AI Radar
Tuesday, November 10, 2026
NVDA fell 5.5% on 3.4× usual volume as reports tied CEO Jensen Huang to an alleged Chinese spy and the company opened a probe. SERV dropped 8.3% and IREN 7.8%. GEV slid 3.9% on 1.9× usual volume after SoftBank revised AI data center plans. AVGO rose 3.9%, and AMD gained 1.3% on 1.8× usual volume after Google Cloud picked its EPYC chips.
AI heat, last 5 sessions
| # | Company | Theme | 5 sessions | Volume | News | Tue, Nov 10 |
|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp Nvidia CEO Jensen Huang faces bipartisan congressional scrutiny over reported China spy link | Chips | -18.3% | 1.8× | 186 | -5.5% |
| 2 | IREN IREN Ltd IREN stock plunges 18% as Microsoft raises concerns over data center delays | Neoclouds | -19.3% | 0.8× | 15 | -7.8% |
| 3 | CRWV CoreWeave, Inc. CoreWeave earnings put debt-fueled AI build-out under scrutiny | Neoclouds | -9.3% | 1.5× | 35 | -0.5% |
| 4 | AMD Advanced Micro Devices Inc Why is Broadcom stock surging today? | Chips | +6.5% | 0.9× | 45 | +1.3% |
| 5 | GEV GE Vernova Inc. GE Vernova falls nearly 10% after SoftBank revises AI data center plans | Data centers & power | -13.2% | 1.1× | 5 | -3.9% |
| 6 | MU Micron Technology Inc Why is Micron Technology stock plunging today? | Chips | -15.2% | 0.7× | 22 | -1.1% |
| 7 | SMCI Super Micro Computer, Inc. Biggest stock movers Wednesday: Solar stocks, AMD, SMCI, and more | Data centers & power | -11.5% | 0.8× | 9 | -2.8% |
| 8 | SERV Serve Robotics Inc. /DE/ | Robotics & autonomy | +19.2% | 0.8× | 2 | -8.3% |
| 9 | AMZN Amazon Com Inc Biggest stock movers Wednesday: Solar stocks, AMD, SMCI, and more | Hyperscalers | +8.0% | 0.6× | 53 | +1.5% |
| 10 | MSFT Microsoft Corp Biggest stock movers Wednesday: Solar stocks, AMD, SMCI, and more | Hyperscalers | +2.3% | 0.8× | 56 | -2.2% |
| 11 | CRM Salesforce, Inc. Former Salesforce Chief Medical Officer Dr. Joshua Newman Joins Navina as CMO | AI software | -3.9% | 1.1× | 6 | -0.7% |
| 12 | NOW ServiceNow, Inc. Why is ServiceNow stock sliding today? | AI software | -8.7% | 1.1× | 2 | -3.1% |
| 13 | ADBE Adobe Inc. Disney, Adobe to co-develop custom AI models tailored for media giant | AI software | -3.8% | 0.7× | 17 | -0.3% |
| 14 | DELL Dell Technologies Inc. Why is Dell Technologies stock surging today? | Data centers & power | -18.1% | 0.7× | 1 | -3.4% |
| 15 | GOOGL Alphabet Inc. Nvidia CEO Jensen Huang faces bipartisan congressional scrutiny over reported China spy link | Hyperscalers | +2.6% | 0.7× | 118 | -0.3% |
| 16 | VRT Vertiv Holdings Co Why is Vertiv stock plunging today? | Data centers & power | -17.7% | 0.6× | 2 | -3.1% |
| 17 | ARM Arm Holdings PLC /uk Qualcomm issues disappointing earnings forecast as memory shortage weighs on smartphone sales | Chips | -10.4% | 0.5× | 12 | -2.6% |
| 18 | TSLA Tesla, Inc. Tesla to end cybertruck production at Texas factory by mid-2027 to ramp up Cybercab output, Musk says | Robotics & autonomy | -4.7% | 0.5× | 42 | +0.5% |
| 19 | EQIX Equinix Inc Equinix issues €2.5B in green bonds | Data centers & power | +3.5% | 0.8× | 5 | -0.4% |
| 20 | NBIS Nebius Group N.V. | Neoclouds | -11.6% | 0.8× | – | -5.3% |
| 21 | INTC Intel Corp AMD forecasts quarterly revenue above estimates as data centre growth accelerates | Chips | -4.0% | 0.5× | 19 | -2.1% |
| 22 | AVGO Broadcom Inc. Why is Broadcom stock surging today? | Chips | -0.0% | 0.9× | 12 | +3.9% |
| 23 | ANET Arista Networks, Inc. Stocks making the biggest moves after hours: Arista Networks, CVS Health, AMD, Super Micro, Skyworks Solutions & more | Data centers & power | +8.9% | 0.6× | 5 | -0.6% |
| 24 | DDOG Datadog, Inc. Datadog’s stock extends steep declines in the wake of earnings | AI software | -19.1% | 0.4× | 4 | -0.7% |
| 25 | META Meta Platforms, Inc. Democrats prepare corporate probe wave targeting Apple, Meta, Musk cos.: report | Hyperscalers | +3.3% | 0.6× | 14 | +0.0% |
| 26 | LRCX Lam Research Corp Why is Lam Research stock surging today? | Chips | -3.6% | 0.6× | 6 | +0.5% |
| 27 | QCOM Qualcomm Inc/de Stocks making the biggest moves after hours: Coherent, AppLovin, Expedia, Qualcomm and more | Chips | +5.5% | 0.4× | 24 | +1.2% |
| 28 | OTEX Open Text Corp Open Text Corp 8-K: Results, other events | AI software | -4.7% | 0.8× | 1 | -1.4% |
