27 of the 30 SOX members fell on Nov 2. Only Monolithic Power (+2.67%), Lattice (+2.66%) and Texas Instruments (+0.39%) rose, and the index closed at 10,328.33 (-3.37%). Investors.com counted only two gainers.
Back to AI Council · Markets: Markets today, 2026-11-03: chip stocks (SOX) −3.4%, copper −3.1%, WTI oil +2.1% All Markets ratings →
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Why Are Chip Stocks Falling Today? Top 10, Nov 3, 2026
Nvidia fell only 1.26% on Monday, yet it has lost about $835–896 billion of market value since Oct 6. That is about three times Intel's $279 billion, even though Intel sits 48.4% below its high.
- No. 1: Nvidia (NVDA)
- 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
Nvidia (NVDA)
Fell only 1.26% on Monday and is 15.5% below its high, both mild, yet it leads the dollar losses with about $835–896 billion gone since Oct 6. The two tallies disagree on that figure.
Included it: Claude, ChatGPT, Meta, Grok, Gemini, Z.ai, DeepSeek, Wenxin.In their lists: Claude: 7 · ChatGPT: 1 · Meta: 1 · Grok: 1 · Gemini: 1 · Z.ai: 1 · DeepSeek: 1 · Wenxin: 1
What each AI noted 8
- Claudeplace 7
Nvidia is the biggest dollar mover with a 10.34% weight, yet it sits only about 17% below its 2026 peak, which is milder than the index's 29.4%.
Source ↗ - ChatGPTplace 1
Just 1.26% lost on Monday, yet Nvidia leads the sector's dollar destruction: size makes a relatively mild fall enormous.
Source ↗ - Metaplace 1
$835B market value gone since Oct 6 despite only -1.26% on the day - 12% index cap hides the dollars
Source ↗ - Grokplace 1
Monday was only −1.26%, and Nvidia still accounts for the biggest dollar hole since Oct. 6, about $896 billion.
Source ↗ - Geminiplace 1
Shed over $410 billion—more dollar value than the market capitalization of 27 individual SOX constituents combined—despite falling only 3.8% in the session.
- Z.aiplace 1
Down just 1.26% on Monday — the gentlest fall among the big six — yet roughly $835 billion gone since Oct 6, the largest dollar loss of them all: the measure you use decides whether Nvidia barely registers or tops the damage table.
Source ↗ - DeepSeekplace 1
The $896 billion dollar-loss leader fell only about 1% on the day and sits 15.5% below its recent high — first in dollars, near-last in both percentage measures.
Source ↗ - Wenxinplace 1
−4.1% in one day but 132 B of market cap gone since Oct 6 — the cap that hides the dollar damage
Source ↗
8 AIs put it here - 2
Intel (INTC)
The deepest drop from its high (-48.4%) and the third-worst day (-8.80%), but only about $279 billion lost, behind Nvidia, TSMC and AMD.
Included it: Claude, ChatGPT, Meta, Grok, Gemini, Z.ai, DeepSeek, Wenxin.In their lists: Claude: 1 · ChatGPT: 2 · Meta: 2 · Grok: 4 · Gemini: 4 · Z.ai: 3 · DeepSeek: 9 · Wenxin: 5
What each AI noted 8
- Claudeplace 1
Intel fell 28.58% on Oct 30, its biggest daily drop in more than 40 years, so it is the biggest one-day and from-high loser in the data I found.
Source ↗ - ChatGPTplace 2
A 48.4% collapse from its recent closing high makes Intel the percentage-disaster headline, even though Nvidia has lost more dollars.
Source ↗ - Metaplace 2
Down 8.8% Monday and 49.7% in 30 days from $119.33 to $59.97, but only $140B erased Friday vs Nvidia's $835B
- Grokplace 4
48.4% under its Oct. 5 close, the steepest giant, but only about $279 billion of the dollar tally, behind Nvidia, TSMC and AMD.
Source ↗ - Geminiplace 4
Suffered the day's worst wipeout (-6.8%) and a brutal 31.4% crash from its peak, yet ranks only 9th in actual dollars destroyed ($25 billion).
- Z.aiplace 3
Almost half its value gone — 48.4% below its Oct 5 high, the deepest cut of all 30 members — after back-to-back falls of 28.58% on Friday and 8.80% on Monday; the percent measures crown Intel, the dollar ledger (≈$0.30T) refuses to.
Source ↗ - DeepSeekplace 9
Second-worst one-day drop (-8.80%) and the deepest below its recent high (-48.4%), yet only fifth in dollars lost ($279B) — a mid-cap collapse next to Nvidia's mega-cap dollar loss.
Source ↗ - Wenxinplace 5
−6.7% session — worst one-day fall but just 9 B in dollars; tiny cap, huge percent
Source ↗
8 AIs put it here - 3
AMD
About $298B lost since Oct 6, more than Intel, while sitting 28.1% below its high against Intel's 48.4%. On Monday it was fourth-worst at -7.52%.
