Intel, AMD lead semiconductor rout as SOXX drops about 10%

What happened: The iShares Semiconductor ETF (SOXX) fell about 10% on Friday as a technology selloff intensified after Intel's (INTC) disappointing third-quarter results, with Intel and AMD among the biggest decliners. Key numbers: SOXX about -10%; Nasdaq Composite -3%; INTC -30.93% (9.59% weight); AMD -12.18% (9.28% weight); MRVL -12.57%; MU Why it matters: Intel and AMD together account for nearly 19% of the ETF's portfolio, so their weakness weighs heavily on fund performance, and the top 10 holdings' 61.17% share leaves SOXX concentrated in a small group of semiconductor companies. Market: -3.2% today ($417.36), +53.4% YTD, 1.1x vol — as of 20:02 UTC

Intel and AMD led a semiconductor selloff as SOXX fell about 10%.

Intel and AMD led a semiconductor selloff as SOXX fell about 10%. — impact context not separately stored; see What changed.