Intel is where the crash and the earnings agree, which is why it is left out of the ten. It fell 28.58% after guiding Q4 to $15–16B against $17.07B expected, and still trades at 30.10x forward (GuruFocus). The widely quoted 36x could not be found in a source.
Back to AI Council · Markets: Markets today, 2026-11-01: fear index (VIX) +12.9%, chip stocks (SOX) −7.2%, Nasdaq-100 −3.5% All Markets ratings →
Poly Rating · from AI Council · Markets
Chip stocks buy the dip: top 10 after the Oct 2026 crash
SK hynix reported an 80% operating margin and says its DRAM and HBM are sold out through 2029, yet it fell about 7% on Friday to roughly 4 times forward earnings, while Intel fell 28.6% and still trades at 30 times or more.
- No. 1: Micron stock (MU)
- 10 places
01Final list
The leading AIs each built their own list of ten independently. Here is one result that is easy to check: every place has a reason, a source, and the list of AIs that included it.
Order: from most to least AI agreement.
A bright badge means this AI put the entry on its list. A dim badge means it did not.
- 1
Micron stock (MU)
Fell 5.30% to $884.74 although more than 75% of 2027 output is already committed. Forward P/E is published anywhere from 4.3x to 6.0x, depending on date and source.
Included it: Claude, ChatGPT, Meta, Grok, Gemini, Kimi, DeepSeek, Wenxin.In their lists: Claude: 2 · ChatGPT: 2 · Meta: 1 · Grok: 2 · Gemini: 1 · Kimi: 1 · DeepSeek: 1 · Wenxin
What each AI noted 8
- Claudeplace 2
Fell 5.3% on Friday, is far below its $1,213.56 June high, and trades at roughly 7–10x forward earnings.
Source ↗ - ChatGPTplace 2
October erased about 17% of the stock while a recent quarter delivered $54.23 billion in revenue and an 82.3% non-GAAP operating margin.
Source ↗ - Metaplace 1
Down 5.3% on Friday but trades at 5.2x forward earnings while 75% of 2027 output is already sold
Source ↗ - Grokplace 2
The shares fell 5.30% to $884.74, about $55 billion at midday, while next year's HBM was already largely sold and the forward multiple was still near 5 times.
Source ↗ - Geminiplace 1
Sold out through 2027 on high-bandwidth memory with spot DDR5 up 480%, yet dumped to a recession-level 6.2x forward earnings.
Source ↗ - Kimiplace 1
Cheapest big chip stock in America (5.6x forward earnings) just told you 75% of next year is already sold — and it still fell 5.3% on Friday.
Source ↗ - DeepSeekplace 1
Sold out through 2028 and trading at 5x forward earnings after a 5.3% dip—the market is pricing a cycle that management says isn't coming.
Source ↗ - Wenxin
Named differently in its own list: open the full list.
8 AIs put it here - 2
SK hynix stock
80% Q3 operating margin and DRAM/HBM 'sold out through 2029' per management, yet −7.08% in Seoul and −7.95% on the ADR. Forward P/E is 4.0 on the ADR; sources range from 2.7x to 6.0x.
Included it: Claude, ChatGPT, Meta, Grok, Gemini, Kimi, DeepSeek, Wenxin.In their lists: Claude: 1 · ChatGPT: 1 · Meta: 2 · Grok: 1 · Gemini: 2 · Kimi: 2 · DeepSeek: 2 · Wenxin
What each AI noted 8
- Claudeplace 1
Down about 7–8% on Friday, yet trading at 4.5x 2027 earnings, with an 80% operating margin and DRAM/HBM sold out through 2029.
Source ↗ - ChatGPTplace 1
Shares lost roughly 20% in October even as management said HBM and DRAM production was sold out through 2029.
Source ↗ - Metaplace 2
Fell 7.95% Friday yet management says DRAM and HBM virtually sold out through 2029
Source ↗ - Grokplace 1
An 80% operating margin and DRAM and HBM sold out through 2029, then a 7% drop that still left the US listing near 4 times forward earnings.
Source ↗ - Geminiplace 2
Commanding over 50% of global AI accelerator HBM shipments, its 8.4% sympathy drop leaves the world's most profitable memory fabricator at 6.5x forward P/E.
Source ↗ - Kimiplace 2
The HBM leader with half the global market trades at about 4x forward earnings — cheaper after Friday's 7.1% drop than almost any chip stock in history at peak earnings.
Source ↗ - DeepSeekplace 2
DRAM and HBM sold out through 2029, yet the stock fell 7.1% Friday and trades near 6x forward earnings.
Source ↗ - Wenxin
Named differently in its own list: open the full list.