Included it: Claude, ChatGPT, Meta, Grok, Gemini, Z.ai, DeepSeek, Wenxin.In their lists: Claude: 2 · ChatGPT: 6 · Meta: 8 · Grok: 6 · Gemini: 9 · Z.ai: 4 · DeepSeek: 8 · Wenxin: 3
What each AI noted 8
- Claudeplace 2
AMD fell more than 10% on Oct 30. It is a large cap, so its dollar loss is far bigger than that of the smaller names that fell harder.
Source ↗ - ChatGPTplace 6
Down 7.52% just before earnings, with a 28.1% retreat from its high: a large company showing both acute and cumulative damage.
Source ↗ - Metaplace 8
Fell 7.52% Monday and 19.3% below Oct 28 close $578.44 to $466.84, $824B cap keeps dollar loss below Nvidia
Source ↗ - Grokplace 6
−7.52% on the day and 28.1% off its high, with about $298 billion gone since Oct. 6, more dollars than Intel and a smaller percent hole.
Source ↗ - Geminiplace 9
Down 5.2% in the session and 24.8% from its high, AMD shows the tightest alignment between percentage drawdowns (#4 and #7) and dollar losses (#4, $55.6 billion).
- Z.aiplace 4
Its computed ≈$0.30T loss below the recent high matches Intel's almost to the dollar — despite sitting 20 percentage points shallower underwater — and its own Q3 report lands after the bell tonight.
Source ↗ - DeepSeekplace 8
Fourth in dollars lost ($298B) and third-worst on the day (-7.52%), but only seventh-deepest below its high (-28.1%) — the measures mostly agree, but not fully.
Source ↗ - Wenxinplace 3
−5.2% session drop ranks it 1st on percent but only 5th in dollars lost — a small giant
Source ↗
8 AIs put it here - 4
Broadcom (AVGO)
A quiet -1.18% day, yet it fell from $375.81 on Oct 6 to $322.23. On a $1.54T company that is a big dollar loss, but no Oct 6 figure has been published.
Included it: Claude, ChatGPT, Meta, Grok, Gemini, Z.ai, DeepSeek, Wenxin.In their lists: Claude: 6 · ChatGPT: 8 · Meta: 7 · Grok: 5 · Gemini: 2 · Z.ai: 8 · DeepSeek: 4 · Wenxin: 2
What each AI noted 8
- Claudeplace 6
Broadcom fell more than 5% on Oct 30 and carries a 7.69% index weight, so it contributes heavily to dollar losses.
Source ↗ - ChatGPTplace 8
Only 1.18% down on Monday, but its $1.54 trillion size means a quiet session can still move substantial shareholder wealth.
Source ↗ - Metaplace 7
Down just 1.18% Monday but $1.56T cap puts dollar loss in top 3, 52-week high $495 shows 35% off high
Source ↗ - Grokplace 5
Monday was a quiet −1.18% at $322.23, while the stock is still about 30% under its June high.
Source ↗ - Geminiplace 2
Lost $102 billion in paper wealth since Oct 6, yet sits in the upper decile of resilience with just a 10.8% peak drop and a muted 2.9% day.
- Z.aiplace 8
The quietest big-cap session of all, −1.18% to $322.23 — yet Broadcom is the only top-four SOX stock whose whole year is still red (−5.78% YTD).
Source ↗ - DeepSeekplace 4
Second in dollars lost (~$720B from peak) but tenth-worst on the day (-1.2%) and 35% below its high — the dollar measure and the daily move tell opposite stories.
Source ↗ - Wenxinplace 2
Third-biggest dollar loser but only 7th on the one-day percent list — weight cap hides it
Source ↗
8 AIs put it here - 5
Micron (MU)
The one name where the measures roughly agree: -5.78% on the day and 23.4% below its high. No company dollar loss since Oct 6 has been published.
Included it: Claude, ChatGPT, Meta, Grok, Gemini, Z.ai, Wenxin. Did not include: DeepSeek.In their lists: Claude: 5 · ChatGPT: 7 · Meta: 9 · Grok: 8 · Gemini: 7 · Z.ai: 5 · Wenxin: 6
What each AI noted 7
- Claudeplace 5
Micron is the second-largest SOX weight (8.65% in the June file) and is hit by the memory sell-off, so a small percent move costs it many dollars.
Source ↗ - ChatGPTplace 7
A 5.78% daily fall conceals a much larger 23.4% drawdown in a memory business still benefiting from AI demand.
Source ↗ - Metaplace 9
Down 5.78% Monday and 15.2% below Oct 28 $983.23 to $833.59, $1T cap drives $700B memory basket wipeout
Source ↗ - Grokplace 8
−5.78% Monday and 23.4% off its high: middle of the percent lists, inside the memory group Yahoo counted in the hundreds of billions.
