The Vendors segment has slumped by a near-record 7.54% this week, while the Operators has grown 0.81% – in a week where the stock market slid an average of 1.42%. This is a sign of normalcy returning to the Vendors, which has been rapidly inflated by AI hype. The worst performance in the Vendors segment this week came from AMD, which fell 17.26%m on the back of news that it was acquiring Silo AI – a European research lab, for some $665 million. However, a turbulent weekend in US politics has hampered silicon stocks, as the Trump machine floated the Taiwan paying compensation to the US for its defense. Semtech was second-worst, down 11.56%, followed by Qualcomm, which slid 10.72%.…