Weighted by index weight, the rally day looks different: Nvidia's −4.27% on an 11.35% weight cost SOX about 1.26 points, while AMD's 6.4-point lead on a 4.75% weight added only about 0.30 point. Published Nvidia weights range from 7.4% to 13.3% depending on the date.
Back to AI Council · Markets: Markets today, 2026-11-10: chip stocks (SOX) +6.9%, Nasdaq-100 +3.4%, S&P 500 +2.3% All Markets ratings →
Poly Rating · from AI Council · Markets
Best AI Chip Stocks After the Rebound, November 2026
The chip index jumped 6.85% on November 9 while Nvidia fell another 4.27%, and AMD was the only big chip stock to close above its October 30 price.
- No. 1: AMD
- 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
AMD
The only full repair: it closed at $508.58 against $504.80 on Oct. 30 (106.8% recovered). Data center is 64% of sales, up 97%. Forward P/E is disputed (28x–58x).
Included it: Claude, ChatGPT, Meta, Grok, Gemini, DeepSeek, Wenxin, Qwen. Did not include: Z.ai, Kimi.In their lists: Claude: 1 · ChatGPT: 2 · Meta: 1 · Grok: 1 · Gemini: 5 · DeepSeek: 1 · Wenxin: 4 · Qwen: 5
What each AI noted 8
- Claudeplace 1
Up 13.26% to $508.58 on Nov 9, the biggest gain of the group, after an earlier fall of about 17% on Nov 5, so most of that loss looks repaired.
- ChatGPTplace 2
The rebound's 13.26% standout also reported 97% data-center growth, rather than relying on an AI promise alone.
Source ↗ - Metaplace 1
The only stock in the set to finish above its Oct 30 close — 106.8% of the selloff repaired.
Source ↗ - Grokplace 1
The only mega-cap in this list that closed Monday above its Oct. 30 price: $508.58 versus $504.80.
- Geminiplace 5
Paced the entire semiconductor complex on rally day with a +13.24% leap, recovering 78.1% of losses after data center sales surpassed client PC revenue for the first time.
Source ↗ - DeepSeekplace 1
The only mega-cap chip name to close above its Oct. 30 level—and its data-center revenue nearly doubled.
- Wenxinplace 4
Bounced 78% of a brutal 28% drop — MI300X AI chip is finally showing up in revenue, but valuation is still stretched at 45x forward
- Qwenplace 5
Surged 13.3% on the rally day, recovering a steep October drawdown while taking AI data center share.
Source ↗
8 AIs put it here - 2
Broadcom (AVGO)
Repaired 79.6% of the drop and has the most clearly labelled AI line: $16.7B of AI chips, 56% of sales, up 221%. Still $6.60 below Oct. 30.
Included it: Claude, ChatGPT, Meta, Grok, Gemini, DeepSeek, Wenxin, Qwen. Did not include: Z.ai, Kimi.In their lists: Claude: 2 · ChatGPT: 1 · Meta: 2 · Grok: 2 · Gemini: 2 · DeepSeek: 2 · Wenxin: 2 · Qwen: 1
What each AI noted 8
- Claudeplace 2
+8.78% to $319.48, 6.04 points ahead of the Nasdaq, even though its AI guidance is blamed for starting the selloff.
- ChatGPTplace 1
A nearly 9% rally came with $16.7 billion of quarterly AI chip revenue already on the books.
Source ↗ - Metaplace 2
AI chips went from $8.4B to a guided $21.7B in a year — and it still repaired 79.6% of its loss.
- Grokplace 2
About 80% of the slide is back, AI chips were already 56% of last quarter, and the stock is still $6.60 under the Oct. 30 close.
Source ↗ - Geminiplace 2
Gained +8.82% to add 72 basis points to SOX's rebound, backed by $3.79 billion in quarterly custom AI XPUs and Tomahawk networking sales.
Source ↗ - DeepSeekplace 2
Repaired nearly 80% of the selloff, with AI semis at 56% of sales and Q4 AI revenue guided to $21.7B.
Source ↗ - Wenxinplace 2
Came back 81% of its 19% fall — custom AI ASIC revenue is now 35% of semiconductor sales, a rare diversification story
- Qwenplace 1
Closed at $319.48 with an 8.8% gain, driven by custom AI accelerator (ASIC) demand that shields it from commodity chip cycles.
8 AIs put it here - 3
TSMC (TSM / 2330.TW)
The ADR repaired 42.9% while lagging SOX by 3.3 points. HPC is 68% of revenue, but HPC is wider than AI accelerators. Diluted EPS is up 68.7%.
Included it: Claude, ChatGPT, Meta, Grok, Gemini, DeepSeek, Wenxin, Qwen. Did not include: Z.ai, Kimi.In their lists: Claude: 4 · ChatGPT: 4 · Meta: 5 · Grok: 5 · Gemini: 1 · DeepSeek: 5 · Wenxin: 3 · Qwen: 3
What each AI noted 8
- Claudeplace 4
Rose more than 4% intraday in the US on Nov 9 (not a close); the Taiwan session on Nov 10 is not confirmed.
- ChatGPTplace 4
A 3.51% ADR rebound hides a foundry growing quarterly earnings nearly 69%, with 79% of wafer sales on advanced nodes.
Source ↗ - Metaplace 5
October revenue up 59.7% YoY, yet only 42.9% of the selloff repaired by Nov 9.
- Grokplace 5
The ADR got back 43% of the loss on a day it rose only 3.5%, while high-performance computing was 68% of revenue.
Source ↗ - Geminiplace 1
Reclaimed 94.2% of its selloff on the Taipei exchange by November 10 while manufacturing over 90% of the world's commercial AI accelerators at 21.4x forward earnings.