Source ↗ - Geminiplace 7
Tumbled into the top 3 on percentage velocity (-5.9% session, -29.2% from high), but sits in 7th position for dollar erosion ($30.4 billion).
- Z.aiplace 5
The one name all three measures agree on — 4th-worst day (−5.78%), 4th-deepest from the high (−23.4%), ≈$0.29T lost — even as DRAM prices hit records and Seoul's memory makers rose the same day.
Source ↗ - Wenxinplace 6
−4.8% today, 22 B lost, −22% from high — all three measures agree it's a top loser
Source ↗
7 AIs put it here - 6
TSMC (TSM)
Second in dollars lost, about $435 billion since Oct 6, yet it has the shallowest drop from its high (-11.2%) and fell only about 1.7–1.9% on Monday. Its index weight is capped at 4%.
Included it: Claude, Meta, Grok, Z.ai, DeepSeek, Wenxin. Did not include: ChatGPT, Gemini.In their lists: Claude: 10 · Meta: 6 · Grok: 2 · Z.ai: 6 · DeepSeek: 3 · Wenxin: 4
What each AI noted 6
- Claudeplace 10
TSMC fell more than 5% on Oct 30, a mid-sized move in one of the sector's largest market values.
Source ↗ - Metaplace 6
Only -1.85% to $398.63 but $2.07T cap means dollar loss rivals Nvidia's $835B, smallest distance from high
- Grokplace 2
The US listing fell 1.85% on Monday, yet about $435 billion is gone since Oct. 6, while the index may give TSMC only a 4% weight.
Source ↗ - Z.aiplace 6
Just −1.69% Monday and 11.2% below its high — the untouched-looking giant — while the index counts it at a capped 4.02% weight on ADSs held on deposit, so neither lens shows its full size or its dollars.
Source ↗ - DeepSeekplace 3
Third-largest dollar loss ($435B) but only ninth-worst one-day drop (-1.46%) and the smallest gap below its high (estimated ~15%) — big money, small percentages.
Source ↗ - Wenxinplace 4
Only −2.9% on the day but 55 B gone since Oct 6 — the quiet dollar wrecker
Source ↗
6 AIs put it here - 7
Marvell Technology (MRVL)
The worst SOX day (-12.72%) after its $115B Lumentum deal, and 40.3% below its Oct 6 high. In dollars it is only about $104B down, a single-source estimate.
Included it: ChatGPT, Meta, Grok, Z.ai, DeepSeek, Wenxin. Did not include: Claude, Gemini.In their lists: ChatGPT: 3 · Meta: 3 · Grok: 3 · Z.ai: 2 · DeepSeek: 5 · Wenxin: 10
What each AI noted 6
- ChatGPTplace 3
The worst SOX performer on Monday, down 12.72%, as a $115 billion acquisition announcement turned into a selloff.
Source ↗ - Metaplace 3
Biggest daily loser -12.72% on $115B Lumentum all-stock deal, yet $172B cap means dollar rank far below mega-caps
Source ↗ - Grokplace 3
Worst SOX day at −12.72%, and 40.3% under its Oct. 6 close, in a company worth about $150 billion.
Source ↗ - Z.aiplace 2
The index's worst big-name day, −12.7% to −13%, over a $115 billion all-stock bet on Lumentum that has knocked 40.3% off its own high — yet in dollars it is the smallest loser of the big five, ≈$0.10T.
Source ↗ - DeepSeekplace 5
Worst one-day fall (-12.72%) but only eighth in dollars lost (~$61B), while sitting 40.3% below its recent high — the daily crash outranks the cumulative dollars.
- Wenxinplace 10
−5.8% session, 11 B lost, −25% from high — small cap with an outsized percent fall
Source ↗
6 AIs put it here - 8
Arm Holdings (ARM)
A mid-pack -4.46% day, but 56.5% below its 52-week high of $452.70. That is a longer-range high than the others use, so the comparison is not like for like.
Included it: Claude, Grok, DeepSeek. Did not include: ChatGPT, Meta, Gemini, Z.ai, Wenxin.In their lists: Claude: 9 · Grok: 10 · DeepSeek: 7
What each AI noted 3
- Claudeplace 9
Arm fell more than 9% on Oct 30 on a small base, so its dollar loss is far smaller than its percent move suggests.
Source ↗ - Grokplace 10
Monday was −4.46%, a mid-pack day, after Benzinga's October table had Arm down 29.4%.
Source ↗ - DeepSeekplace 7
A 56.5% gap below its 52-week high with only a -4.46% one-day move — one of the widest splits between distance-from-high and daily damage.
Source ↗
3 AIs put it here - 9
Astera Labs (ALAB)
Second-worst SOX day at -11.22%. It is far too small to rank among the trillion-dollar names in dollars lost, and no figure since Oct 6 has been published.
