Major Movers, October 21, 2026

SPY is up 0.6% in a session led by Technology (+1.8%), with Western Digital, HP Enterprise, Seagate and Texas Instruments all up more than 4% while Oracle lags at -0.9%. Industrials add 1.1%, with Vertiv (+5.1%) and Generac (+4.6%) best and HEICO (-2.1%) worst. Financials and Utilities each rise 0.6%, Coinbase (+5.2%) and Robinhood (+4.3%) leading financials. Consumer Discretionary gains 0.4% with Tesla up 3.5% against Chipotle down 5.0%. Energy and Materials are roughly flat. Health Care is the weakest sector at -0.8%, with Abbott Labs off 3.8%, and Consumer Staples slip 0.6% with Clorox down 3.1%.

Factors show a clear risk-on, growth tilt: High Beta (SPHB) leads at +2.4%, Momentum (MTUM) +1.4%, and Growth (SPYG) +0.9% outpaces Value (SPYV) +0.4%.

Within mega-cap growth, Texas Instruments (+4.0%), AMD (+3.6%) and Tesla (+3.5%) stand out on the upside, while Booking Holdings (-3.4%) and Alphabet (-1.6% Class A, -1.7% Class C) lag.

Among other sector ETFs, semiconductors and software are strong, with Semiconductor ETF, iShares Semiconductor ETF and Expanded Tech-Software Sector ETF each up 2.2%, while Medical Devices ETF is the weakest at -1.8%.

Overall single-stock movers show no clear sector thread, with speculative and small-cap names dominating both ends of the range.

Super Micro Computer +9.5%
Strategy Inc +8.5%
Charles River Laboratories +8.1%
Paramount Skydance +7.9%
Datadog +7.8%
AT&T -6.1%
DexCom -5.5%
Netflix -4.4%
Charter Communications -3.8%
PDD Holdings -3.4%

Thematic and regional funds tied to cybersecurity and space are notably strong, with Space ETF +4.1%, Global X Cybersecurity ETF +4.0%, and Cybersecurity and Tech ETF +3.2%. In commodities, Natural Gas ETF drops 4.8% while Oil Services ETF rises 2.1%.