8 AIs put it here - 3
Nvidia stock (NVDA)
The smallest big drop (−4.22%) but the biggest dollar loss: about $185B intraday, at −3.6%. The business is healthy, but 17–23x forward earnings is no memory-style bargain.
Included it: Claude, ChatGPT, Meta, Grok, Gemini, Kimi, DeepSeek, Wenxin.In their lists: Claude: 4 · ChatGPT: 5 · Meta: 4 · Grok: 6 · Gemini: 5 · Kimi: 6 · DeepSeek: 4 · Wenxin
What each AI noted 8
- Claudeplace 4
A mere −4.2% day still cost roughly $185B, but at about 22–24x forward earnings it is the priciest of the healthy names.
Source ↗ - ChatGPTplace 5
A roughly 3.6% intraday decline erased about $185 billion, more than Intel's roughly $138 billion loss despite Intel falling nearly eight times as much.
Source ↗ - Metaplace 4
Only -4.22% on Friday but that was $100B+ of value, losing crown to Apple at $4.93T vs $5.03T
Source ↗ - Grokplace 6
A 4.22% decline was one of the smaller percent drops and still the biggest dollar loss, on a forward multiple near 17 times, not 5.
Source ↗ - Geminiplace 5
Surrendered $185 billion in market value on a 4.1% slip while next-generation platform commitments remain locked through late 2027.
Source ↗ - Kimiplace 6
Lost about $185 billion in market value on a mere 4.2% dip — the smallest Friday percentage drop among the megacaps, yet the largest dollar loss of the day.
Source ↗ - DeepSeekplace 4
Lost $185 billion in market value on a 3.6% drop, yet forward P/E of 12.9x and $108 billion quarterly guidance scream over-punished.
Source ↗ - Wenxin
Named differently in its own list: open the full list.
8 AIs put it here - 4
Broadcom stock (AVGO)
Fell 5.48% with no company news; about $90B was gone by late morning. Forward P/E is near 19x, but an earlier AI-revenue guidance miss weakens the case.
Included it: Claude, ChatGPT, Meta, Grok, Gemini, Kimi, DeepSeek, Wenxin.In their lists: Claude: 7 · ChatGPT: 7 · Meta: 6 · Grok: 7 · Gemini: 6 · Kimi: 7 · DeepSeek: 6 · Wenxin
What each AI noted 8
- Claudeplace 7
A −5.5% move with no company news, so it was a pure sector sale. Its valuation after the drop is unknown to us.
Source ↗ - ChatGPTplace 7
A roughly 5.5% Friday intraday decline wiped out about $90 billion, even though October's total fall was approximately 7%.
Source ↗ - Metaplace 6
Custom AI chips down 5.48% to $326.08, far less than PC-exposed names
Source ↗ - Grokplace 7
About $90 billion vanished by late morning on a 5.5% slide, with no Broadcom warning attached and a forward multiple still near 19 times.
Source ↗ - Geminiplace 6
Lost $58 billion despite holding multi-year custom ASIC contracts with the world's top three cloud hyperscalers.
Source ↗ - Kimiplace 7
Its own CEO says 'the biggest constraint is capital' — a funding worry, not a chip-demand worry — yet the stock trades at 43x and carries the sector's most-watched AI guidance miss.
Source ↗ - DeepSeekplace 6
AI revenue surging 221% and 19x forward P/E, yet the stock was sold with the sector.
- Wenxin
Named differently in its own list: open the full list.
8 AIs put it here - 5
Samsung Electronics stock
Record Q3 operating profit of 107.4T won and 2027 HBM sold out, but it fell only 3.02% on Friday. BofA had it at 3.0x 2027 earnings before the drop.
Included it: Claude, ChatGPT, Meta, Grok, Kimi, DeepSeek, Wenxin. Did not include: Gemini.In their lists: Claude: 5 · ChatGPT: 3 · Meta: 3 · Grok: 3 · Kimi: 5 · DeepSeek: 3 · Wenxin
What each AI noted 7
- Claudeplace 5
Fell only about 3%, but is heading for its first monthly drop since July.
Source ↗ - ChatGPTplace 3
Semiconductor profit jumped fifteenfold, yet investors punished the company for delivering less shareholder-return clarity than SK hynix.
Source ↗ - Metaplace 3
Korean leader at 6.4x forward earnings while DDR5 spot holds $61.82, +480% year over year
- Grokplace 3
The first tech company through 100 trillion won of quarterly operating profit fell 3% on Friday and was still quoted at about 3 times 2027 earnings.
Source ↗ - Kimiplace 5
A record ~$58B quarterly profit machine down just 3% on Friday — the mildest big-name drop, priced at a persistent Korea discount to its memory peers.
