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● Higher borrowing costs and Fed Chair Warsh's price-stability focus weighed on semiconductor stocks.
● Investors questioned how the AI build-out is financed, hitting debt-funded infrastructure names hardest.
Kodiak AI Inc. (NASDAQ:KDK), formerly Kodiak Robotics, ended Friday’s US session sharply lower, closing at $1.35, down 15.09% on the day. The autonomous-trucking company, which reached public markets through a recent SPAC combination, ranked among the session’s larger percentage decliners. There was no confirmed …
● Every PHLX Semiconductor Index member finished lower, with the index closing at 11,137.29.
Kopin Corporation (NASDAQ:KOPN) shares fell sharply on Friday, October 16, 2026, closing at $3.29, a decline of 13.54% on the day. The microdisplay and semiconductor small-cap was swept up in a broad selloff across chip stocks, the dominant theme of the session and the …
● Intel, Amkor and Kulicke and Soffa fell on the same concerns.
● Investors shifted from what AI can do to how its build-out is financed.
● Reports counted an eighth or ninth straight decline; one called it the longest since 2008.
● No company-specific negative news was cited; the software and cloud giant moved with its sector.
● MSCI is due to publish its final list of affected companies on November 11.
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