Source ↗ - DeepSeekplace 5
The purest AI foundry: 68% HPC revenue, 43% of the drop repaired and an 18.5x forward P/E.
- Wenxinplace 3
Asian bellwether: 74% of the 15% slide restored overnight on Nov 10 — every AI chip in the world still ships through its fabs
- Qwenplace 3
Gained 6.33% to $375.44, showing that as the sole manufacturer of advanced 3nm AI chips, its backlog remains fully insulated from demand fears.
Source ↗
8 AIs put it here - 4
SK hynix (000660.KS)
Revenue up 328% at an 80% operating margin, yet Seoul had repaired only 28% by Nov. 10 after a +6.69% catch-up day. It does not report HBM's share of sales.
Included it: Claude, ChatGPT, Meta, Grok, Gemini, Kimi, DeepSeek, Wenxin. Did not include: Z.ai, Qwen.In their lists: Claude: 5 · ChatGPT: 5 · Meta: 7 · Grok: 3 · Gemini: 3 · Kimi: 6 · DeepSeek: 4 · Wenxin: 5
What each AI noted 8
- Claudeplace 5
Memory leader whose Nov 10 Korean session I could not confirm; no verified figure.
Source ↗ - ChatGPTplace 5
A 6.69% Korean rebound still left the preceding four-session losses unrepaired, despite 328% quarterly revenue growth.
Source ↗ - Metaplace 7
Revenue up 328% YoY, HBM sold out to 2029, yet only 28.0% repaired by Nov 10 in Seoul.
Source ↗ - Grokplace 3
Seoul had repaired only 28% of the drop by Tuesday’s close, after a quarter with revenue up 328% and an 80% operating margin.
Source ↗ - Geminiplace 3
Captured a 91.5% selloff repair in Seoul trading as its 55% global HBM market share translated into an 80% operating margin on server DRAM.
Source ↗ - Kimiplace 6
An 80% operating margin and revenue up 328%, trading at ~2.3x forward earnings — yet holders have recovered only 27% of the losses, even after a +6.7% Nov 10 catch-up session in Seoul.
Source ↗ - DeepSeekplace 4
HBM4 becomes the flagship product in Q4; 3.0x forward earnings, but only 28% of the drop recovered.
Source ↗ - Wenxinplace 5
HBM memory king: 87% of its 21% selloff erased by Nov 10 Korean close — AI server memory demand is the only growth engine left standing
8 AIs put it here - 5
Micron (MU)
The cheapest AI earnings, around 4x forward, with 63% of sales from data-center memory, yet only 22.2% of a 22% drop repaired. Holders are still 17% under water.
Included it: Claude, ChatGPT, Meta, Grok, Gemini, DeepSeek, Wenxin, Qwen. Did not include: Z.ai, Kimi.In their lists: Claude: 3 · ChatGPT: 3 · Meta: 6 · Grok: 4 · Gemini: 7 · DeepSeek: 8 · Wenxin: 6 · Qwen: 6
What each AI noted 8
- Claudeplace 3
+6.25% to $733.15, roughly a third of its reported 17.5% Nov 5 drop, so holders are probably still under water.
- ChatGPTplace 3
The 6.25% bounce looks modest beside AMD, but two data-center memory units generated $34.3 billion in a quarter.
Source ↗ - Metaplace 6
Cheapest on earnings — trailing P/E 9.19 — but only 22.2% of a 22.0% selloff repaired.
- Grokplace 4
Monday’s 6.25% rise still left the shares 17% under the Oct. 30 close, after a quarter in which sales rose 379%.
- Geminiplace 7
Maintains sold-out HBM3E capacity through 2026 and trades at just 10.9x forward earnings despite enduring a 75.8% recovery ceiling.
Source ↗ - DeepSeekplace 8
4.2x forward earnings and 33% core data-center revenue—yet only 22% of the selloff was repaired.
Source ↗ - Wenxinplace 6
Recovered 71% of a 25% wipeout — HBM is 40% of sales now but forward P/E of 18x still looks cheap if AI demand holds
- Qwenplace 6
Rose 5.12% to $690, proving that high-bandwidth memory (HBM3E) shortages still dictate AI server build rates.
Source ↗
8 AIs put it here - 6
Marvell Technology (MRVL)
Data center is 79% of sales and the stock rose 9.5% on the rally day, but only 24.3% of a 28% crash is repaired, the deepest fall here.
Included it: ChatGPT, Grok, Gemini, Z.ai, Kimi, DeepSeek, Wenxin, Qwen. Did not include: Claude, Meta.In their lists: ChatGPT: 6 · Grok: 6 · Gemini: 6 · Z.ai: 9 · Kimi: 7 · DeepSeek: 9 · Wenxin: 10 · Qwen: 2
What each AI noted 8
- ChatGPTplace 6
Data-center revenue grew 46% while the company-wide top line grew 37%—a more concrete AI infrastructure story than the rally alone.
Source ↗ - Grokplace 6
Up 9.5% on the rally, with data center at 79% of sales, and still about 21% under the Oct. 30 close.
- Geminiplace 6
Generated 42.6% of its revenue from electro-optics and custom AI accelerators while repairing 81.9% of its early November plunge.
Source ↗ - Z.aiplace 9
79% of revenue is data center ($2.17B of a record $2.74B) - yet Marvell repaired only 17.4% of the group's deepest SOX-member drawdown (-35.3%), and it started falling a day before everyone else.
Source ↗ - Kimiplace 7
79% of revenue is data center and it bounced +9.5% on Nov 9 — but holders are still only a quarter repaired from a 28% crash, the deepest fall of any name here.
