HERE'S WHAT THE 🇺🇸 STOCK MARKET LOOKED LIKE THIS WEEK Chips surged: • Qualcomm $QCOM +13.6% • Intel $INTC +13.3% • AMD $AMD +12.7% • Lam Research $LRCX +9.4% • Applied Materials $AMAT +9.1% • Marvell $MRVL +7.2% Meta $META +12.9% on the week of its Connect keynote. Also up: • Amphenol $APH +8.4% • Amgen $AMGN +7.5% • Palantir $PLTR +6.8% • Seagate $STX +6.8% • Microsoft $MSFT +4.5% Financials had 2 of 23 names green: • Blackstone $BX -5.2% • Wells Fargo $WFC -3.7% • PNC $PNC -3.2% • Morgan Stanley $MS -3.1% Also down: • Oracle $ORCL -7.1% • NextEra $NEE -5.5% • Adobe $ADBE -5.4% • Airbnb $ABNB -5.3% • McDonald's $MCD -4.7% Semis have now led the market two weeks in a row since the AI slowdown selloff on September 14. Intel is up more than +30% over that stretch.