Good evening, you're listening to Markets Desk.
The semiconductor space is flashing a value signal that's hard to ignore. The chip ETF has shed roughly a quarter of its value since June, and with it, valuations have compressed dramatically — from nearly forty-nine times earnings down to twenty-eight times. For patient investors with a horizon out to twenty thirty, that repricing looks less like a warning and more like an entry point.
Shifting to the auto sector, Honda is forcing a decision on CR-V buyers that won't be available much longer. The current lineup offers a gasoline model starting around thirty-one thousand five hundred dollars or a hybrid at roughly thirty-six thousand — a gap of four thousand five hundred ten dollars. But with the twenty twenty-eight redesign going hybrid-only, that choice disappears entirely, making this a genuinely consequential moment for shoppers on the fence.
And over at Nvidia, the fallout from Jensen Huang's resignation continues to build. A growing "Stand with Jensen" movement is pushing back against the company's decision, with new reporting casting doubt on the underlying espionage allegations. The core question now isn't just legal — it's whether Nvidia acted prematurely, and what that means for leadership stability at one of the market's most consequential companies.
That's the tape. Markets Desk, signing off the floor.