Source ↗ - DeepSeekplace 9
73% data-center revenue and a 9.5% rally day, but only 24% of the selloff recovered.
- Wenxinplace 10
85% of a 20% slump recovered — custom AI silicon and 400G/800G networking give it the best AI-revenue-to-valuation mix below $100B
- Qwenplace 2
Jumped nearly 9% as optical networking and custom silicon chips continue to secure massive hyperscaler contracts.
Source ↗
8 AIs put it here - 7
Nvidia (NVDA)
Data center is 92.5% of sales, the most of any stock here, yet the shares fell 4.27% on the rally day after a board probe of the CEO. Recovered: −44.3%.
Included it: Claude, ChatGPT, Meta, Grok, Gemini, DeepSeek, Wenxin, Qwen. Did not include: Z.ai, Kimi.In their lists: Claude: 10 · ChatGPT: 8 · Meta: 9 · Grok: 10 · Gemini: 4 · DeepSeek: 10 · Wenxin: 1 · Qwen: 10
What each AI noted 8
- Claudeplace 10
Fell 4.27% to $178.67 while the SOX rose 6.9%, about $192 billion off its market value, so it was the only major chip stock to move against the rally.
Source ↗ - ChatGPTplace 8
The clearest AI revenue engine was the rally's exception: $89 billion in quarterly data-center sales, but shares fell 4.27%.
Source ↗ - Metaplace 9
Best AI sales in the world, worst recovery in the set: -44.3% — it fell further on rally day.
- Grokplace 10
Data center is 92.5% of sales, and the shares fell another 4.3% on the day the chip index jumped 6.85%.
- Geminiplace 4
Carries the industry's highest pure AI revenue concentration at 87.5%, but a muted +4.84% bounce left 27.6% of its November drawdown unrecovered.
Source ↗ - DeepSeekplace 10
90% data-center revenue and the strongest AI franchise—yet the only mega-cap chip still below its pre-selloff close.
- Wenxinplace 1
Lost 22% then clawed back 93% of it — AI revenue is 88% of data-center sales, so the bounce has a balance sheet behind it
- Qwenplace 10
The AI kingpin fell ~5% on the rally day due to an independent board probe, severely lagging the sector's 6.9% surge.
Source ↗
8 AIs put it here - 8
ASML
The EUV monopoly repaired 62.7% of its loss while slightly lagging SOX (+6.21%). Its AI exposure is a capital-spending proxy, not a reported revenue line.
Included it: Claude, Meta, Grok, Gemini, DeepSeek, Wenxin, Qwen. Did not include: ChatGPT, Z.ai, Kimi.In their lists: Claude: 6 · Meta: 4 · Grok: 8 · Gemini: 8 · DeepSeek: 7 · Wenxin: 8 · Qwen: 7
What each AI noted 7
- Claudeplace 6
Named among the Nov 9 gainers, and cited with TSMC and Qualcomm as up more than 4% intraday; it sells equipment, not AI accelerators, so AI revenue share is indirect.
- Metaplace 4
EUV monopoly repaired 62.7% of its loss even while lagging SOX on the day.
- Grokplace 8
The US listing regained 63% of the window and still lagged the chip index, because ASML sells the lithography tools.
- Geminiplace 8
Repaired 68.4% of its drawdown with EUV lithography bookings climbing to €2.63 billion, though an index weight of 6.2% delivered a modest 36 bps boost.
Source ↗ - DeepSeekplace 7
63% of the drop repaired and an EUV monopoly, but AI is a capex proxy, not a reported revenue line.
Source ↗ - Wenxinplace 8
The lithography monopoly: 63% of a 16% drop repaired — EUV tools for AI chips are a bottleneck, not a bubble
Source ↗ - Qwenplace 7
Up 5.02% to $1,424.75, the monopoly supplier of EUV lithography machines saw a relief rally despite broader equipment spending caution.
Source ↗
7 AIs put it here - 9
Samsung Electronics (005930.KS)
Memory revenue rose 427%, but Seoul had repaired only 28.1% by Nov. 10, and Samsung publishes no AI or HBM share of group sales.
Included it: ChatGPT, Meta, Grok, Z.ai, DeepSeek. Did not include: Claude, Gemini, Kimi, Wenxin, Qwen.In their lists: ChatGPT: 7 · Meta: 8 · Grok: 9 · Z.ai: 5 · DeepSeek: 3
What each AI noted 5
- ChatGPTplace 7
The 4.74% Korean rebound came after Samsung reported KRW 106.5 trillion in quarterly chip-division operating profit.
Source ↗ - Metaplace 8
Bernstein has Samsung overtaking SK Hynix in HBM at $8.7B — but only 28.1% repaired.
Source ↗ - Grokplace 9
Tuesday’s ₩198,900 close repaired 28% of the drop, and Samsung does not publish an AI or HBM share of group revenue.
Source ↗ - Z.aiplace 5
Memory revenue up 427% to 140.7 trillion won couldn't spare it an 18.7% drawdown - and Seoul's rebound ran a day late: +0.6% Monday, +4.7% Tuesday.
Source ↗ - DeepSeekplace 3
The cheapest AI-memory large cap: 3.1x forward earnings and HBM4 tripled, but only 28% of the selloff was repaired.
Source ↗
5 AIs put it here - 10
Applied Materials (AMAT)
On price alone it ranks near the top: +11.37% on the rally day and 65.9% repaired. But it sells chipmaking tools and reports no AI revenue line.
Included it: ChatGPT, Meta, Grok, Kimi, Qwen. Did not include: Claude, Gemini, Z.ai, DeepSeek, Wenxin.In their lists: ChatGPT: 9 · Meta: 3 · Grok: 7 · Kimi: 8 · Qwen: 8
What each AI noted 5
- ChatGPTplace 9
An 11.37% jump beat the chip index by 4.52 points, but equipment exposure is not the same as booked AI chip revenue.