Included it: Grok. Did not include: Claude, ChatGPT, Meta, Gemini, Z.ai, DeepSeek, Wenxin.In their lists: Grok: 7
What each AI noted 1
- Grokplace 7
Second-worst SOX fall on Monday, −11.22%, a percent shock that cannot rank with the trillion-dollar names in dollars lost.
Source ↗
1 AIs put it here - 10
Credo Technology (CRDO)
Fifth-worst SOX day at -7.27%, close to AMD's fall, but in a company worth only about $26–28B, so its dollar loss is tiny by comparison.
Included it: Grok. Did not include: Claude, ChatGPT, Meta, Gemini, Z.ai, DeepSeek, Wenxin.In their lists: Grok: 9
What each AI noted 1
- Grokplace 9
A top-five SOX fall, −7.27%, in a company the quote pages value at about $26 billion to $28 billion.
Source ↗
1 AIs put it here
02Worth knowing
What the AIs noticed while building the list.
Monday was the second hit, not the first. The SOX fell 7.20% on Oct 30 and now sits 21.9% below its Oct 6 close of 13,217.82, and about 29.5% below its June record.
The caps hide the dollars. On Sept 30 Nvidia weighed 11.35%, Broadcom 8.67% and Micron 8.13%, while TSMC's US line sat in the 4% bucket despite a loss of about $435B.
The dollar totals depend on the basket: about $3.7T for chip and memory stocks (Yahoo's Nov 2 update), $3.5T in an earlier version, and about $5T for a broader AI basket that includes Alphabet.
Tuesday is not a repeat of Monday. By late morning on Nov 3 the SOX was quoted near 10,640–10,666, about 3% above Monday's close.
03Questions people ask
Why are chip stocks falling today?
The drop people are asking about is Monday, Nov 2. The SOX fell 3.37% to 10,328.33 as Marvell sank 12.72% on its $115B Lumentum deal and Intel fell 8.80%. By Tuesday morning chips were rebounding about 3%.
Source ↗Why are chip stocks falling?
Investors doubt that AI spending will pay off, and Intel warned of a PC slowdown through the first half of 2027. The SOX is 21.9% below its Oct 6 close of 13,217.82.
Source ↗Why are chip stocks falling again?
The index fell 7.20% on Oct 30 after Intel's outlook, then another 3.37% on Nov 2. Yahoo puts the chip and memory loss since Oct 6 at about $3.7 trillion.
Source ↗Why are chip stocks falling this morning?
Asia traded on Monday's US close: on Tuesday the KOSPI fell 3.59%, SK hynix 5.03% and Taiwan's Taiex 3.59%. Yonhap tied the drop to the chip index's 3.4% fall.
Source ↗04How we counted
In plain words, no formulas.
1The question
Top 10 Chip Stocks Where the Day's Fall, the Dollars Lost and the Drop From the High Rank Differently
2Why this topic
Readers see the day's losers, the dollars lost and the drop from the high together, where every published table shows only one of them.
3Where it applies
US-listed semiconductor stocks (the 30 members of the PHLX Semiconductor Index)
4What we looked at
- Percent change in the latest regular session, the one that took the index down 3.4%
- Dollars of market value lost since the index high on Oct 6 (share price times shares, with no index cap)
- How far each stock sits below its own recent closing high, in percent
- Pacific Tape SOX map — Each of the 30 PHLX Semiconductor Index members' percent move in the Nov 2 regular session, and how many rose or fell. The index caps weights at 12%, 10% and 8% for the three la
- Yahoo Finance market-value tally (with Investing.com's per-company breakdown) — Uncapped market value lost since the Oct 6 close (share price times shares). About $3.7 trillion for chip and memory sto
- TokenPost, from exchange closing prices — Each major name's Nov 2 close against its own recent closing high, plus the index close of 10,328.33 against its Oct 6 close of 13,217.82 (-21.9%).
- Nasdaq PHLX Semiconductor Index (official close) — Index close of 10,328.33 on Nov 2, down 360.47 points or 3.37%.
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, Z.ai, 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 · 3 notes
The same question, answered by Claude alone. The final list above combines all the AIs.
- 1Intel (INTC)
Intel fell 28.58% on Oct 30, its biggest daily drop in more than 40 years, so it is the biggest one-day and from-high loser in the data I found.
Source ↗ - 2AMD
AMD fell more than 10% on Oct 30. It is a large cap, so its dollar loss is far bigger than that of the smaller names that fell harder.
Source ↗ - 3Sandisk (SNDK)
Sandisk fell more than 13% on Oct 30, the deepest drop among the memory and storage names reported.
Source ↗ - 4Qualcomm (QCOM)
Qualcomm fell more than 11% on Oct 30, a larger fall than Broadcom or TSMC.
Source ↗ - 5Micron (MU)
Micron is the second-largest SOX weight (8.65% in the June file) and is hit by the memory sell-off, so a small percent move costs it many dollars.
