Daily Market Report

Semi Supply Chain Tracker

Tuesday, June 9, 2026 — Market close prices via Finnhub

Stocks Up

9 / 30

Stocks Down

21 / 30

Biggest Gainer

CRDO +5.42%

Biggest Loser

AAOI -17.17%

Top Movers

Gainers

CRDO
High-Speed Connectivity

+5.42%
$234.32

AMKR
Advanced Packaging / Testing

+3.84%
$70.91

ASML
EUV Lithography Equipment

+2.48%
$1,777.77

ONTO
Semiconductor Inspection

+1.87%
$274.03

KLAC
Process Control / Inspection

+1.49%
$2,139.37

Losers

AAOI
Optical Transceivers

-17.17%
$162.88

COHR
Optical Components

-11.44%
$355.94

MRVL
Custom Silicon / Networking

-7.61%
$266.88

FN
Optical Manufacturing

-6.05%
$586.00

CIEN
Optical Networking Equipment

-5.86%
$439.34

Entry Zone Alerts

AVGO — $392.16 (still near tranche territory)

Down -1.12% today. Sitting below the $400 level that triggered your tranche alert after the June 5 selloff. BofA price target is $530, implying ~35% upside from here. No entries pulled yet.

NVDA — $208.19 (tranche zone)

Flat today at -0.22%. Hovering around ~$208, well below its 52-week high of $236.54. Remains in the entry window you flagged after the June 5 correction.

Notable News & Catalysts

AAOI -17.17% — Optical transceivers sector under heavy selling pressure. AAOI, COHR (-11.4%), FN (-6.1%), and CIEN (-5.9%) all down sharply. The optical networking group is reversing hard after a massive run-up. AAOI is still up ~1,000% from its 52-week low of $15.29.

MRVL -7.61% — Marvell gave back gains after last week's 9% surge on S&P 500 inclusion news. Post-earnings volatility continues; stock traded between $244 and $302 intraday. Still up 334% from its 52-week low.

CRDO +5.42% — Credo Technology bucked the selloff in connectivity names, closing at $234.32. High-speed connectivity demand for AI data centers continues to drive strength.

Intel / Google foundry deal — Reports that Google is tapping Intel to manufacture its next-gen TPUs. TSM (+0.26%) relatively flat on the news, suggesting the market sees this as incremental rather than a major competitive threat to TSMC.

Semi equipment strength — KLAC (+1.49%), AMAT (+1.43%), ASML (+2.48%), and ONTO (+1.87%) all green. Equipment makers showing resilience despite broader semi weakness, suggesting the capex cycle remains intact.

Full Price Table

Ticker	Sector	Price	Daily Chg
AAOI	Optical Transceivers	$162.88	-17.17%
COHR	Optical Components	$355.94	-11.44%
MRVL	Custom Silicon / Networking	$266.88	-7.61%
FN	Optical Manufacturing	$586.00	-6.05%
CIEN	Optical Networking	$439.34	-5.86%
QCOM	Edge AI / Mobile	$205.42	-5.67%
CRWV	GPU Cloud / AI Infra	$98.45	-3.83%
CLS	AI DC Hardware / EMS	$371.86	-3.79%
VRT	Power / Cooling	$289.52	-3.68%
AMD	GPU / CPU / AI	$475.51	-3.02%
ANET	DC Networking	$152.16	-2.71%
MPWR	Power Management ICs	$1,531.98	-1.74%
WDC	Memory / Storage	$517.72	-1.75%
SNPS	EDA Tools	$465.27	-1.73%
TER	Semiconductor Testing	$369.21	-1.46%
MU	Memory / HBM	$935.89	-1.41%
ASX	Packaging / Testing	$35.08	-1.24%
AVGO	Custom Silicon / Networking	$392.16	-1.12%
CDNS	EDA Tools	$390.90	-0.85%
ETN	Power Infrastructure	$401.72	-0.35%
NVDA	GPU / AI Accelerators	$208.19	-0.22%
TSM	Foundry	$427.92	+0.26%
LRCX	Semiconductor Equipment	$327.16	+0.84%
ENTG	Semi Materials	$134.35	+1.24%
AMAT	Semiconductor Equipment	$499.21	+1.43%
KLAC	Inspection / Process Control	$2,139.37	+1.49%
ONTO	Inspection / Metrology	$274.03	+1.87%
ASML	EUV Lithography	$1,777.77	+2.48%
AMKR	Packaging / Testing	$70.91	+3.84%
CRDO	High-Speed Connectivity	$234.32	+5.42%

Sector Theme Summary

Optical / Networking: Broad selloff

AAOI (-17.2%), COHR (-11.4%), FN (-6.1%), CIEN (-5.9%), ANET (-2.7%). The group that led the AI infrastructure rally is giving back gains aggressively. Profit-taking after extended runs.

Semi Equipment: Green across the board

ASML (+2.5%), KLAC (+1.5%), AMAT (+1.4%), LRCX (+0.8%), ONTO (+1.9%), ENTG (+1.2%). Equipment makers showing the capex cycle is still intact despite downstream volatility.

AI Compute: Mixed

NVDA (-0.2%) essentially flat. AMD (-3.0%) and MRVL (-7.6%) under pressure. CRDO (+5.4%) was the standout. TSM (+0.3%) steady.

Memory: Mild weakness

MU (-1.4%) and WDC (-1.8%) both modestly lower. HBM demand narrative intact but taking a breather.

Power / Infrastructure: Lower

VRT (-3.7%), ETN (-0.4%), CLS (-3.8%). Data center infrastructure names pulling back in sympathy with broader tech weakness.