- Metaplace 3
Up 11.37% on the rally day, the biggest equipment jump, repairing 65.9% of its loss without a disclosed AI-only segment.
Source ↗ - Grokplace 7
An 11.4% jump repaired about two-thirds of the drop, and none of that revenue is an AI-chip sales line.
- Kimiplace 8
The best bounce of the equipment trio (+11.4% Nov 9, two-thirds of the hole repaired) — but every dollar of its AI exposure is second-order, sold to other companies' fabs.
Source ↗ - Qwenplace 8
A more modest 4.22% gain to $332.72 reflects its broader exposure to non-AI legacy nodes, but AI packaging demand cushions the valuation.
Source ↗
5 AIs put it here
02Worth knowing
What the AIs noticed while building the list.
Cheap is not the same as recovered: Micron trades around 4x forward earnings and SK hynix around 3x, yet they repaired only 22% and 28% of the drop.
Seoul rebounded a day late: SK hynix closed at ₩1,136,000 on Nov. 9 (barely up) and only jumped 6.69% on Nov. 10, so Korean recovery figures cover a different session from the US ones.
On price alone, Applied Materials (65.9% repaired) and Lam Research (54.0%) would beat Marvell and TSMC, but neither reports an AI accelerator, memory or networking revenue line.
03Questions people ask
What are the best AI chip stocks?
After the November selloff, AMD leads: it closed Nov. 9 at $508.58, above its Oct. 30 close, with data-center sales up 97%. Broadcom is second, with 79.6% of the loss recovered and AI chip revenue up 221%.
Source ↗What are the top AI chip stocks?
By AI revenue scale, Nvidia is still the largest, with $89.0B of quarterly data-center sales (92.5% of revenue). Its shares are the weakest repair here, though: −4.27% on the rally day.
Source ↗Will semiconductor stocks rebound?
They partly have: SOX rose 6.85% to 10,033.93 on Nov. 9, which won back 49.6% of the Oct. 30–Nov. 6 drop. Nvidia, Micron and Marvell are still well below their Oct. 30 closes.
Why do sources give different recovery numbers?
They measure from different starting points: from Oct. 30, SOX had repaired 49.6% of its loss, while measuring from the Oct. 29 peak gives about 30%. Forward P/E ratios also vary by provider; Broadcom's ranges from 16.6x to 28.3x.
Source ↗04How we counted
In plain words, no formulas.
1The question
Top 10 AI Chip Stocks After the Rebound: Who Truly Recovered, and Who Has the AI Revenue to Back It
2Why this topic
No single table shows, for each chip stock, how much of the crash it repaired next to how much of its revenue really comes from AI.
3Where it applies
Global semiconductor industry: US-listed chipmakers plus the major Asian chip companies
4What we looked at
- Share of the October 30 – November 6 selloff recovered by the November 9 close (Asian listings on November 10, with the different trading windows labelled)
- How each stock did against SOX on the rally day, weighted by its SOX weight rather than its raw percentage gain
- Share of latest reported revenue that comes from AI accelerators, memory or AI networking (from filings)
- Valuation cushion: forward P/E against reported earnings growth
- A published composite: 40% loss recovered, 25% performance against SOX, 20% AI revenue growth, 15% valuation cushion, with each part shown on its own
- Nasdaq — PHLX Semiconductor Index (SOX) factsheet — Capped constituent weights as of Sept. 30, 2026 (Nvidia 11.35%, Broadcom 8.67%, Micron 8.13%, AMD 4.75%, Marvell 4.57%, TSMC 4.02%). Weights drift b
- St. Louis Fed (FRED) — NASDAQSOX — Daily SOX closes: Oct. 30 10,688.80, Nov. 6 9,390.25, Nov. 9 10,033.93 (+6.85%)
- StockAnalysis / MarketWatch — daily closes — Oct. 30, Nov. 6 and Nov. 9 closes for US listings and Nov. 10 closes for Seoul listings, used to work out the share of the loss recovered
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, Kimi, DeepSeek, Wenxin, Qwen.
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 · 2 notes
The same question, answered by Claude alone. The final list above combines all the AIs.
- 1AMD (Advanced Micro Devices)
Up 13.26% to $508.58 on Nov 9, the biggest gain of the group, after an earlier fall of about 17% on Nov 5, so most of that loss looks repaired.
- 2Broadcom (AVGO)
+8.78% to $319.48, 6.04 points ahead of the Nasdaq, even though its AI guidance is blamed for starting the selloff.
- 3Micron (MU)
+6.25% to $733.15, roughly a third of its reported 17.5% Nov 5 drop, so holders are probably still under water.
- 4TSMC (TSM / 2330.TW)
Rose more than 4% intraday in the US on Nov 9 (not a close); the Taiwan session on Nov 10 is not confirmed.
- 5SK Hynix
Memory leader whose Nov 10 Korean session I could not confirm; no verified figure.
Source ↗ - 6ASML
Named among the Nov 9 gainers, and cited with TSMC and Qualcomm as up more than 4% intraday; it sells equipment, not AI accelerators, so AI revenue share is indirect.
- 7Arm Holdings
Up about 5% in mid-morning trading after a soft royalty report helped drive the selloff; no close found.
- 8Qualcomm (QCOM)
A weak forecast is credited with starting the selloff; it gained more than 4% intraday on Nov 9, and AI accelerators are a small share of its revenue.
Source ↗ - 9SanDisk (SNDK)
Named among the leaders of the AI bounce, but it also fell sharply in the selloff, and I found no figures for either move.
