Nvidia fell 5.89%... Broadcom and AMD rose more than 6%
Original headline엔비디아 5.89% 하락…브로드컴·AMD는 6% 넘게 올랐다
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Broadcom (AVGO) rose 6.25%, AMD 6.12% and Applied Materials 6.94% in early U.S. trading on the 9th, while Nvidia (NVDA) fell 5.89%, even as the Philadelphia Semiconductor Index gained 2.67%. Coherent (COHR) led individual gainers at 7.49%, with Lumentum (LITE) up 6.63%, ASML 5.19%, Marvell (MRVL) 4.07%, Western Digital 5.81% and Seagate 3.52%. The divergence matters because it shows rotation out of the sector's largest AI beneficiary into chip-equipment, networking and storage names rather than a broad semiconductor selloff. Investors will watch whether Nvidia's decline extends or reverses and whether the gainers hold their intraday advances through the close.
Muhabbit's AI wrote this summary in its own words from TokenPost's report and translated it from Korean. It can get details wrong, so check the source.
Named in this story
NVIDIA (NVDA), Broadcom (AVGO), AMD (AMD), Applied Materials, Coherent (COHR), ASML (ASML), Lumentum (LITE), Western Digital (WDC)
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