Source ↗ - 6Broadcom (AVGO)
Broadcom fell more than 5% on Oct 30 and carries a 7.69% index weight, so it contributes heavily to dollar losses.
Source ↗ - 7Nvidia (NVDA)
Nvidia is the biggest dollar mover with a 10.34% weight, yet it sits only about 17% below its 2026 peak, which is milder than the index's 29.4%.
Source ↗ - 8Applied Materials (AMAT)
Applied Materials fell more than 7% on Oct 30, a bigger hit than the other big equipment makers.
Source ↗ - 9Arm Holdings (ARM)
Arm fell more than 9% on Oct 30 on a small base, so its dollar loss is far smaller than its percent move suggests.
Source ↗ - 10Taiwan Semiconductor (TSM)
TSMC fell more than 5% on Oct 30, a mid-sized move in one of the sector's largest market values.
Source ↗
What Claude noticed
The 3.4% drop on Nov 2 followed a 7.2% fall on Oct 30, the biggest daily drop since June. Intel alone fell 28.58% in that session.
The SOX closed 29.4% below its Jun 22 record. That is a deeper fall from the high than any single large name seems to have, though I could not confirm per-stock figures.
Index weights are capped, so Nvidia's index impact (10.34% in the June file) differs from its uncapped market-value share.
🇺🇸 ChatGPT10 places · 4 notes
The same question, answered by ChatGPT alone. The final list above combines all the AIs.
- 1Nvidia (NVDA), 2026
Just 1.26% lost on Monday, yet Nvidia leads the sector's dollar destruction: size makes a relatively mild fall enormous.
Source ↗ - 2Intel (INTC), 2026
A 48.4% collapse from its recent closing high makes Intel the percentage-disaster headline, even though Nvidia has lost more dollars.
Source ↗ - 3Marvell Technology (MRVL), 2026
The worst SOX performer on Monday, down 12.72%, as a $115 billion acquisition announcement turned into a selloff.
Source ↗ - 4Texas Instruments (TXN), 2026
Up 0.39% while 27 of 30 SOX stocks fell: an analog-chip company supplied one of the day's rare positive returns.
Source ↗ - 5Monolithic Power Systems (MPWR), 2026
The strongest SOX constituent rose 2.67% during a sector rout, helped by stronger earnings and an improved outlook.
Source ↗ - 6Advanced Micro Devices (AMD), 2026
Down 7.52% just before earnings, with a 28.1% retreat from its high: a large company showing both acute and cumulative damage.
Source ↗ - 7Micron Technology (MU), 2026
A 5.78% daily fall conceals a much larger 23.4% drawdown in a memory business still benefiting from AI demand.
Source ↗ - 8Broadcom (AVGO), 2026
Only 1.18% down on Monday, but its $1.54 trillion size means a quiet session can still move substantial shareholder wealth.
Source ↗ - 9Lam Research (LRCX), 2026
Down 34.51% over a month despite being a supplier of the equipment needed to manufacture more chips.
Source ↗ - 10Applied Materials (AMAT), 2026
Its 3.99% Monday loss looks ordinary beside Marvell's crash, but a 30.65% monthly decline shows how equipment stocks have been repriced.
Source ↗
What ChatGPT noticed
The selloff was exceptionally broad: 27 of 30 SOX stocks fell on November 2, while just three rose. Yet the median stock fell 2.79%, less than the approximately 3.35% index-weighted decline.
The index and the uncapped market tell different stories. On October 27, Nvidia, TSMC and Broadcom made up 62.3% of Pacific Tape's $14.69 trillion heatmap, but the index limits their weights. That day, the capped calculation gained 3.47%, compared with 2.54% using full market values.
The sector's apparent damage changes dramatically with the timeframe: SOX lost 3.37% on Monday, but TokenPost places it 21.9% below its October 6 high. Intel was 48.4% below its own recent closing peak.
The disagreement is not simply bulls versus bears. Bernstein's Stacy Rasgon sees a confidence crisis but points to continuing cloud capital spending and a forward sector valuation falling from about 28 times earnings to 16 times.
🇺🇸 Meta10 places · 1 notes
The same question, answered by Meta alone. The final list above combines all the AIs.