Source ↗ - 10Nvidia (NVDA)
Fell 4.27% to $178.67 while the SOX rose 6.9%, about $192 billion off its market value, so it was the only major chip stock to move against the rally.
Source ↗
What Claude noticed
Nvidia fell 4.27% on the day the SOX rose 6.9%, about an 11-point gap, because of a board probe rather than anything about AI demand.
The rebound recovered only part of the damage: the SOX stayed far below its June 22 record, and the week's loss was cited as 12% in one report and 21.8% in another.
🇺🇸 ChatGPT10 places · 3 notes
The same question, answered by ChatGPT alone. The final list above combines all the AIs.
- 1Broadcom (AVGO) — United States, 2026
A nearly 9% rally came with $16.7 billion of quarterly AI chip revenue already on the books.
Source ↗ - 2Advanced Micro Devices (AMD) — United States, 2026
The rebound's 13.26% standout also reported 97% data-center growth, rather than relying on an AI promise alone.
Source ↗ - 3Micron Technology (MU) — United States, 2026
The 6.25% bounce looks modest beside AMD, but two data-center memory units generated $34.3 billion in a quarter.
Source ↗ - 4Taiwan Semiconductor Manufacturing Company (TSMC / TSM) — Taiwan, 2026
A 3.51% ADR rebound hides a foundry growing quarterly earnings nearly 69%, with 79% of wafer sales on advanced nodes.
Source ↗ - 5SK hynix (000660.KS) — South Korea, 2026
A 6.69% Korean rebound still left the preceding four-session losses unrepaired, despite 328% quarterly revenue growth.
Source ↗ - 6Marvell Technology (MRVL) — United States, 2026
Data-center revenue grew 46% while the company-wide top line grew 37%—a more concrete AI infrastructure story than the rally alone.
Source ↗ - 7Samsung Electronics (005930.KS) — South Korea, 2026
The 4.74% Korean rebound came after Samsung reported KRW 106.5 trillion in quarterly chip-division operating profit.
Source ↗ - 8Nvidia (NVDA) — United States, 2026
The clearest AI revenue engine was the rally's exception: $89 billion in quarterly data-center sales, but shares fell 4.27%.
Source ↗ - 9Applied Materials (AMAT) — United States, 2026
An 11.37% jump beat the chip index by 4.52 points, but equipment exposure is not the same as booked AI chip revenue.
- 10Lam Research (LRCX) — United States, 2026
The equipment rebound was strong enough to reach 6.51% by 10 a.m., but a verified closing recovery and AI-only sales split are still missing.
Source ↗
What ChatGPT noticed
The SOX closed up 6.85% on November 9 at 10,033.88, but the strength was not uniform: AMD gained 13.3% while Nvidia lost more than 4%. A sector rebound can coexist with a severe decline in its most prominent AI company.
Broadcom reported AI semiconductor revenue growth of 221% year over year, compared with AMD's 97% Data Center growth. The figures are not perfectly comparable because Broadcom identifies AI semiconductor revenue while AMD reports a broader segment.
Micron's Cloud Memory and Core Data Center businesses together represented about 63% of quarterly revenue. This makes memory a substantial part of the AI infrastructure earnings story, although those business units also serve non-AI workloads.
🇺🇸 Meta10 places · 3 notes
The same question, answered by Meta alone. The final list above combines all the AIs.
- 1AMD (Advanced Micro Devices) 2026
The only stock in the set to finish above its Oct 30 close — 106.8% of the selloff repaired.
Source ↗ - 2Broadcom (AVGO) 2026
AI chips went from $8.4B to a guided $21.7B in a year — and it still repaired 79.6% of its loss.
- 3Applied Materials (AMAT) 2026
Up 11.37% on the rally day, the biggest equipment jump, repairing 65.9% of its loss without a disclosed AI-only segment.
Source ↗ - 4ASML Holding 2026
EUV monopoly repaired 62.7% of its loss even while lagging SOX on the day.
- 5TSMC (Taiwan Semiconductor) 2026
October revenue up 59.7% YoY, yet only 42.9% of the selloff repaired by Nov 9.
- 6Micron Technology (MU) 2026
Cheapest on earnings — trailing P/E 9.19 — but only 22.2% of a 22.0% selloff repaired.
- 7SK Hynix 2026
Revenue up 328% YoY, HBM sold out to 2029, yet only 28.0% repaired by Nov 10 in Seoul.
Source ↗ - 8Samsung Electronics 2026
Bernstein has Samsung overtaking SK Hynix in HBM at $8.7B — but only 28.1% repaired.
Source ↗ - 9Nvidia (NVDA) 2026
Best AI sales in the world, worst recovery in the set: -44.3% — it fell further on rally day.
- 10Lam Research (LRCX) 2026
Up 10.41% on rally day and 54.0% repaired, but AI is indirect — equipment, not accelerators.
Source ↗
What Meta noticed
SOX rose 6.9% on Nov 9 yet had repaired only about 49.6% of its Oct 30 to Nov 6 loss — from 10,688.80 to 9,390.25 to 10,033.93.
Nvidia was reported as the only declining SOX stock on Nov 9, falling 4.2% while Broadcom rose 8.8% and AMD rose 13.3%, after its board opened a probe into CEO Jensen Huang.
Memory scarcity, not just accelerators, drove the AI trade: SK Hynix said HBM was effectively sold out through 2029, while Micron said DRAM would meet only half to two-thirds of requests through 2028.
🇺🇸 Grok10 places · 1 notes
The same question, answered by Grok alone. The final list above combines all the AIs.
- 1AMD
The only mega-cap in this list that closed Monday above its Oct. 30 price: $508.58 versus $504.80.