Source ↗ - DeepSeekplace 3
Record $80 billion quarterly operating profit and memory shortage to 2028, but shares trade at just 3–4x forward earnings.
Source ↗ - Wenxin
Named differently in its own list: open the full list.
7 AIs put it here - 6
TSMC stock (TSM)
Q3 revenue +41% at a 58.7% operating margin, with Q4 guided higher. The ADR still fell 5.95% while the Taipei share fell just 1.86%. Forward P/E 16–23x.
Included it: ChatGPT, Meta, Grok, Gemini, Kimi, DeepSeek. Did not include: Claude, Wenxin.In their lists: ChatGPT: 4 · Meta: 5 · Grok: 5 · Gemini: 3 · Kimi: 4 · DeepSeek: 5
What each AI noted 6
- ChatGPTplace 4
About $108 billion in market value disappeared intraday on Friday, despite no TSMC-specific earnings warning being identified as the selloff's trigger.
Source ↗ - Metaplace 5
Foundry fell 5.95% to $406.13 in sector-wide repricing, not a TSM-specific order collapse
- Grokplace 5
The ADR fell 5.95% to $406.13 with no change in a raised year, while the Taipei share fell only 1.86%.
Source ↗ - Geminiplace 3
The indispensable monopoly foundry lost $55 billion in value in hours, despite 3nm and 2nm wafers remaining fully booked through 2027.
Source ↗ - Kimiplace 4
Grew revenue 41% with a 66% gross margin and a $52-54B next-quarter guide — and the Friday drop gave back only 2% on a valuation below the S&P 500's multiple.
Source ↗ - DeepSeekplace 5
AI demand 'extremely strong' and supply can't keep up, but the stock fell 5.4% and trades at 16x forward earnings.
6 AIs put it here - 7
AMD stock
Fell 10.88% to $504.80 before its 3 Nov results, with data-centre sales more than doubling. Forward P/E is quoted from 31x to 72x, so the drop did not make it cheap.
Included it: Claude, ChatGPT, Meta, Grok, Gemini, Kimi. Did not include: DeepSeek, Wenxin.In their lists: Claude: 6 · ChatGPT: 8 · Meta: 7 · Grok: 9 · Gemini: 8 · Kimi: 10
What each AI noted 6
- Claudeplace 6
Dropped 10.9% in a sector rout, with no AMD-specific cause named.
Source ↗ - ChatGPTplace 8
AMD lost approximately 17% in October and another 10.9% on Friday's closing-session reporting, a deeper daily hit than Nvidia's.
Source ↗ - Metaplace 7
Down 10.88% to $504.80 on Intel PC warning despite AI demand still growing
Source ↗ - Grokplace 9
Down 10.88% to $504.80 before its own earnings, and still around 30 to 45 times forward earnings.
Source ↗ - Geminiplace 8
Slumped 8.3% as PC client drag offset data center gains, keeping forward P/E stretched at 41.5x with zero margin for execution error.
Source ↗ - Kimiplace 10
Fell the hardest of any US megacap on Friday (-11%) and still carries a 72x forward P/E — a big drop that did not make it cheap.
Source ↗
6 AIs put it here - 8
ASML stock
Fell somewhere between 5.67% and 8.13% depending on the source, and about 14% in October. It is described as 'overbooked to 2027–28', but trades at about 24.7x forward and has no verified backlog figure.
Included it: ChatGPT, Meta, Gemini, DeepSeek. Did not include: Claude, Grok, Kimi, Wenxin.In their lists: ChatGPT: 6 · Meta: 9 · Gemini: 4 · DeepSeek: 10
What each AI noted 4
- ChatGPTplace 6
October's roughly 14% decline extended to a Friday drop near 6%, even though Intel's PC outlook—not an ASML earnings release—triggered the global rout.
Source ↗ - Metaplace 9
Lithography monopoly fell 6.55% to $1,565.90 despite being the bottleneck for new fabs
- Geminiplace 4
A €38 billion backlog for extreme ultraviolet lithography systems provides absolute revenue protection that Friday's 6.1% drop completely ignored.
Source ↗ - DeepSeekplace 10
Overbooked until 2027–28 and 24.7x forward P/E, but fell 8.1% Friday as AI capex fears spread.
Source ↗
4 AIs put it here - 9
SanDisk stock (SNDK)
Beat and raised (revenue +378%, next quarter guided at $12.2–12.6B), then fell 13.5–14.1% on Friday. Its roughly 5.9x fiscal-2027 multiple comes from one source (TipRanks).
