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Bloomberg Television’s October 22, 2026 broadcast reported a technology-led selloff alongside gains in Treasuries and defensive stocks. The Nasdaq Composite fell 2.6 percent, the Nasdaq 100 lost 2.9%, and the Philadelphia Semiconductor Index declined 6.7%. Market breadth was stronger than the headline indexes suggested. Guests differed over AI’s financing risks and longer-term demand, with Gene Munster maintaining a bullish stance. The transcript contains numerical inconsistencies and unclear captions, and supplies no discrete trade setup or earlier-trade performance update.