Chip Selloff Puts Spotlight on a Week of Key US Inflation Data
Barron's previews a busy week: a sharp chip-led equity slide after midterm results, earnings from Constellation and Applied Materials, and CPI and PPI releases.
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what happened
Barron's reports that US stocks logged their steepest one-day decline since the April 2025 tariff selloff last Thursday, extending a run of four straight weekly losses. The Nasdaq Composite fell 5.5% that day and 3.4% over the week, while the S&P 500 lost 4.4% and 2.7% over the same periods.
The trigger was the Democratic win in Tuesday's midterm elections. Investors feared that closer scrutiny from the new Congress and Democratic governors could slow data-center construction, especially in Georgia and Texas. The VanEck Semiconductor ETF dropped 11.2% last week and is 31% below its late-June high, though it remains up 29% this year.
why it matters
The main event this week is inflation, since it will shape the near-term path of interest rates while the labor market stays firm. Consumer prices come out Tuesday and producer prices on Friday. Economists expect CPI to rise 0.3% month over month after a 0.6% gain in September, with core CPI seen at 0.2%, and PPI forecast to climb 6.6% year over year. The Bureau of Labor Statistics will not publish a year-over-year CPI figure because the shutdown prevented data collection for October 2025.
market impact
US stocks and chip ETFs: inflation data may shift rate expectations and weigh on the tech sector
tags
instruments
on polymarket
sources
- Inflation Data, Constellation Energy, Skydance, Applied Materials, and More to Watch This Week — Barrons.com, 8 November 2026 at 19:00 UTC
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