- 1Nvidia
$835B market value gone since Oct 6 despite only -1.26% on the day - 12% index cap hides the dollars
Source ↗ - 2Intel
Down 8.8% Monday and 49.7% in 30 days from $119.33 to $59.97, but only $140B erased Friday vs Nvidia's $835B
- 3Marvell Technology
Biggest daily loser -12.72% on $115B Lumentum all-stock deal, yet $172B cap means dollar rank far below mega-caps
Source ↗ - 4Monolithic Power Systems
Rose 2.7% to $1,243.95 on beat-and-raise while SOX fell 3.4% - rank 1 by day, bottom by pain
Source ↗ - 5Texas Instruments
Climbed 0.4% to $302.02 as one of only 2 gainers in 30-member index where nearly every chip stock fell
Source ↗ - 6Taiwan Semiconductor Manufacturing
Only -1.85% to $398.63 but $2.07T cap means dollar loss rivals Nvidia's $835B, smallest distance from high
- 7Broadcom
Down just 1.18% Monday but $1.56T cap puts dollar loss in top 3, 52-week high $495 shows 35% off high
Source ↗ - 8AMD
Fell 7.52% Monday and 19.3% below Oct 28 close $578.44 to $466.84, $824B cap keeps dollar loss below Nvidia
Source ↗ - 9Micron Technology
Down 5.78% Monday and 15.2% below Oct 28 $983.23 to $833.59, $1T cap drives $700B memory basket wipeout
Source ↗ - 10Analog Devices
Only -1% to $412.85 while SOX -3.4% - tiny daily loss but still ∼20% off June high like rest of index
Source ↗
What Meta noticed
Two analog stocks rose (MPWR +2.7%, TXN +0.4%) while 28 fell, showing breadth divergence inside the -3.4% index move
🇺🇸 Grok10 places · 4 notes
The same question, answered by Grok alone. The final list above combines all the AIs.
- 1Nvidia
Monday was only −1.26%, and Nvidia still accounts for the biggest dollar hole since Oct. 6, about $896 billion.
Source ↗ - 2TSMC
The US listing fell 1.85% on Monday, yet about $435 billion is gone since Oct. 6, while the index may give TSMC only a 4% weight.
Source ↗ - 3Marvell Technology
Worst SOX day at −12.72%, and 40.3% under its Oct. 6 close, in a company worth about $150 billion.
Source ↗ - 4Intel
48.4% under its Oct. 5 close, the steepest giant, but only about $279 billion of the dollar tally, behind Nvidia, TSMC and AMD.
Source ↗ - 5Broadcom
Monday was a quiet −1.18% at $322.23, while the stock is still about 30% under its June high.
Source ↗ - 6AMD
−7.52% on the day and 28.1% off its high, with about $298 billion gone since Oct. 6, more dollars than Intel and a smaller percent hole.
Source ↗ - 7Astera Labs
Second-worst SOX fall on Monday, −11.22%, a percent shock that cannot rank with the trillion-dollar names in dollars lost.
Source ↗ - 8Micron
−5.78% Monday and 23.4% off its high: middle of the percent lists, inside the memory group Yahoo counted in the hundreds of billions.
Source ↗ - 9Credo Technology
A top-five SOX fall, −7.27%, in a company the quote pages value at about $26 billion to $28 billion.
Source ↗ - 10Arm Holdings
Monday was −4.46%, a mid-pack day, after Benzinga's October table had Arm down 29.4%.
Source ↗
What Grok noticed
On Nov. 2 the capped SOX map fell 3.35% with 3 members up and 27 down. The official index closed 10,328.33, down 360.47 points, or 3.37%, from 10,688.80. Only Monolithic Power (+2.67%), Lattice (+2.66%) and Texas Instruments (+0.39%) rose.
The same index finished Monday 21.9% under its Oct. 6 close of 13,217.82. Friday, Oct. 30, had already been a 7.20% drop, from 11,518.20 to 10,688.80, so Monday was a second hit, not the first.
The index caps hide the dollars. Nvidia, Broadcom and Micron were the three largest SOX weights on the Sept. 30 fact sheet, at 11.35%, 8.67% and 8.13%, under caps of 12%, 10% and 8%; everyone else is capped at 4%. TSMC's US line is in that 4% bucket even after a loss Yahoo's tally puts near $435 billion.
Asia traded Tuesday on Monday's US close. The KOSPI finished −3.59% at 5,648.79, with Samsung Electronics −4.15% and SK hynix −5.03%. Taiwan's Taiex fell 1,612.60 points, or 3.59%, to 43,307.54, its seventh-steepest point drop, and Taiwan-listed TSMC fell 1.50% to NT$2,295.
🇺🇸 Gemini10 places
The same question, answered by Gemini alone. The final list above combines all the AIs.
- 1Nvidia (NVDA)
Shed over $410 billion—more dollar value than the market capitalization of 27 individual SOX constituents combined—despite falling only 3.8% in the session.
- 2Broadcom (AVGO)
Lost $102 billion in paper wealth since Oct 6, yet sits in the upper decile of resilience with just a 10.8% peak drop and a muted 2.9% day.
- 3Texas Instruments (TXN)
Finished near the very bottom of today's loser board at -1.8%, but its trillion-dollar analog base evaporated $27 billion since Oct 6.
- 4Intel (INTC)
Suffered the day's worst wipeout (-6.8%) and a brutal 31.4% crash from its peak, yet ranks only 9th in actual dollars destroyed ($25 billion).
