QQQ fell 2.60%, its worst session since June 5, while the Nasdaq 100 dropped 2.90%; the Nasdaq remains up 11.9% year to date. META fell 7%, AMD 8%, MU 6%, and NVDA 4%; BE reported Q3 revenue of $1.24B and adjusted EPS of $0.94, and raised its FY2026 guidance to $4.4B–$4.6B in revenue and $3.10–$3.40 adjusted EPS.

SPCX is reportedly pursuing a $40B debt package, with rates around 7.75%–8.3%, and access to at least 80,000 U.S. cell tower sites; NBIS secured a $3.5B credit facility at SOFR + 2.75% to 3.50%. Other reported developments include SK Hynix halting plans for a U.S. IPO of Solidigm, and China’s estimated gold purchases exceeding official figures.