Can you give the most recent price action on AI stocks and yields?
- PLTR and MSFT have gained ~9% and ~7% in a month, while ORCL and AMD have fallen ~13% and ~11%.
- NVIDIA has rebounded ~4% from its 16 October low to ~$222, after falling ~10% from its 6 October peak.
- The US 10-year yield has fallen by ~0.2% since 5 October to ~5%.
PLTR and MSFT have led one-month returns at ~9% and ~7%, while ORCL and AMD have fallen ~13% and ~11%.
AI stocks: 1-month price return to 21 Oct 2026 (%)
Source: CapitalSnitch, company data
Raw data
| Category | 1-month return |
|---|---|
| PLTR | 9.0 |
| MSFT | 7.0 |
| AMZN | 2.9 |
| NVDA | -3.0 |
| TSM | -4.4 |
| GOOGL | -4.7 |
| META | -5.3 |
| AVGO | -7.3 |
| AMD | -11.4 |
| ORCL | -13.1 |
NVIDIA has rebounded ~4% from its 16 October low to ~$222, after falling ~10% from its 6 October peak.
NVIDIA daily close, 23 Jul - 21 Oct 2026 (USD)
Source: NVIDIA IR, S&P Global Market Intelligence
Raw data
| Date | NVDA |
|---|---|
| 2026-07-22 | 212.06 |
| 2026-07-23 | 208.76 |
| 2026-07-24 | 206.84 |
| 2026-07-27 | 196.51 |
| 2026-07-28 | 197.01 |
| 2026-07-29 | 190.01 |
| 2026-07-30 | 195.04 |
| 2026-07-31 | 200.75 |
| 2026-08-03 | 206.64 |
| 2026-08-04 | 211.94 |
| 2026-08-05 | 219.22 |
| 2026-08-06 | 218.99 |
| 2026-08-07 | 223.96 |
| 2026-08-10 | 217.55 |
| 2026-08-11 | 217.5 |
| 2026-08-12 | 224.09 |
| 2026-08-13 | 225.3 |
| 2026-08-14 | 225.16 |
| 2026-08-17 | 225.01 |
| 2026-08-18 | 219.74 |
| 2026-08-19 | 217.56 |
| 2026-08-20 | 216.85 |
| 2026-08-21 | 214.72 |
| 2026-08-24 | 208.48 |
| 2026-08-25 | 213.05 |
| 2026-08-26 | 209.66 |
| 2026-08-27 | 227.98 |
| 2026-08-28 | 217.55 |
| 2026-08-31 | 220.78 |
| 2026-09-01 | 217.44 |
| 2026-09-02 | 224.41 |
| 2026-09-03 | 228.45 |
| 2026-09-04 | 230.36 |
| 2026-09-08 | 225.73 |
| 2026-09-09 | 223.67 |
| 2026-09-10 | 218.36 |
| 2026-09-11 | 218.29 |
| 2026-09-14 | 210.96 |
| 2026-09-15 | 212.17 |
| 2026-09-16 | 213.9 |
| 2026-09-17 | 219.34 |
| 2026-09-18 | 222.27 |
| 2026-09-21 | 227.38 |
| 2026-09-22 | 228.87 |
| 2026-09-23 | 225.51 |
| 2026-09-24 | 224.58 |
| 2026-09-25 | 225.07 |
| 2026-09-28 | 228.86 |
| 2026-09-29 | 227.21 |
| 2026-09-30 | 228.38 |
| 2026-10-01 | 230.86 |
| 2026-10-02 | 233.95 |
| 2026-10-05 | 238.9 |
| 2026-10-06 | 239.24 |
| 2026-10-07 | 237.47 |
| 2026-10-08 | 230.48 |
| 2026-10-09 | 229.28 |
| 2026-10-12 | 226.32 |
| 2026-10-13 | 228.52 |
| 2026-10-14 | 221.3 |
| 2026-10-15 | 217.23 |
| 2026-10-16 | 214.13 |
| 2026-10-19 | 217.09 |
| 2026-10-20 | 216.47 |
| 2026-10-21 | 221.97 |
The US 10-year Treasury yield has fallen by ~0.2% since 5 October to ~5%.
US 10-year Treasury yield, 11 Sep - 22 Oct 2026 (%)
Source: US Treasury, FRED (H.15)
Raw data
| Date | US 10Y yield |
|---|---|
| 2026-09-11 | 4.98 |
| 2026-09-14 | 4.96 |
| 2026-09-15 | 5.0 |
| 2026-09-16 | 5.0 |
| 2026-09-17 | 4.95 |
| 2026-09-18 | 5.0 |
| 2026-09-21 | 4.96 |
| 2026-09-22 | 4.96 |
| 2026-09-23 | 5.11 |
| 2026-09-24 | 5.16 |
| 2026-09-25 | 5.18 |
| 2026-09-28 | 5.24 |
| 2026-09-29 | 5.26 |
| 2026-09-30 | 5.29 |
| 2026-10-01 | 5.23 |
| 2026-10-02 | 5.28 |
| 2026-10-05 | 5.31 |
| 2026-10-06 | 5.27 |
| 2026-10-07 | 5.28 |
| 2026-10-08 | 5.23 |
| 2026-10-09 | 5.24 |
| 2026-10-12 | 5.24 |
| 2026-10-13 | 5.21 |
| 2026-10-14 | 5.18 |
| 2026-10-15 | 5.09 |
| 2026-10-16 | 5.1 |
| 2026-10-19 | 5.14 |
| 2026-10-20 | 5.12 |
| 2026-10-21 | 5.15 |
| 2026-10-22 | 5.07 |