Included it: Claude, Grok, Kimi. Did not include: ChatGPT, Meta, Gemini, DeepSeek, Wenxin.In their lists: Claude: 3 · Grok: 4 · Kimi: 3
What each AI noted 3
- Claudeplace 3
Fell 13.5% on Friday right after a beat and an 8-for-1 split, while trading at under 7x forward earnings by one count.
Source ↗ - Grokplace 4
Revenue up 378% and the next quarter guided above the Street, and the shares still fell about 14% on the day.
Source ↗ - Kimiplace 3
Up more than 5200% since its spin-off and still only 6.9x forward earnings — the market prices a NAND bust that management's sold-out order book keeps contradicting.
Source ↗
3 AIs put it here - 10
Applied Materials stock (AMAT)
Fell 8.73% on Friday and about 19% in October through the 19th, while revenue is forecast to rise from $34.3B to $57.1B by FY2028. The 17–22x forward figure comes from one source.
Included it: Gemini, DeepSeek. Did not include: Claude, ChatGPT, Meta, Grok, Kimi, Wenxin.In their lists: Gemini: 7 · DeepSeek: 7
What each AI noted 2
- Geminiplace 7
Fell 7.4% on fears of factory delays, yet gate-all-around (GAA) node transitions make 2027 equipment spending non-discretionary.
Source ↗ - DeepSeekplace 7
Fell 8.7% Friday despite 75% of 2028 WFE growth already in its core markets; forward P/E looks undemanding.
2 AIs put it here
02Worth knowing
What the AIs noticed while building the list.
The '$1 trillion erased' was an intraday sum at 11:35 a.m. ET across 23 companies, not a closing figure. Nvidia, Intel, TSMC, Broadcom and AMD made up about $610B of it.
Memory chip prices did not fall with the shares. DDR5 16Gb spot averaged $61.50 on 30 Oct, up 0.27%. The often-cited $61.82 and +480% year on year are from the 22 Oct board.
SIA puts August three-month-average sales at $159.7B, +144.3% from $65.4B a year earlier, but an SIA release headline reads +21.7% year on year. The two figures are not reconciled.
Cheap memory multiples may be a cycle-peak trap. BofA reads 2–3x Korean multiples as excess pessimism; Morgan Stanley warns that peak earnings make them a value trap.
03Questions people ask
Which stocks to buy in the dip?
Memory makers show the widest gap between price and earnings: SK hynix closed at about 4x forward earnings after a 7.95% ADR drop, and Micron at about 4.3–6x after −5.3%. This is a ranking, not personal advice.
Source ↗Why is Intel stock crashing?
Intel closed down 28.58% on 30 Oct after guiding Q4 revenue to $15–16B against $17.07B expected and EPS to 25 cents against 43 cents. It also said it expects no positive cash flow this year.
Source ↗Are semiconductor stocks overvalued?
Not as one group. FactSet had Micron and SK hynix at 6.0x forward earnings on 6 Oct, while Intel was still about 30x after the crash and AMD 31–72x depending on the source.
Source ↗Why did chip stocks crash today?
The crash was on Friday 30 Oct: Intel's weak PC outlook and fears about AI spending sent the SOX down 7.20% to 10,688.80. Figures for the loss differ because the '$1T' was an intraday count.
Source ↗04How we counted
In plain words, no formulas.
1The question
Top 10 Chip Stocks Where the Crash and the Earnings Disagree
2Why this topic
It puts Friday's price drops, next year's earnings and the physical chip market side by side, so the reader sees which stocks are actually on sale and which only look cheaper. No single price list or earnings table shows this.
3Where it applies
Global semiconductor stocks: the members of the Philadelphia Semiconductor Index plus the large Asian memory makers that trade with them (US, Taiwan, South Korea, Japan, Netherlands)
4What we looked at
- How far the share price fell on Friday 30 October 2026 and over October, both in percent and in dollars of market value lost
- Forward price-to-earnings and expected sales growth for 2026–2028. A big drop only ranks high if next year's profit still looks cheap after it
- Whether the fall was company-specific (for example a weak outlook or margin pressure) or the stock was sold along with the whole sector
- Demand evidence that did not fall with the shares: what management says about order books and being sold out into 2027–2028, DRAM spot and contract prices, and industry sales
- Score: 35% fundamental resilience, 25% demand evidence, 20% valuation after the drop, 20% severity of the drop. Any input we can't get is flagged, not estimated
- Nasdaq PHLX Semiconductor Index (SOX), via MarketWatch — Official index close on 30 Oct 2026: 10,688.80, down 7.20%
- Pacific Tape SOX member closes / Yahoo Finance quotes — Closing % change on 30 Oct for US members and Seoul, Taipei and Tokyo listings
- Benzinga (TradingView data, 11:35 a.m. ET) — Intraday % move and dollars of market value erased for 23 chip companies, about $1.01T in total. These are not closing figures
5Who ranked
The leading AIs, each building its own list of ten independently and naming a source for every place: Claude, ChatGPT, Meta, Grok, Gemini, Kimi, DeepSeek, Wenxin.