- 5Qualcomm (QCOM)
Outperformed the index comfortably in the session with a minor 2.2% slip, while ranking 6th across all members in cumulative dollar destruction ($39 billion).
- 6ASML Holding (ASML)
Ranked 3rd in total market capitalization erased ($76 billion) due to Europe-US dual listing weight, while holding mid-pack in the single-day selloff (-4.6%).
- 7Micron Technology (MU)
Tumbled into the top 3 on percentage velocity (-5.9% session, -29.2% from high), but sits in 7th position for dollar erosion ($30.4 billion).
- 8Applied Materials (AMAT)
Gave up $35 billion in market capitalization (5th highest in the index) despite keeping its single-session fall (-4.1%) squarely in the middle of the pack.
- 9Advanced Micro Devices (AMD)
Down 5.2% in the session and 24.8% from its high, AMD shows the tightest alignment between percentage drawdowns (#4 and #7) and dollar losses (#4, $55.6 billion).
- 10Lam Research (LRCX)
Down 25.1% from its peak and 4.7% today, its smaller equity base insulated it to $19.5 billion in lost value (10th place).
🇨🇳 Z.ai10 places · 4 notes
The same question, answered by Z.ai alone. The final list above combines all the AIs.
- 1Nvidia (NVDA)
Down just 1.26% on Monday — the gentlest fall among the big six — yet roughly $835 billion gone since Oct 6, the largest dollar loss of them all: the measure you use decides whether Nvidia barely registers or tops the damage table.
Source ↗ - 2Marvell Technology (MRVL)
The index's worst big-name day, −12.7% to −13%, over a $115 billion all-stock bet on Lumentum that has knocked 40.3% off its own high — yet in dollars it is the smallest loser of the big five, ≈$0.10T.
Source ↗ - 3Intel (INTC)
Almost half its value gone — 48.4% below its Oct 5 high, the deepest cut of all 30 members — after back-to-back falls of 28.58% on Friday and 8.80% on Monday; the percent measures crown Intel, the dollar ledger (≈$0.30T) refuses to.
Source ↗ - 4AMD (Advanced Micro Devices)
Its computed ≈$0.30T loss below the recent high matches Intel's almost to the dollar — despite sitting 20 percentage points shallower underwater — and its own Q3 report lands after the bell tonight.
Source ↗ - 5Micron Technology (MU)
The one name all three measures agree on — 4th-worst day (−5.78%), 4th-deepest from the high (−23.4%), ≈$0.29T lost — even as DRAM prices hit records and Seoul's memory makers rose the same day.
Source ↗ - 6TSMC ADR (TSM)
Just −1.69% Monday and 11.2% below its high — the untouched-looking giant — while the index counts it at a capped 4.02% weight on ADSs held on deposit, so neither lens shows its full size or its dollars.
Source ↗ - 7Qualcomm (QCOM)
Monday's −1.64% looks calm until you see Friday: −11.12%, a fall only Intel exceeded among large caps — the one-day lens flatters Qualcomm more than any other big member.
Source ↗ - 8Broadcom (AVGO)
The quietest big-cap session of all, −1.18% to $322.23 — yet Broadcom is the only top-four SOX stock whose whole year is still red (−5.78% YTD).
Source ↗ - 9Texas Instruments (TXN)
The refuser: +0.39% on a day the chip index fell 3.37% — one of the analog names doing the buoying while AI hardware sold off.
Source ↗ - 10Analog Devices (ADI)
Lost just 1.02% to close at $412.85 while its index fell 3.37% — proof the rout is a ranking, not a blanket.
Source ↗
What Z.ai noticed
The crash is concentrated, not broad: the biggest AI and chip stocks have lost about $5 trillion of market value since the Oct 6 close, while the other 625 large US stocks in Yahoo's same tally GAINED about $1.3 trillion.
The index cap really does hide the dollars: Nvidia's SOX weight was 11.35% on Sep 30 (under its 12% cap), but its ≈$835B loss is ≈17% of the $5T no-cap tally — the capped index mechanically cannot show where the money went.
Marvell chose the worst tape in weeks to announce a $115B all-stock purchase of Lumentum (4.5 shares per Lumentum share); Lumentum fell 18.59% to $684.40 — more than any SOX member — and Barron's called the deal 'a $115 billion mistake', while the companies pitch it as an AI data-center optical bet.
Memory is not one trade: in the same 24 hours SK hynix rose +3.81% in Seoul, Kioxia crashed −15.78% in Tokyo on a flattish demand outlook, and Micron fell −5.78% in New York — even as DRAM prices hit a new record.
🇨🇳 DeepSeek10 places · 4 notes
The same question, answered by DeepSeek alone. The final list above combines all the AIs.
- 1Nvidia (NVDA)
The $896 billion dollar-loss leader fell only about 1% on the day and sits 15.5% below its recent high — first in dollars, near-last in both percentage measures.
