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They cite conversations with business leaders including Nvidia CEO Jensen Huang about options for working around the DRAM bottleneck, including \"de-speccing,\" or reducing memory capacity on some products. But this is all taking place against a supply-constrained backdrop, the analysts write, adding that the main risk to the memory cycle is an overall deceleration in AI itself. 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Options volume roughly in line with 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Top and Bottom Performing Stocks at About 11:01 A.m. EDT on 2026-10-05","url":"https://stock-news.laohu8.com/highlight/detail?id=2673083458","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673083458?lang=en_us&edition=fundamental","pubTime":"2026-10-05 23:01","pubTimestamp":1791212467,"startTime":"0","endTime":"0","summary":"BUZZ - Nasdaq top and bottom performing stocks at about 11:01 a.m. EDT on 2026-10-05Nasdaq 100.NDXTop PerformersPercent ChangeMercadoLibre, Inc.MELI.OQ+7.7%Western Digital CorpWDC.OQ+7.4%AppLovin CorporationAPP.OQ+6.4%Space Exploration Technologies CorpSPCX.OQ+5.5%Seagate Technology Holdings PLCSTX.OQ+5.2%Bottom PerformersPercent ChangeFerrovial N.V.FER.OQ-4.0%Nebius Group NVNBIS.OQ-3.1%Thomson Reuters CorpTRI.OQ-2.0%Intel CorpINTC.OQ-1.9%Rocket Lab CorpRKLB.OQ-1.6%The Nasdaq 100.NDXgained 189.97 points, or 0.62%, to 30,997.90 and recorded 2 new highs and 2 new lows. 59 stocks rose and 42 fell as advancing issues outnumbered decliners by a about a 1.4-to-1 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