6How the places were set
The same entry written differently by different AIs was counted as one. The more AIs put an entry on their list, and the higher they put it, the higher its place. "AI agreement" shows how many of the AIs had it on their own list. Sources are only those the AIs found themselves; nothing was added by hand.
05Each AI's own list
🇺🇸 Claude10 places · 4 notes
The same question, answered by Claude alone. The final list above combines all the AIs.
- 1SK Hynix stock (Korea / US listing)
Down about 7–8% on Friday, yet trading at 4.5x 2027 earnings, with an 80% operating margin and DRAM/HBM sold out through 2029.
Source ↗ - 2Micron stock (MU)
Fell 5.3% on Friday, is far below its $1,213.56 June high, and trades at roughly 7–10x forward earnings.
Source ↗ - 3Sandisk stock (SNDK)
Fell 13.5% on Friday right after a beat and an 8-for-1 split, while trading at under 7x forward earnings by one count.
Source ↗ - 4Nvidia stock (NVDA)
A mere −4.2% day still cost roughly $185B, but at about 22–24x forward earnings it is the priciest of the healthy names.
Source ↗ - 5Samsung Electronics stock
Fell only about 3%, but is heading for its first monthly drop since July.
Source ↗ - 6AMD stock
Dropped 10.9% in a sector rout, with no AMD-specific cause named.
Source ↗ - 7Broadcom stock (AVGO)
A −5.5% move with no company news, so it was a pure sector sale. Its valuation after the drop is unknown to us.
Source ↗ - 8Marvell stock (MRVL)
Lost 10% on a deal report, not on earnings: CNBC's David Faber said the deal won't carry a big premium.
Source ↗ - 9Qualcomm stock (QCOM)
Down 11.1%, and it is the large name most tied to the consumer-device weakness behind the Intel warning.
Source ↗ - 10Intel stock crash 2026
The worst day since 1974 (−28.6%, about $146B lost) and still about 36x forward earnings: a damaged business, not a bargain.
Source ↗
What Claude noticed
The crash and the earnings split. SK Hynix reported an 80% operating margin and fell about 7%, while Intel guided below estimates and fell about 29%. The sector fell together, but the two businesses are very different.
Memory prices are both the bull case and the trigger. Soaring memory costs are hurting PC and phone makers, which is what Intel's PC weakness reflects, while the same prices produce record memory-maker profits.
Chip sales above $1 trillion in eight months. SIA says year-to-date global sales have passed $1 trillion through August, so the fall followed record industry sales, not a sales slump.
The SOX fell 7.2% on Friday, the steepest drop among the major gauges that day, to 10,688.80.
🇺🇸 ChatGPT10 places · 4 notes
The same question, answered by ChatGPT alone. The final list above combines all the AIs.
- 1SK hynix Stock (South Korea, 2026)
Shares lost roughly 20% in October even as management said HBM and DRAM production was sold out through 2029.
Source ↗ - 2Micron Technology Stock (MU, USA, 2026)
October erased about 17% of the stock while a recent quarter delivered $54.23 billion in revenue and an 82.3% non-GAAP operating margin.
Source ↗ - 3Samsung Electronics Stock (South Korea, 2026)
Semiconductor profit jumped fifteenfold, yet investors punished the company for delivering less shareholder-return clarity than SK hynix.
Source ↗ - 4Taiwan Semiconductor Manufacturing Stock (TSM, Taiwan, 2026)
About $108 billion in market value disappeared intraday on Friday, despite no TSMC-specific earnings warning being identified as the selloff's trigger.
Source ↗ - 5Nvidia Stock (NVDA, USA, 2026)
A roughly 3.6% intraday decline erased about $185 billion, more than Intel's roughly $138 billion loss despite Intel falling nearly eight times as much.
Source ↗ - 6ASML Holding Stock (Netherlands, 2026)
October's roughly 14% decline extended to a Friday drop near 6%, even though Intel's PC outlook—not an ASML earnings release—triggered the global rout.
Source ↗ - 7Broadcom Stock (AVGO, USA, 2026)
A roughly 5.5% Friday intraday decline wiped out about $90 billion, even though October's total fall was approximately 7%.
Source ↗ - 8Advanced Micro Devices Stock (AMD, USA, 2026)
AMD lost approximately 17% in October and another 10.9% on Friday's closing-session reporting, a deeper daily hit than Nvidia's.
