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Market Roundup: Broadcom-Apple Extends, Meta's Compute Dilemma, And 0DTE Options Hit A Record

Tue, 07 Jul 2026 00:00:00 +0000

A run through the smaller stories that mattered this week.

Broadcom and Apple extend their silicon partnership through 2031. The two companies expanded their long-running custom chip relationship, with Broadcom set to develop and supply a range of custom ASIC products across multiple future generations of Apple devices. It’s a quiet but important signal: Apple continues to lean on Broadcom for specialized silicon rather than bringing every chip category in-house, and a six-year commitment gives Broadcom unusually long revenue visibility from one of its largest customers.

The KOSPI's 5.5% Friday: Concentration Comes Due as the Semiconductor Trade Reprices

Sun, 07 Jun 2026 00:00:00 +0000

An index that doubles in five months does not correct gently. On Friday the KOSPI fell 5.54%, its steepest single-session drop of the year, tripping the Korea Exchange circuit breaker after KOSPI 200 futures fell 5% and program trading was suspended. The trigger was external — Broadcom’s after-hours guidance, with third-quarter AI chip sales pegged at $16 billion, read as a soft edge on the AI narrative rather than a beat. But the velocity was domestic, and it was structural. A market that rode two stocks to a 100% gain cannot fall on those two stocks without falling harder than anyone else.

The SOX Fell 10.26% on June 5: Semiconductors Are Unlikely to Round-Trip to the Highs Next Week

Sat, 06 Jun 2026 00:00:00 +0000

The chip complex did not drift lower on Friday. It broke on a macro catalyst, and that distinction governs everything about the week ahead. The Philadelphia Semiconductor Index closed at 12,220.7, down 1,396.73 points, a 10.26 percent single-day collapse. A retracement back to the prior highs inside five sessions requires the catalyst itself to be unwound, and the catalyst was a jobs report that cannot be un-printed before the next data drop. The base case is stabilization and a partial bounce, not a clean rip to fresh records.