We had some big earnings-related moves this week for the names in our portfolio. At a high level, digital ad players logged major wins, while crypto-adjacent names pulled back a bit.

Here's an overview of the biggest movers over the last week through close on Thursday, Oct. 31.

Snapchat (SNAP): +16%

Snap (SNAP) shares surged Wednesday following a strong earnings report that beat revenue and profit estimates, buoyed by robust ad spending and a new $500 million stock buyback. Snap's investments in AI and augmented reality fueled growth in daily active users, average revenue per user, and ad revenue, all of which exceeded forecasts, signaling momentum as the holiday season approaches. Nice to see positive traction on this name!

Bandwidth (BAND): +9%

Bandwidth Inc. reported a solid third quarter with earnings beating forecasts by 26% and revenue up 6%, driven by rising CPaaS demand and tighter cost controls. The company also captured political campaign demand, contributing $8 million to commercial messaging—a category that grew 32% over the past year. 

Mobileye (MBLY): +7

This week Mobileye reported a 11% sequential revenue increase in Q3, marking a recovery from earlier inventory challenges and signaling that demand is stabilizing. Despite an 8% YoY revenue decline driven by lower EyeQ shipments to top customers and a steep 50% drop in sales to China OEMs, Mobileye's operations outside China outperformed, securing its position as a leader in Advanced Driver Assistance Systems (ADAS). Investors responded positively to Mobileye’s strategic focus on high-margin advanced products like SuperVision and plans to deepen partnerships with major global automakers, positioning the company for long-term growth.

Advanced Micro Devices (AMD): -7%

Advanced Micro Devices (AMD) Q3 earnings met analyst expectations, and its revenue of $6.82 billion slightly surpassed forecasts. AMD's data center segment notably contributed to this performance, with revenues increasing by +122% year-over-year to $3.5 billion, driven by strong demand for its AI chips. However, the company's fourth-quarter revenue projection of $7.5 billion fell short of the anticipated $7.55 billion, leading to a drop in AMD's stock price in after-hours trading. Looking ahead, AMD’s expanding product lineup and strong partnerships with cloud giants like Meta and Microsoft position it for long-term growth.

Check out the rest of the big movers here...

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