Source ↗ - 9Arm Holdings Stock (ARM, UK/USA-listed, 2026)
October's approximately 29% decline was followed by another double-digit Friday slide, but the fall cannot be called cheap without a verified earnings multiple.
Source ↗ - 10Intel Stock (INTC, USA, 2026)
The biggest percentage collapse came with the weakest fundamental signal: a roughly 29% Friday plunge and quarterly revenue guidance more than $1 billion below expectations.
Source ↗
What ChatGPT noticed
The most striking contradiction is in memory: SK hynix said DRAM and HBM were sold out through 2029, with HBM demand twice available supply, while investors continued selling semiconductor equities.
Global semiconductor sales reached $159.7 billion in August 2026, up 144.3% year over year. This is a three-month moving average, not a single-month transaction total, and does not prove every chipmaker's future profitability.
Five companies—Nvidia, Intel, AMD, TSMC and Broadcom—accounted for approximately $610 billion, or 60%, of Benzinga's estimated $1.01 trillion intraday semiconductor market-cap loss.
Memory stocks can look cheapest precisely when their earnings are most vulnerable to a cycle reversal. BofA interpreted exceptionally low 2027–2028 multiples as a valuation opportunity, while Morgan Stanley emphasized the risk of peak-cycle earnings.
🇺🇸 Meta10 places · 3 notes
The same question, answered by Meta alone. The final list above combines all the AIs.
- 1Micron Technology (MU) stock 2026
Down 5.3% on Friday but trades at 5.2x forward earnings while 75% of 2027 output is already sold
Source ↗ - 2SK Hynix (SKHY) stock 2026
Fell 7.95% Friday yet management says DRAM and HBM virtually sold out through 2029
Source ↗ - 3Samsung Electronics memory stock 2026
Korean leader at 6.4x forward earnings while DDR5 spot holds $61.82, +480% year over year
- 4Nvidia (NVDA) stock 2026
Only -4.22% on Friday but that was $100B+ of value, losing crown to Apple at $4.93T vs $5.03T
Source ↗ - 5TSMC (TSM) stock 2026
Foundry fell 5.95% to $406.13 in sector-wide repricing, not a TSM-specific order collapse
- 6Broadcom (AVGO) stock 2026
Custom AI chips down 5.48% to $326.08, far less than PC-exposed names
Source ↗ - 7AMD stock 2026
Down 10.88% to $504.80 on Intel PC warning despite AI demand still growing
Source ↗ - 8Qualcomm (QCOM) stock 2026
Smartphone-PC link fell 11.12% to $164.79, biggest loser outside Intel
Source ↗ - 9ASML Holding stock 2026
Lithography monopoly fell 6.55% to $1,565.90 despite being the bottleneck for new fabs
- 10Intel (INTC) stock 2026
Worst day since 1974, -28.58% to $65.76, erasing $146B, but still 41x forward earnings
What Meta noticed
Memory price vs share price diverge: DDR5 16Gb spot $61.82, +480% YoY on Oct 22, while SOX fell 7.2% on Oct 30 to 10,688.80
SK Hynix says DRAM and HBM virtually sold out through 2029 and demand will outpace supply through 2030, Micron says 75% of 2027 output committed
Valuation gap: Micron at 5.2x forward earnings Oct 29 vs S&P 500 at 19.2x, while PHLX Semiconductor Index at 25.1x
🇺🇸 Grok10 places · 4 notes
The same question, answered by Grok alone. The final list above combines all the AIs.
- 1SK hynix stock 2026
An 80% operating margin and DRAM and HBM sold out through 2029, then a 7% drop that still left the US listing near 4 times forward earnings.
Source ↗ - 2Micron stock 2026
The shares fell 5.30% to $884.74, about $55 billion at midday, while next year's HBM was already largely sold and the forward multiple was still near 5 times.
Source ↗ - 3Samsung Electronics stock 2026
The first tech company through 100 trillion won of quarterly operating profit fell 3% on Friday and was still quoted at about 3 times 2027 earnings.
Source ↗ - 4SanDisk stock 2026
Revenue up 378% and the next quarter guided above the Street, and the shares still fell about 14% on the day.
Source ↗ - 5TSMC stock 2026
The ADR fell 5.95% to $406.13 with no change in a raised year, while the Taipei share fell only 1.86%.
Source ↗ - 6Nvidia stock 2026
A 4.22% decline was one of the smaller percent drops and still the biggest dollar loss, on a forward multiple near 17 times, not 5.
Source ↗ - 7Broadcom stock 2026
About $90 billion vanished by late morning on a 5.5% slide, with no Broadcom warning attached and a forward multiple still near 19 times.
