U.S. stocks suffered a broad-based selloff on November 6, with the Nasdaq Composite dropping approximately 4% and the Nasdaq 100 falling 4.52%. The S&P 500 declined 2.7%, breaking below its 100-day moving average and September lows, while both Nasdaq indices fell beneath their 200-day moving averages. Market breadth deteriorated sharply, with declining stocks outnumbering gainers nearly 4-to-1 on the Nasdaq, signaling the selling pressure had spread well beyond mega-cap tech names.
The AI supply chain was hit hardest across every segment. Storage stocks including SanDisk, Western Digital, Micron Technology, and SK Hynix all plunged over 10%. Chipmakers AMD, Qualcomm, and Arm Holdings also dropped more than 10%, alongside data center connectivity and optical networking firms Astera Labs, Lumentum, Coherent, Credo, and Marvell Technology. Semiconductor equipment makers Lam Research and Applied Materials fell over 10%, as did AI cloud providers Nebius and CoreWeave, and data center power supplier Bloom Energy, which saw losses approaching 18% along with SanDisk.
AI Supply Chain Stocks Plunge Over 10% in Broad U.S. Equity Rout
Sorumluluk Reddi: Phemex Haberler'de sunulan içerik yalnızca bilgilendirme amaçlıdır. Üçüncü taraf makalelerden alınan bilgilerin kalitesi, doğruluğu veya eksiksizliğini garanti etmiyoruz. Bu sayfadaki içerik finansal veya yatırım tavsiyesi niteliği taşımaz. Yatırım kararları vermeden önce kendi araştırmanızı yapmanızı ve nitelikli bir finans danışmanına başvurmanızı şiddetle tavsiye ederiz.
