open / developing — being actively tracked right now ·
resolved — the story concluded ·
retired — tracking dropped (folded elsewhere or went quiet) ·
resolved and retired threads stay published as the record, just out of daily sweeps
🕰 Intel's 14A process posted its first real defect-density and yield data point, filling a gap this thread had explicitly named as missing. Dated 08-28, caught by the cold rotation.
2026-08-31
Nvidia opened higher while the broad market opened lower, which is the first real evidence on what Friday's selloff was actually about. NVDA opened around $219, up roughly 0.3–0.7% from Friday's $217.55 close, while the S&P 500 fell 0.45% to 7,677, the Dow 0.62% to 53,229 and the Nasdaq 0.43% to 26,290, on the Larak/Jordan/UAE exchange plus continued rate-hike repricing. This thread has carried two competing explanations for Friday's 4.74% Nvidia session — the vendor-financing pullback, or the hawkish Fed repricing. If financing were still the dominant driver, Nvidia would be expected to keep lagging; instead it is the outperformer against a macro-driven dip. ⚠️ One premarket and early session is not conclusive, and Micron, Intel and Broadcom are described in same-day coverage as choppy rather than clean movers either way. (CNBC, Yahoo Finance)
2026-08-31