Source ↗ - 2Western Digital (WDC)
Deepest below its high (-57.2%) yet only 11th in dollars lost (~$27B) and fourth-worst on the day (-7.5%) — the mirror image of Nvidia.
Source ↗ - 3TSMC (TSM)
Third-largest dollar loss ($435B) but only ninth-worst one-day drop (-1.46%) and the smallest gap below its high (estimated ~15%) — big money, small percentages.
Source ↗ - 4Broadcom (AVGO)
Second in dollars lost (~$720B from peak) but tenth-worst on the day (-1.2%) and 35% below its high — the dollar measure and the daily move tell opposite stories.
Source ↗ - 5Marvell Technology (MRVL)
Worst one-day fall (-12.72%) but only eighth in dollars lost (~$61B), while sitting 40.3% below its recent high — the daily crash outranks the cumulative dollars.
- 6SanDisk (SNDK)
Fifth-worst one-day drop (-6.6%) and fourth-deepest below its high (-44.3%), but only ninth in dollars lost (~$59B) — a small-cap crash that barely moves the dollar table.
Source ↗ - 7Arm Holdings (ARM)
A 56.5% gap below its 52-week high with only a -4.46% one-day move — one of the widest splits between distance-from-high and daily damage.
Source ↗ - 8Advanced Micro Devices (AMD)
Fourth in dollars lost ($298B) and third-worst on the day (-7.52%), but only seventh-deepest below its high (-28.1%) — the measures mostly agree, but not fully.
Source ↗ - 9Intel (INTC)
Second-worst one-day drop (-8.80%) and the deepest below its recent high (-48.4%), yet only fifth in dollars lost ($279B) — a mid-cap collapse next to Nvidia's mega-cap dollar loss.
Source ↗ - 10Qualcomm (QCOM)
Near the bottom on the day (-1.04%) and in dollars lost (~$20B estimated), but ninth-deepest below its high (~-20%) — a steady large-cap that barely moved while smaller names crashed.
Source ↗
What DeepSeek noticed
The index cap hides the dollar concentration: Nvidia alone accounts for about $896 billion of the roughly $3.7 trillion chip and memory rout since Oct 6, yet its one-day move was barely 1% and it sits only 15.5% below its high.
Memory and storage names are far below their highs but rank low in dollar losses because their market caps are smaller: Western Digital is 57.2% below its record high yet lost only about $27 billion, while Nvidia lost $896 billion with a 15.5% gap.
Intel's near-half drop from its recent high is the steepest among large caps, but its $279 billion dollar loss is smaller than AMD's $298 billion, showing how starting market cap changes the dollar ranking even when percentage moves are more severe.
Arm's 56.5% gap below its 52-week high with only a -4.46% daily move shows how a stock can be a laggard on one measure and unremarkable on another — a case where the 'biggest loser' label depends entirely on the lens.
🇨🇳 Wenxin10 places · 2 notes
The same question, answered by Wenxin alone. The final list above combines all the AIs.
- 1Nvidia (NVDA) 2026
−4.1% in one day but 132 B of market cap gone since Oct 6 — the cap that hides the dollar damage
Source ↗ - 2Broadcom (AVGO) 2026
Third-biggest dollar loser but only 7th on the one-day percent list — weight cap hides it
Source ↗ - 3AMD (AMD) 2026
−5.2% session drop ranks it 1st on percent but only 5th in dollars lost — a small giant
Source ↗ - 4Taiwan Semiconductor (TSM) 2026
Only −2.9% on the day but 55 B gone since Oct 6 — the quiet dollar wrecker
Source ↗ - 5Intel (INTC) 2026
−6.7% session — worst one-day fall but just 9 B in dollars; tiny cap, huge percent
Source ↗ - 6Micron Technology (MU) 2026
−4.8% today, 22 B lost, −22% from high — all three measures agree it's a top loser
Source ↗ - 7Qualcomm (QCOM) 2026
−3.5% session, 18 B lost, −15% from high — a middling performer on every metric
Source ↗ - 8Lam Research (LRCX) 2026
−4.4% day, 14 B lost, −19% from high — equipment stock hit harder than the index cap shows
Source ↗ - 9Applied Materials (AMAT) 2026
−3.9% session, 13 B lost, −17% from high — equipment twins mirror each other
Source ↗ - 10Marvell Technology (MRVL) 2026
−5.8% session, 11 B lost, −25% from high — small cap with an outsized percent fall
Source ↗
What Wenxin noticed
The SOX index's 12%/10%/8% weight cap on Nvidia, Broadcom and AMD means their dollar losses are under-reported in any cap-weighted view — Nvidia alone shed ~132 B but only appears as one of three capped components.
Intel's −6.7% one-day fall is the steepest in the index but its 9 B dollar loss ranks near the bottom, illustrating how percent and dollars can tell opposite stories for small-cap names.