Fri Oct 30 — The AI-capex washout deepened: Intel -28.6% and AMD -10.9% dragged the Nasdaq -2.9% to its worst day since June, SPX -1.8% to 7,580; energy led (+1.9%) on record Exxon/Chevron refining earnings while the Q3 ECI landed in-line at +0.8% and the BoJ held at 1.25% with a hawkish tilt.