Welcome to Staten News, where memory chips and Pokémon slabs got the same lesson in the same week: when supply shows up, the premium leaves.
💰 Finance
The S&P 500 fell 1.95% and the Nasdaq dropped 4.48%, yet 339 of the 500 S&P stocks finished the week higher.
The Philadelphia Semiconductor Index lost 11.41%. Seagate fell 18.39%, SanDisk 17.86%, Western Digital 16.43% and Micron 14.59%, after China's CXMT reported a denser memory-cell design.
CoreWeave slid from $82.08 to $61.39, roughly 25%, as AI financing came under scrutiny.
Walmart rose 6.70%, Coca-Cola 6.64% and Procter & Gamble 5.37% with no company news. Staples climbed 5.02% while tech fell 7.70%.
September CPI hit 3.7% year over year, and producer prices jumped 1.3% in a month. The 10-year still fell 14.6 basis points to 5.097%.
Our calls for this week: Netflix (Tuesday) up on a bar set at its own guidance, Tesla (Wednesday) down on margin risk despite 486,532 Q3 deliveries.
Full story: Chips Lost 11% in a Week. Walmart and Coca-Cola Caught the Money.
🏆 Sports
Tampa Bay leads Cleveland 3-2 in the ALCS after Drew Rasmussen threw seven innings of one-run ball in a 3-1 Game 5 win.
Yandy Díaz and Jonathan Aranda drove the Rays' turnaround, including a 7-3 Game 4 win after a Friday rainout.
Freddy Peralta (0.79 postseason ERA) starts Game 6 tonight at Tropicana Field. Cleveland hasn't named a starter.
Milwaukee is resting after sweeping the Dodgers. Game 1 of the World Series is Friday in Milwaukee.
The Saints scored 27 straight points and beat the Giants 34-27. J.J. McCarthy and Jameis Winston both played, and Malik Nabers had 12 catches for 165 yards.
The Patriots beat the Jets 26-19 behind three Drake Maye touchdown passes.
The Knicks raise their first championship banner since 1973 on Tuesday against LeBron James and the 76ers.
Full story: The Rays Are One Win From the World Series. Milwaukee Is Waiting.
💻 Tech
RTX Spark laptops with Nvidia's N1X chip, an Arm CPU paired with a Blackwell GPU, went on sale October 16.
Microsoft, ASUS, Dell, HP, Lenovo and MSI all have models, from $2,599 (Surface Laptop Ultra, ASUS ProArt P14) to $3,799 (Dell XPS 16 Creator Edition).
A year ago, premium Windows laptops ran on Intel, AMD or Qualcomm. Now Nvidia has a seat at that table.
Apple's first foldable, the $1,999 iPhone Duo, goes on sale Friday in more than 70 countries, $700 above the iPhone 18 Pro Max.
Meta released Muse Spark Open, an 816-billion-parameter open-weights model with a 1-million-token context window.
Tenstorrent raised $1.5 billion at a $6.2 billion valuation, and Anthropic set up a Public Benefit Fund starting with 5% of its shares.
Full story: Nvidia's Laptop Chip Hit Shelves. Intel, AMD and Qualcomm Have a New Rival.
🃏 TCG
Raw Lugia 149/147 from the 30th Celebration Classic Collection climbed roughly 27% on sold-listing medians, to $257.34 on PriceCharting.
The PSA 10 version dropped $874.99 to $2,025, with Sunday sales at $1,575 to $1,650, down 59% from a $3,850 sale on October 4.
Thirteen PSA 10 copies sold in one week after zero the week before, as PSA's backlog shrank to 8.2 million cards.
Delta Reign (November 6) presale prices are falling: the Pokémon Center ETB is down 26% to $421.23 and the booster box is down 8% to $240.85.
November 6 also brings five 30th Celebration premium products, including Ultra-Premium Collections listed at $561.50 and $617.40 against a $179.99 MSRP.
Our calls: raw Lugia's TCGplayer price rises toward $230, and the Delta Reign Pokémon Center ETB keeps sliding.
Full story: Raw Lugia Is Up 27%. The PSA 10 Just Lost $875.
This is not financial advice. Always do your own research.
Stay sharp. Signal over noise. — The Bandicoots 🔥