U.S. stocks opened mixed: Dow +1.0%, S&P 500 -0.4%, Nasdaq -1.0%. Broadcom
(AVGO) plunged 14% after earnings, trimming its market value below $2 trillion
after guiding AI-chip revenue under market expectations. Semiconductor names
were pressured: Micron Technology (MU) -6.7%, Arm (ARM) -7.3%, AMD (AMD) -5.3%,
Intel (INTC) -3.4%, NVIDIA (NVDA) -0.5%.