| 29 | PATH UiPath, Inc. UiPath and Google Cloud join forces to automate healthcare workflows | AI software | -2.3% | 1.4× | 1 | -1.2% |
| 30 | TSM Taiwan Semiconductor Manufacturing Co LTD Taiwan Semiconductor Manufacturing Company reports Q3 results | Chips | -2.1% | 0.7× | 10 | +2.0% |
| 31 | MDB MongoDB, Inc. MongoDB receives Buy rating as BTIG sees sustainable 20%-plus revenue growth | AI software | -1.0% | 0.9× | 3 | +1.4% |
| 32 | PLTR Palantir Technologies Inc. Palantir seen extending selloff to seventh straight session amid bookings, valuation concerns | AI software | -3.8% | 0.5× | 11 | -0.2% |
| 33 | CIFR Cipher Digital Inc. Why is Cipher Digital stock sliding today? | Neoclouds | -19.6% | 0.4× | 1 | -4.1% |
| 34 | AMAT Applied Materials Inc /de | Chips | -2.5% | 0.6× | 7 | +0.5% |
| 35 | AI C3.ai, Inc. | AI software | +2.6% | 1.2× | – | -1.3% |
| 36 | ORCL Oracle Corp Oracle falls 4% as Microsoft reportedly winds down AI cloud capacity deal | Hyperscalers | -6.5% | 0.4× | 11 | -1.5% |
| 37 | MRVL Marvell Technology, Inc. Why is Marvell Technology stock rallying today? | Chips | -10.2% | 0.6× | 1 | -0.1% |
| 38 | VST Vistra Corp. Texas race results could kick AI trade while it's already down | Data centers & power | -6.0% | 0.4× | 11 | -2.0% |
| 39 | ASML Asml Holding NV Why is ASML NV ADR stock rallying today? | Chips | -2.9% | 0.7× | 2 | -0.4% |
| 40 | HUT Hut 8 Corp. Hut 8 stock dips as digital asset losses hit Q3 profitability | Neoclouds | -10.9% | 0.4× | 3 | -0.4% |
| 41 | APLD Applied Digital Corp. Applied Digital Corp. 8-K: Shareholder vote | Neoclouds | -6.3% | 0.6× | 1 | -0.2% |
| 42 | ETN Eaton Corp plc | Data centers & power | -9.6% | 0.5× | 1 | -1.4% |
| 43 | CLS Celestica Inc | Data centers & power | -13.9% | 0.5× | – | +0.4% |
| 44 | SHOP Shopify Inc. NHI outlines $4.68-$4.70 2026 NFFO guidance while targeting high single-digit to low double-digit organic SHOP NOI growth | AI software | +2.8% | 0.5× | 5 | -3.6% |
| 45 | CEG Constellation Energy Corp Why is Constellation Energy stock surging today? | Data centers & power | +1.7% | 0.5× | 5 | -3.0% |
| 46 | CDNS Cadence Design Systems Inc | Chips | +2.4% | 0.7× | – | -1.5% |
| 47 | WULF Terawulf Inc. Terawulf outlines $700M annualized run-rate leasing revenue exit for Q1 2027 amid Google-backed Justified financing progress | Neoclouds | +0.2% | 0.6× | 4 | +1.5% |
| 48 | BEP Brookfield Renewable Partners L.P. | Data centers & power | -0.7% | 0.7× | – | -3.6% |
| 49 | DLR Digital Realty Trust, Inc. | Data centers & power | +0.3% | 0.7× | – | +0.4% |
| 50 | SYM Symbotic Inc. | Robotics & autonomy | +0.3% | 0.7× | – | -0.4% |
| 51 | KLAC Kla Corp KLA Declares Regular Cash Dividend | Chips | -2.1% | 0.6× | 1 | +1.1% |
| 52 | SNOW Snowflake Inc. | AI software | +0.2% | 0.7× | – | +1.6% |
| 53 | ISRG Intuitive Surgical Inc | Robotics & autonomy | +2.1% | 0.5× | – | -2.3% |
| 54 | SNPS Synopsys Inc Synopsys Announces Earnings Release Date For Fourth Quarter and Fiscal Year 2026 | Chips | -0.6% | 0.5× | 1 | -1.5% |
| 55 | RR Richtech Robotics Inc. | Robotics & autonomy | -2.2% | 0.4× | – | -4.0% |
What is the AI Radar?
iesto follows a hand-picked list of companies with direct exposure to AI, in six themes: chips, hyperscalers, neoclouds, data centers and power, AI software, and robotics and autonomy. Every morning, after the previous session's data, the Radar ranks them by heat, an equal mix of three things over the last five sessions:
- Volume: how heavily the stock traded against its usual volume.
- News: how many outlets covered it in AI news over the last seven days, from iesto's own clustering.
- Move: the size of its five-session change, up or down. A slide is as much in play as a rally; the direction is shown, not ranked.
Each measure is ranked within the AI list, and the three ranks are averaged. The summary is written by AI from these numbers and the day's AI headlines; every figure in it comes from the data, and a move is tied to a story only when the headline names the company. Numbers are end of day, not live.
Not investment advice. The AI list is iesto's editorial choice and the Radar is an automated screen. The author may hold positions in companies mentioned.