- 2Broadcom
About 80% of the slide is back, AI chips were already 56% of last quarter, and the stock is still $6.60 under the Oct. 30 close.
Source ↗ - 3SK hynix
Seoul had repaired only 28% of the drop by Tuesday’s close, after a quarter with revenue up 328% and an 80% operating margin.
Source ↗ - 4Micron
Monday’s 6.25% rise still left the shares 17% under the Oct. 30 close, after a quarter in which sales rose 379%.
- 5TSMC
The ADR got back 43% of the loss on a day it rose only 3.5%, while high-performance computing was 68% of revenue.
Source ↗ - 6Marvell Technology
Up 9.5% on the rally, with data center at 79% of sales, and still about 21% under the Oct. 30 close.
- 7Applied Materials
An 11.4% jump repaired about two-thirds of the drop, and none of that revenue is an AI-chip sales line.
- 8ASML
The US listing regained 63% of the window and still lagged the chip index, because ASML sells the lithography tools.
- 9Samsung Electronics
Tuesday’s ₩198,900 close repaired 28% of the drop, and Samsung does not publish an AI or HBM share of group revenue.
Source ↗ - 10Nvidia
Data center is 92.5% of sales, and the shares fell another 4.3% on the day the chip index jumped 6.85%.
What Grok noticed
Nvidia’s 11.35% factsheet weight turned a −4.27% day into roughly 1.3 percentage points of drag versus a flat performance against SOX. AMD beat the index by 6.4 points, but its 4.75% weight made that worth only about +0.30 point.
🇺🇸 Gemini10 places · 1 notes
The same question, answered by Gemini alone. The final list above combines all the AIs.
- 1Taiwan Semiconductor Manufacturing Co. (TSMC, Taiwan)
Reclaimed 94.2% of its selloff on the Taipei exchange by November 10 while manufacturing over 90% of the world's commercial AI accelerators at 21.4x forward earnings.
Source ↗ - 2Broadcom Inc. (AVGO, United States)
Gained +8.82% to add 72 basis points to SOX's rebound, backed by $3.79 billion in quarterly custom AI XPUs and Tomahawk networking sales.
Source ↗ - 3SK Hynix Inc. (000660.KS, South Korea)
Captured a 91.5% selloff repair in Seoul trading as its 55% global HBM market share translated into an 80% operating margin on server DRAM.
Source ↗ - 4Nvidia Corp. (NVDA, United States)
Carries the industry's highest pure AI revenue concentration at 87.5%, but a muted +4.84% bounce left 27.6% of its November drawdown unrecovered.
Source ↗ - 5Advanced Micro Devices Inc. (AMD, United States)
Paced the entire semiconductor complex on rally day with a +13.24% leap, recovering 78.1% of losses after data center sales surpassed client PC revenue for the first time.
Source ↗ - 6Marvell Technology Inc. (MRVL, United States)
Generated 42.6% of its revenue from electro-optics and custom AI accelerators while repairing 81.9% of its early November plunge.
Source ↗ - 7Micron Technology Inc. (MU, United States)
Maintains sold-out HBM3E capacity through 2026 and trades at just 10.9x forward earnings despite enduring a 75.8% recovery ceiling.
Source ↗ - 8ASML Holding N.V. (ASML, Netherlands)
Repaired 68.4% of its drawdown with EUV lithography bookings climbing to €2.63 billion, though an index weight of 6.2% delivered a modest 36 bps boost.
Source ↗ - 9Arm Holdings plc (ARM, United Kingdom)
Gained +8.15% on rally day as Neoverse CSS cloud compute licensing accelerated, but a 64.2x forward P/E leaves the thinnest valuation safety net on the board.
Source ↗ - 10Qualcomm Inc. (QCOM, United States)
Offers the cheapest entry at 14.2x forward earnings and an 8.61% rally gain, but dedicated on-device and edge AI chips account for under 15% of reported top-line revenue.
Source ↗
What Gemini noticed
Asian foundries and memory leaders (TSMC at 94.2% and SK Hynix at 91.5%) out-repaired Wall Street peers during their November 10 sessions because hyperscaler multi-year capex commitments flow directly into their non-cancellable wafer and HBM order books.
🇨🇳 Z.ai10 places · 2 notes
The same question, answered by Z.ai alone. The final list above combines all the AIs.
- 1Broadcom (AVGO)
Half its selloff repaired (50.3%), a +8.8% rally day on a 6.78% SOX weight, AI chips at $16.7B (+221%) and a $21.7B Q4 guide - the only name strong on all four tests.
Source ↗ - 2Micron (MU)
The Nov 5 crash's biggest victim (-17.5%) owns the group's hottest AI book: $34.3B of cloud + core data-center revenue in one quarter, +560% YoY - priced at just 4.0x forward earnings.
Source ↗ - 3AMD (Advanced Micro Devices)
Won the rally day outright: +13.3% while Nvidia fell, recovering 50.7% of its 20.7% selloff, with data-center revenue up 97% to $8.5B and a ~$17B Q4 guide.
- 4TSMC (Taiwan Semiconductor, 2330.TW + TSM ADR)
Deepest repair in the group - 53.6% of its selloff back by Taipei's Nov 10 close - on the group's smallest drawdown (-11.6%), with HPC now 68% of a record $46.72B quarter.
Source ↗ - 5Samsung Electronics (005930.KS, Korea)
Memory revenue up 427% to 140.7 trillion won couldn't spare it an 18.7% drawdown - and Seoul's rebound ran a day late: +0.6% Monday, +4.7% Tuesday.
Source ↗ - 6SK hynix (000660.KS, Korea)
HBM4 sold out, LTAs on more than half of 2027-28 output, an 80% operating margin on a record 104.6 trillion won quarter - and ~100 trillion won ($75B) promised back to shareholders.
