5.7%

Losers

NFLXNetflix$65.38-4.8%
TAT&T$22.31-4.7%
ISRGIntuitive Surgical$421.49-3.8%
MCOMoody's$461.46-2.9%
TMUST-Mobile$153.27-2.8%

Super Micro Computer opened up 13.4%, the biggest move across a 387-name priority list, with Dell, Vertiv and Bloom Energy also clearing 5%. Netflix and AT&T anchor the other end, each off roughly 4.8%.

Reddit's most-discussed stocks · Oct 21 9:35am ET

1TSLAbullish491 comments · 1.2K upvotes
2BRUNbearish76 comments · 889 upvotes
3NFLXbearish224 comments · 573 upvotes
4AMZNbullish32 comments · 280 upvotes
5SPYbullish111 comments · 104 upvotes

SPYheating up fast

Tesla is running away with the board at 491 comments and the mood stays bullish, while traders are souring on Netflix into tech earnings season. The broad-market S&P 500 ETF is heating up fast, a sign retail is leaning into the whole tape.

Exec Sum @exec_sum

8:38am ET

Four straight quarters of decelerating sales is no longer a blip, and the premium multiple on the streaming leader assumes the opposite.

NEWS: $NFLX is set to open 5% lower after sales growth fell for a fourth-straight quarter as it struggles to retain viewership amid intense content competition from rivals

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PRESS RELEASE NVIDIA

7:35am ET

Supermicro Brings NVIDIA Aerial RAN Computer Solutions to the Network Edge with Nokia to Enable Low-latency AI Services

Telecom carriers become a new GPU buyer class here: Nokia's radio software now rides on Supermicro boxes built around NVIDIA's Aerial RAN Computer, with the edge ARC-Pro node delivering up to 1.6 PFLOPS of FP4 inference at the cell site. The ARC MGX servers are generally available now, with the 2U ARC-Pro hitting general availability in the first half of 2027.

T AT&T

Q3 2026

6:32am ET

EPS

$0.65

est $0.60 +7.8%

Revenue

$32.32B

est $31.65B +2.1%

The selloff is about a $2.6 billion non-cash impairment on the Mexico wireless unit now being sold to Grupo Televisa, not the business investors are paying for. Underneath it sits a sixth straight EPS beat, a raised 2026 outlook to roughly $2.40, record fiber growth, and management still promising $24 billion or more in buybacks through 2028.

NFLX Netflix

Q3 2026

Oct 20, 4:01pm ET

EPS

$0.87

est $0.82 +5.7%

Revenue

$12.87B

est $12.88B -0.0%

Operating income jumped 37% to $4.46 billion, driving the EPS beat even with revenue landing fractionally short of estimates. Management cut its 2026 advertising revenue outlook to about $2.7 billion from roughly $3 billion, blaming a slower rollout of ad products.

New insider tie · Form 3 Sheshaprasad Govindaraju Krishnapura

Oct 19, 8:00pm ET

Now director at Super Micro Computer, Inc.

A fresh Form 3 lands at the $21 billion AI-server maker just as it fills out leadership following its long-awaited CFO hire. Board additions at Super Micro carry extra weight after its accounting and filing troubles, so any new director signals where governance is headed next.

Biggest movers · At the close Oct 19, 4:10pm ET

Gainers

APLDApplied Digital$19.3+6.9%
SNDKSanDisk$1,375.53+5.9%
WDCWestern Digital$351.5+5.9%
DDOGDatadog$260.75+5.5%
SKHYSK hynix$143.44+5.1%

Losers

SESea$88.75-5.3%
HONAHoneywell Aerospace$162.57-3.3%
HDBHDFC Bank$23.1-3.1%
OPENOpendoor Technologies$2.05-3.1%
CEGConstellation Energy$263.36-3.0%

Applied Digital closed up 6.93%, the widest gain in a 385-name priority universe, with Sea at the other end down 5.35%.

Biggest movers · On the open Oct 19, 9:51am ET

Gainers

GPROGoPro$1.16+10.3%
MRNAModerna$235.83+8.2%
SNDKSanDisk$1,382.56+6.4%
DDOGDatadog$261.02+5.6%
APLDApplied Digital$19.07+5.6%

Losers

HDBHDFC Bank$23.02-3.4%
SESea$90.77-3.2%
BCSBarclays$22.33-2.0%
NFLXNetflix$69.16-1.9%
NGGNational Grid$79.65-1.9%

GoPro's 10.3% jump leads the open, with Moderna close behind and the entire downside capped under 3.5%. Across the priority names, the gains are doing all the work this morning.

Insider buy Wes Cummins

Oct 18, 8:00pm ET

Bought Applied Digital Corp. $1M55,803 shares @ $18.04

Wes Cummins put roughly $1.01 million of his own money into Applied Digital stock, the kind of open-market buy executives skip when they think the AI data-center buildout is priced in. His stake now sits at 5.87 million shares as the company pushes into Finland with up to 1 GW of power capacity.

Insider buy Jason Gechen Zhang

Oct 18, 8:00pm ET

Bought Applied Digital Corp. $5.7M300,000 shares @ $18.86

Jason Gechen Zhang put $5.66 million of his own money into Applied Digital stock, lifting his stake past 2.8 million shares just as the market debates whether AI data-center demand is peaking. Open-market insider buying of that size is the rare signal you cannot fake.