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On the 30th local time, market concerns about the return on investment in artificial intelligence infrastructure continued to heat up, and US chip stocks were generally under pressure. Intel's stock price fell more than 30% during the intraday period, mainly due to the fact that the latest performance guidelines fell short of expectations. The company said it is expected that it will be difficult to achieve positive free cash flow next year due to factors such as weak demand in the PC market, limited production capacity in the manufacturing process, and increased expenses required to expand production. Intel also said that the increase in demand for memory chips in artificial intelligence data centers is driving up PC prices. PC shipments are expected to drop by about 12% this year, and then drop by about 10% in 2027. Additionally, the accident at its Israeli plant is expected to reduce fourth-quarter revenue by approximately $300 million. On the same day, Nvidia's stock price fell by more than 3.7% during the intraday period. The market value evaporated by more than 191 billion US dollars, and the total market value fell below 5 trillion US dollars.

Zhitongcaijing·10/30/2026 16:17:18
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On the 30th local time, market concerns about the return on investment in artificial intelligence infrastructure continued to heat up, and US chip stocks were generally under pressure. Intel's stock price fell more than 30% during the intraday period, mainly due to the fact that the latest performance guidelines fell short of expectations. The company said it is expected that it will be difficult to achieve positive free cash flow next year due to factors such as weak demand in the PC market, limited production capacity in the manufacturing process, and increased expenses required to expand production. Intel also said that the increase in demand for memory chips in artificial intelligence data centers is driving up PC prices. PC shipments are expected to drop by about 12% this year, and then drop by about 10% in 2027. Additionally, the accident at its Israeli plant is expected to reduce fourth-quarter revenue by approximately $300 million. On the same day, Nvidia's stock price fell by more than 3.7% during the intraday period. The market value evaporated by more than 191 billion US dollars, and the total market value fell below 5 trillion US dollars.