The recovery at the open
According to a report by IT之家 on November 6, the opening of US markets saw a broad rise in stocks linked to the artificial intelligence hardware supply chain. The sector's benchmark, the Philadelphia Semiconductor Index, reached a maximum gain of 6.57% compared with the previous close. This is an intraday move, not a closing figure, and the source does not specify the session's final levels.
The rebound involved the main manufacturers of components and chips. AMD gained 13.2%, SanDisk 11.75%, Lumentum 9.58%, Marvell 9.46% and Micron 9.07%. Seagate also joined the rise with 6.34% and Nvidia with 6.44%, while TSMC posted +7.55% and Broadcom +4.56%. The data, as reported by the source, reflect opening prices and not final performance.
The context of the previous session
The recovery comes after a sharply negative session. Also according to IT之家, on Thursday stocks linked to artificial intelligence themes had recorded a marked decline: the Dow Jones closed down more than 1,800 points, equal to about 3.4%, the S&P 500 lost 4.4% and the Nasdaq Composite fell 5.5%. The latter figure is described as the worst single session since April 2025, with the index entering technical correction territory.
What remains to be verified
The source does not clarify the causes of the rebound or indicate whether the move held until the close. It also provides no indications on the sector's outlook or on any consequences for the real economy. The available picture is therefore limited to two consecutive sessions in opposite directions, with strong volatility in stocks linked to artificial intelligence hardware.
The figure is significant because it shows how quickly the sector can reverse direction after a marked correction. However, without information on volumes, investors' motivations or final performance, it is not possible to draw stable conclusions about the medium-term trend. The figures cited should be considered snapshots of a single market opening, as reported by the source.
