The AI complex ended the window mixed and turned lower at its close: on October 29 2026 against October 14, NVDA closed 213.66 (-3.5%), AMD 566.42 (-0.8%), AVGO 345.00 (-0.4%), MU 934.27 (+2.2%, after 983.23 on October 28) and ORCL 139.56 (+6.9%, on its investor day). On October 30, after Alphabet's report and Intel's weak guidance, the names traded sharply lower - AMD near 513 (-9.4% on the day), NVDA near 207, AVGO near 328 and MU near 902. The drawdown arrived at the end of the window, on capex returns rather than on demand.