Key Highlights

  • Intel shares are trading down 28.91% at $65.46 after guiding fourth-quarter Revenue to $15.0 billion to $16.0 billion.
  • Twilio is down 22.05% at $188.55, with fourth-quarter organic growth guided to 11% to 12%.
  • Grid Dynamics is up 20.49% at $11.43 after a record $22.9 million in non-GAAP EBITDA.
  • AI-related work made up 31% of Grid Dynamics' third-quarter revenue.
  • The spread between the biggest gain and biggest decline is 49.40 percentage points (calculated).

Which AI-Related Stocks Are Moving the Most Today?

Five stocks with AI links are moving sharply on Oct 30, 2026, and three of the biggest moves follow Earnings reports released on Oct 29. Intel (NASDAQ:INTC) is trading down 28.91% at $65.46, and Twilio (NYSE:TWLO) is down 22.05% at $188.55. Grid Dynamics (NASDAQ:GDYN) is trading up 20.49% at $11.43.

NetClass Technology (NASDAQ:NTCL) is down 20.29% at $0.4305, and Myseum.AI (NASDAQ:MYSE) is up 9.33% at $1.64. For both small caps, no company announcement dated to the move was identified.

The list is not ranked, and prior closes differ across names. The AI connection also varies, from Intel's Data Center unit and Grid Dynamics' client work to a small AI pet device and a privacy-focused AI agent. Only Intel, Twilio and Grid Dynamics have identified catalysts in their results, while the other two show moves with no linked news.

Intel: why did shares fall 28.91% despite a 21% jump in third-quarter revenue?

Intel reported third-quarter revenue of $16.5 billion on Oct 29, up 21%, then guided fourth-quarter revenue to $15.0 billion to $16.0 billion with non-GAAP gross Margin of 38.0%, down from 44.1%. The prior close works out to roughly $92 (derived from the price and move).

The Data Center and AI group grew 78% to $7.3 billion, while client computing fell 5% to $8.1 billion and Intel Foundry lost $1.1 billion on the operating line. The chief financial officer said PC Demand weakness should last at least through the first half of next year.

Operating cash flow was $5.1 billion for the quarter, and the company completed a $23 billion public Equity offering. Intel also detailed a multiyear Xeon collaboration with Oracle (NYSE:ORCL) and ended the quarter with $21.8 billion in cash and $32.2 billion in short-term investments.

Twilio: what drove a 22.05% slide after a strong third quarter and a raised outlook?

Twilio reported third-quarter revenue up 20% to $1.56 billion, with organic growth of 16%, non-GAAP earnings of $1.65 per share and free cash flow of $369.6 million. It also raised full-year free cash flow guidance to $1.19 billion to $1.20 billion.

The decline appears tied to the fourth-quarter outlook, which implies organic growth of 11% to 12% and non-GAAP earnings of $1.48 to $1.53 per share, below the third quarter. That reading is inferred from the filed figures, and no post-results commentary was found.

Non-GAAP income from operations rose 39% to $325.7 million, a 21% margin. The company's write-up does not describe an AI product angle. About $700 million remains on a $2.0 billion buyback authorization through Dec 31, 2027.

Grid Dynamics: why are shares up 20.49% after a record 20.0% EBITDA margin?

Third-quarter revenue rose 9.7% to $114.3 million, above the $112 million to $114 million guidance range, and non-GAAP EBITDA reached a record $22.9 million. The company said it met a margin improvement goal a quarter early.

Grid Dynamics provides digital engineering and consulting services, with a growing focus on AI work for large enterprise clients. AI-related revenue was 31% of the quarter's total, and management said it has grown more than 45% year over year for three straight quarters.

For the fourth quarter, it guided revenue of $113.5 million to $115.5 million and non-GAAP EBITDA of $20 million to $22 million. Cash was $304.3 million at Sep 30, 2026, and the company repurchased 5.3 million shares for $35.5 million in the first nine months of 2026.

NetClass Technology: why is the stock down 20.29% beneath its 52-week low?

No company announcement was identified for the decline. The price is under the 52-week low of $0.6316 listed in data from Oct 27, and the latest update found was the Oct 9 launch of the LinkeeBot AI pet.

LinkeeBot offers voice interaction and schedule management, and it runs through a joint venture in which NetClass holds 40%. The release disclosed no revenue or earnings projections for the product, and management described an asset-light approach built on outside manufacturers.

NetClass is a smart education software provider. Fiscal 2025 revenue was $9.81 million with a net loss of $10.82 million, and Market Value was about $1.79 million as of Oct 27 after a 1-for-50 share consolidation announced in July.

Myseum.AI: what is behind a 9.33% gain with no fresh announcement?

No announcement dated today was identified. The company, formerly Myseum and before that DatChat, renamed itself Myseum.AI effective Apr 15, 2026, keeping the MYSE ticker, to reflect a pivot toward privacy-first AI tools.

On Jul 22, 2026, it said a Cloud Computing arm of Amazon (NASDAQ:AMZN) funded development of a privacy-first AI media album agent for its Picture Party app. It was also accepted into the Advanced Micro Devices (NASDAQ:AMD) AI Developer Program.

The 52-week range of $1.31 to $5.77 came from a data page whose snapshot looked stale, and revenue and cash figures could not be confirmed.

AI Names Compared: Spread, Average Move and Price Gap

Three of the five stocks are lower. The average signed move is down 8.29% (calculated), with the earnings-driven large caps accounting for most of the drag.

The spread between Grid Dynamics at up 20.49% and Intel at down 28.91% is 49.40 percentage points (calculated). Bases differ across the group, since each move is measured from its own prior close.

The price gap is even larger. Twilio at $188.55 trades about 438.0 times the $0.4305 price of NetClass Technology (calculated). Three moves tie to earnings reports dated Oct 29, 2026, while the two small-cap moves have no identified catalyst.

What to Watch Next: Fourth-Quarter Reports and the AI Product Rollouts

No dated release was identified for the next reports from Intel, Twilio or Grid Dynamics. Intel's fourth-quarter report will show whether added Supply lifts data center shipments and gross margin stabilizes after the guided drop.

Twilio's next results will test whether organic growth holds near the guided 11% to 12%, and its buyback authorization runs through Dec 31, 2027. Grid Dynamics' next report will show whether margin gains hold against its guided EBITDA range.

NetClass Technology and Myseum.AI have no dated events; early LinkeeBot sales and progress on the Picture Party AI agent are the open items.