The AI complex gave back the September rally from an October 6 peak: AMD closed 570.82 on October 14 2026 against 629.26 on September 24 (-9.3%) and 12.1% below its 649.42 high of October 6; MU closed 914.13 against 1,080.53 (-15.4%), down 16.7% from 1,097.39 on October 1, the session after its record quarter; ORCL closed at a window low of 130.55 (-6.4%); NVDA closed 221.30 (-1.5%, 7.5% below its 239.24 high of October 6); and AVGO 346.25 (-1.2%). The best demand print of the cycle was followed by the sharpest drawdown in the names closest to it, on financing and competition concerns rather than on demand.