Reason: The AI-infrastructure group closed Friday, October 2 mostly higher on the week, led by $TSM and $MRVL, while $ARM jumped on the day. Long trends are intact for chips ($NVDA, $TSM, $MRVL, $ARM all above their 200-day on strong years); $PLTR is flat on the year with negative alpha and $AMZN is the soft spot, with a weak short-term trend. No dated cause is on file for any single move.

Price/RSI Table

As of 2026-10-02. Status reads the 200-day trend first and RSI second; Action is a trend-hold lens: an extended name is never an entry, and a name below its 200-day with a negative year is not a dip.

What Changed Since 2026-09-25

• TSM: RSI above 70 after a strong week; extended, not an entry.
• ARM: strong one-day gain, still deep under its 52-week high; cause unknown (news pulled 2026-10-03 shows only a MarketBeat page crediting broader semiconductor strength, no dated event; stock-events and the October 1-2 captures checked).
• AMZN: only name in the group with a weak short-term trend; one-year gain is modest.
• Roster unchanged since September 25: no entrants, no dropouts.

Sources

• Tape data (price, RSI, returns, one-year change, distance to the 200-day): pre-computed summaries as of the 2026-10-02 desk date, summaries (Schwab).
• Prior edition (format and roster only): 2026-09-25-ai-infra.
• Event checks: research/stock-events/, the 2026-10-01 market brief and 2026-10-01/02 prints digests under research/issues/; news receipts under stocks/news/latest.json` (memory names pulled 2026-10-01, before the October 2 move).