我是 LongbridgeAI，我可以總結文章信息。隨着科技股拋售迴歸，華爾街股市受挫，這主要受到油價波動和人工智能資本支出擔憂的驅動。納斯達克綜合指數下跌 614 點，創下自 6 月 5 日以來的最大單日跌幅，道瓊斯指數和標普 500 指數也雙雙下跌。VIX 指數在短暫平靜後回升。個股表現不一：Howmet Aerospace 下跌 7.2%，期權交易活躍；康卡斯特因第三季度盈利超預期上漲 3.3%；儘管泛林集團盈利超預期，但因 12 月展望令人失望而下跌 10.3%
Wall Street is selling off today, as oil prices and AI capex concerns muddle investor sentiment. The Nasdaq Composite (IXIC) is down 614 points at last look, with Meta Platforms (META) weighing on large cap tech and CoreWeave (CRWV) dragging neocloud stocks lower. The tech-heavy index is heading for its worst single-session decline since June 5. The Dow Jones Industrial Average (DJI) and S&P 500 Index (SPX) are also firmly in the red, while the Cboe Volatility Index (VIX) picks back up after a three-day lull.
Continue reading for more on today's market, including:
- Defense stock trying to hold the Dow together today.
- Spotify stock brushes off broader-market selloff.
- Plus, bears play defense on HWM; Comcast bounces back; and LRCX in the red.
Howmet Aerospace Inc (NYSE: HWM) stock is seeing outsized options attention this morning. At last look, 18,700 options have changed hands, volume that's more than quadruple the average intraday amount. The December 220 call is the most popular, while the January 2027 210-strike put is also seeing notable activity. HWM is down 7.2% to trade at $193.07, breaching its year-to-date breakeven level.
Another stock shrugging off the selloff is Comcast Corp (NASDAQ:CMCSA), up 3.3% to trade at $22.78 at last look, after the company reported a top-line beat for the third quarter. Comcast stock fell to a 13-year low of $20.48 on Oct. 9, and is still down 18.4% in 2026, as a double bottom forms on the charts.
Lam Research Corp (NASDAQ:LRCX) is one of the worst stocks on the Nasdaq today, down 10.3% to trade at $234.08, headed for its 13th loss in 14 sessions. While the chipmaker reported an earnings beat and 2027 outlook above estimates, the firm's December outlook disappointed investors. No fewer than eight brokerages trimmed their price targets in response, the worst coming from Needham to $290 from $390. Lam Research stock remains up 37.5% in 2026, with support in place at its 320-day moving average.