Source ↗ - 8Kioxia stock 2026
An 80% operating margin and 2027 output described as sold out, then a guide that missed and a stock that fell with it.
Source ↗ - 9AMD stock 2026
Down 10.88% to $504.80 before its own earnings, and still around 30 to 45 times forward earnings.
Source ↗ - 10Intel stock 2026
The group's worst day, −28.58% to about $65.76, and still about 30 times forward earnings after a guide that really did go down.
Source ↗
What Grok noticed
By 11:35 a.m. ET on Friday, Benzinga counted about $1.01 trillion erased across 23 chip companies. Nvidia, Intel, TSMC, Broadcom and AMD were about $610 billion of that. Nvidia's percent drop was small. Its dollar loss was the largest.
The chip index and the chip price went opposite ways. The SOX closed at 10,688.80, down 7.20%. The same day's TrendForce session average for a DDR5 16Gb chip was $61.50, up 0.27% on the session. A tracker put the 22 Oct average at $61.82, about 480% above a year earlier.
Industry sales had not rolled over. The Semiconductor Industry Association said August's three-month-average sales were $159.7 billion, up 144.3% from $65.4 billion a year earlier, and that 2026 sales had already passed $1 trillion by August.
From the 2 Oct SOX close of 13,136.67 to the 30 Oct close of 10,688.80, the index gave back a large piece of the year's gain in four weeks. Eleven individual chip stocks were already down more than 20% in October by 10:30 a.m. on the 30th, and ten of those eleven were still up for 2026.
🇺🇸 Gemini10 places · 2 notes
The same question, answered by Gemini alone. The final list above combines all the AIs.
- 1Micron Technology (MU)
Sold out through 2027 on high-bandwidth memory with spot DDR5 up 480%, yet dumped to a recession-level 6.2x forward earnings.
Source ↗ - 2SK Hynix (000660.KS)
Commanding over 50% of global AI accelerator HBM shipments, its 8.4% sympathy drop leaves the world's most profitable memory fabricator at 6.5x forward P/E.
Source ↗ - 3Taiwan Semiconductor Manufacturing Co. (TSM)
The indispensable monopoly foundry lost $55 billion in value in hours, despite 3nm and 2nm wafers remaining fully booked through 2027.
Source ↗ - 4ASML Holding (ASML)
A €38 billion backlog for extreme ultraviolet lithography systems provides absolute revenue protection that Friday's 6.1% drop completely ignored.
Source ↗ - 5Nvidia (NVDA)
Surrendered $185 billion in market value on a 4.1% slip while next-generation platform commitments remain locked through late 2027.
Source ↗ - 6Broadcom (AVGO)
Lost $58 billion despite holding multi-year custom ASIC contracts with the world's top three cloud hyperscalers.
Source ↗ - 7Applied Materials (AMAT)
Fell 7.4% on fears of factory delays, yet gate-all-around (GAA) node transitions make 2027 equipment spending non-discretionary.
Source ↗ - 8Advanced Micro Devices (AMD)
Slumped 8.3% as PC client drag offset data center gains, keeping forward P/E stretched at 41.5x with zero margin for execution error.
Source ↗ - 9Qualcomm (QCOM)
Trading at a modest 14.1x forward earnings after dropping 6.8%, but anchored to stagnant smartphone replacement cycles.
Source ↗ - 10Intel (INTC)
Crashed 28.6% in its worst day since 1974, yet remains an expensive trap at 35.8x forward earnings as profit projections vanished.
Source ↗
What Gemini noticed
A severe drop does not make a stock cheap: Intel's 28.6% single-day crash left it trading at roughly 36x forward earnings because consensus estimates cratered faster than the stock, while Micron and SK Hynix fell into single-digit multiples (6x–7x) despite full order books through 2027.
Nvidia alone accounted for nearly $185 billion of Friday's erased value on a modest 4.1% slip, demonstrating how index concentration magnifies broader market tremors even when baseline enterprise AI demand remains unbroken.
🇨🇳 Kimi10 places · 4 notes
The same question, answered by Kimi alone. The final list above combines all the AIs.
- 1Micron (MU) stock
Cheapest big chip stock in America (5.6x forward earnings) just told you 75% of next year is already sold — and it still fell 5.3% on Friday.
Source ↗ - 2SK Hynix (SKHY) stock
The HBM leader with half the global market trades at about 4x forward earnings — cheaper after Friday's 7.1% drop than almost any chip stock in history at peak earnings.
Source ↗ - 3SanDisk (SNDK) stock
Up more than 5200% since its spin-off and still only 6.9x forward earnings — the market prices a NAND bust that management's sold-out order book keeps contradicting.
