A 25bp

Semis Retreat Broadly as Broader Market Holds; Can CPI Provide Direction?

U.S. equities diverged Monday: S&P 500 -0.06% to 7,807.24, QQQ -0.70% to $746.04. Semiconductors bore the brunt — SOXL -8.13%, SOXS +8.14% — after CXMT's president announced a 4F² DRAM architecture breakthrough at a weekend conference, stoking fears of long-term pricing pressure from Chinese DRAM. September CPI drops tomorrow at 8:30 PM Beijing time; Fed's Warsh speaks at the IMF meeting Friday, with markets pricing 69% odds of no October hike. Broader market and semis moving in opposite directions — does the divergence hold past the CPI print?

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