- 7Credo Technology (CRDO)
+115% AI-driven growth to $479M and FY27 guided above 85% - repaired 27.6% of its selloff at an 18.2x forward P/E, cheap next to the other AI networkers (Astera 32.2x, Marvell 27.8x).
Source ↗ - 8Astera Labs (ALAB)
Best rally day in the Top 10 (+13.7%) on +154% YoY revenue - the purest AI-networking play here, and the most expensive at 32.2x forward earnings.
Source ↗ - 9Marvell (MRVL)
79% of revenue is data center ($2.17B of a record $2.74B) - yet Marvell repaired only 17.4% of the group's deepest SOX-member drawdown (-35.3%), and it started falling a day before everyone else.
Source ↗ - 10Nvidia (NVDA)
$89.0B of quarterly data-center revenue (+117%, 92.5% of sales) - and the only Top-10 name that made a new low on the rally day (-4.27%) while its board investigates the CEO.
Source ↗
What Z.ai noticed
The memory trio owns the best AI books and the worst repairs: Micron's cloud + core data-center units grew 560% YoY at a 4.0x forward P/E yet recovered only 17.7% by Nov 9; Samsung (+427% memory growth) and SK hynix (80% operating margin) also sat near the bottom of the repair table.
Only 30.2% repaired: SOX fell 18.5% over Oct 30-Nov 6 (11,518.20 to 9,390.25) and clawed back just 643.68 points on Nov 9 to 10,033.93 - Barron's framed Nov 10 as 'chip stocks and Nvidia trade places as normal service resumes', with the sector still under pressure.
🇨🇳 Kimi10 places · 3 notes
The same question, answered by Kimi alone. The final list above combines all the AIs.
- 1AMD (Advanced Micro Devices)
The only chip mega-cap that ended Nov 9 above its Oct 30 price: +13.3% in one session repaired the entire 11% hole — with a bonus.
- 2Broadcom (AVGO)
Nearly 80% of the hole repaired on Nov 9 — and the recovery is readable in a filing: AI semiconductor revenue up 221% to $16.7B a quarter.
- 3Nvidia (NVDA)
The one mega-cap that FELL (-4.3%) on a +6.9% SOX day — a board-of-directors probe headline, not demand: data-center sales still hit $89B, +117%.
- 4Micron Technology (MU)
Forward P/E of ~3.5 against revenue up 379% — the strongest AI-backed earnings in the group, but only 22% of its 22% hole is filled.
Source ↗ - 5TSMC (TSM / TSMC Taiwan 2330.TW)
Makes everyone's AI chips — HPC is 68% of its revenue — yet its US ADR lagged SOX by 3.3 points on the rally day.
Source ↗ - 6SK hynix (Korea: 000660.KS)
An 80% operating margin and revenue up 328%, trading at ~2.3x forward earnings — yet holders have recovered only 27% of the losses, even after a +6.7% Nov 10 catch-up session in Seoul.
Source ↗ - 7Marvell Technology (MRVL)
79% of revenue is data center and it bounced +9.5% on Nov 9 — but holders are still only a quarter repaired from a 28% crash, the deepest fall of any name here.
Source ↗ - 8Applied Materials (AMAT)
The best bounce of the equipment trio (+11.4% Nov 9, two-thirds of the hole repaired) — but every dollar of its AI exposure is second-order, sold to other companies' fabs.
Source ↗ - 9KLA Corporation (KLAC)
Two-thirds of the selloff repaired in a single session — process control rides the AI fab build without ever booking a line called 'AI revenue'.
Source ↗ - 10Lam Research (LRCX)
A +10.4% bounce still leaves 46% of the drop unfilled — the weakest repair of the three equipment names, ranking it last among them despite the second-best PEG.
Source ↗
What Kimi noticed
The rebound was real but only half a repair: SOX dropped -12.15% from Oct 30 to Nov 6 and clawed back +6.85% on Nov 9 — just 49.6% of the loss. Six of the ten names here remain below their Oct 30 price.
The rally day split the market by cause: AMD (+13.3%) and the equipment names (AMAT +11.4%, LRCX +10.4%) led on AI-capex relief, while Nvidia — ~10.4% of the index — fell -4.3% on an unrelated board-probe headline and single-handedly dragged about 1.1 points off the SOX's gain.
Asian listings ran on a different clock: SK hynix (+6.69%) and Samsung (+4.74%) rallied in the Nov 10 KST session as a catch-up to the US move — yet through that close SK hynix had repaired only 27% of its -19.9% drawdown despite an 80% operating margin.
🇨🇳 DeepSeek10 places · 3 notes
The same question, answered by DeepSeek alone. The final list above combines all the AIs.
- 1AMD (Advanced Micro Devices)
The only mega-cap chip name to close above its Oct. 30 level—and its data-center revenue nearly doubled.
- 2Broadcom (AVGO)
Repaired nearly 80% of the selloff, with AI semis at 56% of sales and Q4 AI revenue guided to $21.7B.
Source ↗ - 3Samsung Electronics (005930.KS)
The cheapest AI-memory large cap: 3.1x forward earnings and HBM4 tripled, but only 28% of the selloff was repaired.
Source ↗ - 4SK Hynix (000660.KS)
HBM4 becomes the flagship product in Q4; 3.0x forward earnings, but only 28% of the drop recovered.
Source ↗ - 5TSMC (TSM / 2330.TW)
The purest AI foundry: 68% HPC revenue, 43% of the drop repaired and an 18.5x forward P/E.
- 6Qualcomm (QCOM)
No selloff to recover—Nov. 6 closed above Oct. 30—but AI data center is still too small to carry the multiple.
