Semiconductors led the tape on Friday, October 2: seven of 38 names closed at RSI 70 or higher ($MXL, $TSM, $TXN, $AMD, $CVI, $ECO and $P), $NVDA closed within 1.65% of its 52-week high, and the chip funds $SMH and $SOXX are 26.2% and 29.4% above their 200-day averages. What is still working is the chip and AI-hardware core. What is not: the power-generation and renewables names ($NEE, $FSLR, $CEG, $ENPH, $EOSE) sit in oversold or near-oversold territory below their 200-day averages, so the AI-power leg is splitting. Verify before chasing: most chip leaders are 7% to 15% above their 20-day averages.

Data as of the 2026-10-02 settled close; 38 unique tickers across the three source lists (several names appear in more than one).

Chips ran together. $SMH (RSI 68.6) and $SOXX (66.6) both rose about 2% on the day, and the group's breadth is wide: $ON gained 6.01% on the day, $AMKR 5.9%, $ARM 5.18%, $TXN 4.44%, $AVGO 3.35% and $ASML 3.25%. $MXL was the standout, +14.99% on the day and +76.26% on the month, with a 97.6% distance above its 200-day. $ARM closed 9.2% above its 20-day with a +102.1% year but is still 32.08% below its 52-week high, and the engine flags it intact but priced. $NVDA, at $233.95 and RSI 62.9, is above its 200-day by 16.6% with a +23.86% year; relative to the semis fund's +86.44% year it is the laggard of the leaders, though it holds the closest approach to a high (1.65% below). News pulls on file for the names discussed here were fetched before the October 2 session closed, so they cannot speak to October 2 moves; the desk's event records were checked for October 1 to 2 and hold no filings for these names. Where a move has no driver below, the cause is unknown for that reason, not because the news was searched and came back empty.

The exception inside chips is $AVGO: RSI 47.6, 3.4% below its 200-day, 28.25% below its 52-week high, with a +5.02% year. Its +3.35% day does not repair a trend under test. $QCOM (52.4) lost 8.47% over the week; no driver is claimed.

In the power stack the split is clear. $BE (RSI 58.7, +33.08% on the month, +228.58% on the year) and $GEV (57.8, +63.09% on the year) are working; $CEG (42.1), $NEE (32.8), $TLN (56.4, still -26.1% on the year) and the solar/storage names ($FSLR, $ENPH, $EOSE) are not. Fuel-side energy is firm: $XLE (50.4, +42.06% on the year) and $XOP (49.8) hold above their 200-day averages, while $ECO (+203.69% year) and $CVI (+47.39% year) are extended.

• Extended count: 7 of 38 names at RSI 70 or higher; none below RSI 30.
• Below the 200-day: 9 of 38 names, concentrated in power and renewables plus $AVGO and $AMKR.
• Below the 20-day: 10 of 38.
• This edition carries no week-over-week price or RSI deltas; every figure is as of the October 2 close.

RSI under 30 is oversold, 70 and over extended. The one-year return and the distance to the 200-day separate a pullback from a breakdown; the board lists each. Group column shows which source list a name comes from (some names, such as $NVDA, $ARM, $ASML, $MRVL, $TSM and $SMH, sit in two lists and appear once). This is raw price evidence, not a setup, and it has no fundamental or insider layer.

Tape figures below are live-bound to the desk summaries; as-of date is shown per row.

None this scan.

$NEE, $FSLR

Of the oversold group, above the 200-day with a positive year (pullbacks): None this scan.. Below the 200-day or with a negative year (trend under test): $NEE, $FSLR.

$EOSE, $CEG, $ENPH, $AVGO, $AMZN, $XOP, $XLE, $QCOM, $BP, $TAC, $SWKS, $TLN, $CRAK, $GEV, $ARM, $BE, $AMKR, $AIQ, $INTC, $PLTR, $NVDA, $CMBT, $ASML, $MRVL, $ON, $LSCC, $SOXX, $SMH, $AMAT, $AMD, $TXN, $TSM, $MXL, $ECO, $CVI, $P

• $MXL, $TSM, $AMD, $TXN and $AMAT at or near RSI 70: whether they hold their 20-day on any pullback, or the group's 7% to 15% stretch above the 20-day unwinds together.
• $NVDA near its high: a break above it with the chip funds still rising would extend the move; a fade while peers hold would be a relative-strength warning.
• $AVGO: reclaim of its 200-day, or the trend stays under test.
• $CEG and $NEE: stabilization above the 200-day is the line for the AI-power leg; $BE and $GEV carry it until then.
• $QCOM's weekly slide: cause unknown; news pulled 2026-10-03 shows only a MarketBeat item (October 1) tying that day's 1.1% dip to a CEO share sale; stock-events checked.

• Tape data: pre-computed desk summaries for the semiconductor, AI-infrastructure and energy universes, as of the 2026-10-02 close (semis, ai-infra.json, energy.json).
• News receipts: latest (re-pulled 2026-10-03, no item on the move), ON (2026-09-23), AMKR (2026-09-25); the ON and AMKR pulls predate the October 2 session. research/stock-events/ checked for 2026-10-01 to 2026-10-02: no entries for these names.
• Prior scan: 2026-09-25-nvda-ecosystem (structure only).