Source ↗ - 4TSMC (TSM) stock
Grew revenue 41% with a 66% gross margin and a $52-54B next-quarter guide — and the Friday drop gave back only 2% on a valuation below the S&P 500's multiple.
Source ↗ - 5Samsung Electronics stock
A record ~$58B quarterly profit machine down just 3% on Friday — the mildest big-name drop, priced at a persistent Korea discount to its memory peers.
Source ↗ - 6Nvidia (NVDA) stock
Lost about $185 billion in market value on a mere 4.2% dip — the smallest Friday percentage drop among the megacaps, yet the largest dollar loss of the day.
Source ↗ - 7Broadcom (AVGO) stock
Its own CEO says 'the biggest constraint is capital' — a funding worry, not a chip-demand worry — yet the stock trades at 43x and carries the sector's most-watched AI guidance miss.
Source ↗ - 8Seagate (STX) stock
Hard disks, not chips, but the same disagreement: supply allocated through 2028 and cloud contracts into 2030 — while the market sells it as a cyclical peak.
Source ↗ - 9Intel (INTC) stock
The 28.6% crash was the worst day since July 1974 — and at ~36x forward earnings it is still the most expensive stock in this ranking: the fall was company-specific, not sector-wide.
Source ↗ - 10AMD (AMD) stock
Fell the hardest of any US megacap on Friday (-11%) and still carries a 72x forward P/E — a big drop that did not make it cheap.
Source ↗
What Kimi noticed
The crash and the earnings disagree most violently in memory: DDR5 spot prices are +480% year over year and SIA sales are +144.3% YoY, yet the memory stocks trade at 4-7x forward earnings while the S&P 500 trades at 20x.
Intel's -28.6% was the only truly company-specific collapse on Friday — and it is still the most expensive stock on the list at ~36x forward earnings, while the stocks that fell with the sector (Micron, SK Hynix) are the cheapest.
Three management teams in four weeks — Micron, SK Hynix and Seagate — independently said supply is committed through 2028-2030; Micron's CEO says he has no line of sight on when supply and demand rebalance.
Dollars and percent tell opposite stories on Friday: Nvidia's modest -4.2% erased about $185B — more dollar value than Intel's entire post-crash market-cap loss of ~$100B+.
🇨🇳 DeepSeek10 places · 3 notes
The same question, answered by DeepSeek alone. The final list above combines all the AIs.
- 1Micron Technology (MU)
Sold out through 2028 and trading at 5x forward earnings after a 5.3% dip—the market is pricing a cycle that management says isn't coming.
Source ↗ - 2SK Hynix (SKHY)
DRAM and HBM sold out through 2029, yet the stock fell 7.1% Friday and trades near 6x forward earnings.
Source ↗ - 3Samsung Electronics (SSNLF)
Record $80 billion quarterly operating profit and memory shortage to 2028, but shares trade at just 3–4x forward earnings.
Source ↗ - 4Nvidia (NVDA)
Lost $185 billion in market value on a 3.6% drop, yet forward P/E of 12.9x and $108 billion quarterly guidance scream over-punished.
Source ↗ - 5TSMC (TSM)
AI demand 'extremely strong' and supply can't keep up, but the stock fell 5.4% and trades at 16x forward earnings.
- 6Broadcom (AVGO)
AI revenue surging 221% and 19x forward P/E, yet the stock was sold with the sector.
- 7Applied Materials (AMAT)
Fell 8.7% Friday despite 75% of 2028 WFE growth already in its core markets; forward P/E looks undemanding.
- 8Lam Research (LRCX)
Memory-led demand and 47% revenue growth expected in FY2027, but the stock dropped 8% and trades at 24x forward earnings.
Source ↗ - 9KLA Corporation (KLAC)
AI demand driving growth and 27x forward P/E, but the stock fell 5.9% with the sector.
Source ↗ - 10ASML (ASML)
Overbooked until 2027–28 and 24.7x forward P/E, but fell 8.1% Friday as AI capex fears spread.
Source ↗
What DeepSeek noticed
Memory stocks are the cheapest in the S&P 500 despite record profits: Micron trades at 5–6x forward earnings while Intel trades at ~36x, a gap that reflects cycle fear rather than current demand.
Intel's 45% October plunge is its worst month on record, but unlike memory stocks, the drop is backed by a weak PC outlook and a forward P/E still near 36x—earnings and crash agree.
Nvidia lost more dollars ($185B) than Intel ($138B) on Friday despite falling only 3.6%, because it is worth nearly $5 trillion—a reminder that percentage drops and dollar losses tell different stories.