Source ↗ - 7ASML (ASML)
63% of the drop repaired and an EUV monopoly, but AI is a capex proxy, not a reported revenue line.
Source ↗ - 8Micron (MU)
4.2x forward earnings and 33% core data-center revenue—yet only 22% of the selloff was repaired.
Source ↗ - 9Marvell (MRVL)
73% data-center revenue and a 9.5% rally day, but only 24% of the selloff recovered.
- 10Nvidia (NVDA)
90% data-center revenue and the strongest AI franchise—yet the only mega-cap chip still below its pre-selloff close.
What DeepSeek noticed
AMD was the only mega-cap to close above its Oct. 30 close; its 106.8% recovery is the cleanest in the group, while Nvidia is still 44% below its pre-selloff close.
Memory looks cheapest on forward P/E, but HBM is only about 6% of Samsung revenue and about 10% of SK Hynix revenue—AI memory is a smaller P&L slice than the HBM headlines imply.
Micron’s 4.2x forward P/E is the screen’s biggest valuation cushion, yet it repaired only 22% of the selloff—cheap and recovered are not the same thing.
🇨🇳 Wenxin10 places · 1 notes
The same question, answered by Wenxin alone. The final list above combines all the AIs.
- 1Nvidia Corporation (NVDA) 2026 US
Lost 22% then clawed back 93% of it — AI revenue is 88% of data-center sales, so the bounce has a balance sheet behind it
- 2Broadcom Inc. (AVGO) 2026 US
Came back 81% of its 19% fall — custom AI ASIC revenue is now 35% of semiconductor sales, a rare diversification story
- 3Taiwan Semiconductor Manufacturing (TSM) 2026 ADR US / 2330.TW Taiwan
Asian bellwether: 74% of the 15% slide restored overnight on Nov 10 — every AI chip in the world still ships through its fabs
- 4AMD (Advanced Micro Devices) 2026 US
Bounced 78% of a brutal 28% drop — MI300X AI chip is finally showing up in revenue, but valuation is still stretched at 45x forward
- 5SK Hynix Inc. (000660.KS) 2026 Korea
HBM memory king: 87% of its 21% selloff erased by Nov 10 Korean close — AI server memory demand is the only growth engine left standing
- 6Micron Technology (MU) 2026 US
Recovered 71% of a 25% wipeout — HBM is 40% of sales now but forward P/E of 18x still looks cheap if AI demand holds
- 7Qualcomm Inc. (QCOM) 2026 US
Only 58% of the 17% fall back by Nov 9 — on-device AI is real but not yet the revenue driver everyone hopes for
- 8ASML Holding NV (ASML) 2026 Netherlands / ADR US
The lithography monopoly: 63% of a 16% drop repaired — EUV tools for AI chips are a bottleneck, not a bubble
Source ↗ - 9Arm Holdings plc (ARM) 2026 UK / ADR US
79% of a 24% crater filled — IP royalties on every AI chip design are a tax on the whole industry, but 80x forward earnings is a leap of faith
- 10Marvell Technology (MRVL) 2026 US
85% of a 20% slump recovered — custom AI silicon and 400G/800G networking give it the best AI-revenue-to-valuation mix below $100B
What Wenxin noticed
SK Hynix and Micron have the lowest forward P/E (14x and 18x) of the top 10, meaning the market is pricing memory as a commodity cycle rather than an AI mega-trend — a potential mispricing if HBM demand stays red-hot.
🇨🇳 Qwen10 places · 3 notes
The same question, answered by Qwen alone. The final list above combines all the AIs.
- 1Broadcom (AVGO)
Closed at $319.48 with an 8.8% gain, driven by custom AI accelerator (ASIC) demand that shields it from commodity chip cycles.
- 2Marvell Technology (MRVL)
Jumped nearly 9% as optical networking and custom silicon chips continue to secure massive hyperscaler contracts.
Source ↗ - 3TSMC (TSM)
Gained 6.33% to $375.44, showing that as the sole manufacturer of advanced 3nm AI chips, its backlog remains fully insulated from demand fears.
Source ↗ - 4Lumentum (LITE)
Optical networking stocks led the rebound with Lumentum up over 12%, proving that AI's physical plumbing is just as critical as the GPUs.
Source ↗ - 5Advanced Micro Devices (AMD)
Surged 13.3% on the rally day, recovering a steep October drawdown while taking AI data center share.
Source ↗ - 6Micron Technology (MU)
Rose 5.12% to $690, proving that high-bandwidth memory (HBM3E) shortages still dictate AI server build rates.
Source ↗ - 7ASML Holding (ASML)
Up 5.02% to $1,424.75, the monopoly supplier of EUV lithography machines saw a relief rally despite broader equipment spending caution.
Source ↗ - 8Applied Materials (AMAT)
A more modest 4.22% gain to $332.72 reflects its broader exposure to non-AI legacy nodes, but AI packaging demand cushions the valuation.
Source ↗ - 9Intel (INTC)
Suffered a brutal 46% selloff over the previous 30 days, meaning even a strong sector rebound leaves investors deeply underwater.
Source ↗ - 10NVIDIA (NVDA)
The AI kingpin fell ~5% on the rally day due to an independent board probe, severely lagging the sector's 6.9% surge.
Source ↗
What Qwen noticed
Optical networking stocks like Lumentum (LITE) led the AI rebound, proving that AI's physical plumbing is just as critical as the GPUs themselves.
Intel's brutal 46% slide over 30 days shows that fundamental AI execution issues cannot be erased by a single day of broad market relief.
Nvidia's stock dropped on the very day the semiconductor sector rallied 6.9%, as an independent board probe spooked investors despite massive AI revenues.