CNBC Investing Club highlights AI, cybersecurity and retail winners and losers over past five weeks
The Nasdaq rose 2.3% over the period, while the Dow fell nearly 1%. Cybersecurity stocks like CrowdStrike surged 19.4% as concerns about AI risks spiked demand for network protection. Anthropic’s CEO, Dario Amodei, amplified the trend with an essay urging slower AI development for safety reasons. Meta Platforms climbed 14.4% after its AI agent Muse and its upgraded Muse Wonder Full gained…
Key points
- CrowdStrike rose 19.4% as AI safety fears boosted cybersecurity demand, with Anthropic’s CEO Dario Amodei’s essay cited as a catalyst
- Meta Platforms gained 14.4% after launching Muse Wonder Full, which Wells Fargo ranked as a frontier AI model
FedEx Freight dropped 12.4% amid rising diesel prices from the Iran war, while Boeing fell 9.8% over fuel costs, aerospace industry anxiety, and a software issue delaying 737 Max 10 certification. The Federal Aviation Administration later ruled the software glitch posed no flight-safety risk. The analysis reflects broader market divisions between tech and non-tech sectors, with AI and cybersecurity driving gains while financials and industrials faced headwinds.
Model pages: Muse → · Muse Wonder → · Muse Wonder Full →
The story so far
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Tale of two markets: Our 3 biggest winners and losers over the past five weeks
CNBC Technology · 15 October 2026
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