AMD Falls 9% as Chip Rally Stalls After Huang Exit

The telling detail is that AMD, Broadcom and Marvell fell harder than Nvidia itself, suggesting the pullback hit the wider complex rather than the name at the centre of the story. That the group still held double-digit weekly gains frames this as a pause in momentum, not a reversal. The open question is whether the sector's advance resumes without the figure whose exit coincided with the stall, or whether the broader chip trade now lacks a catalyst.