← Watchtower
November 5, 2026

A brutal week for AI hardware stocks.

7-day returns:

🧩 Intel āˆ’37% $INTC
šŸ”— Marvell āˆ’27% $MRVL

šŸ’½ Sandisk āˆ’22% $SNDK

šŸ–„ļø Dell āˆ’22% $DELL

šŸ—„ļø Western Digital āˆ’18% $WDC

šŸ’¾ Micron āˆ’15% $MU

šŸŽ® AMD āˆ’14% $AMD

šŸ”¬ Lam Research āˆ’13% $LRCX

āš™ļø Applied Materials āˆ’12% $AMAT

šŸ” KLA āˆ’11% $KLAC