LYTE is trading at $20.12, down 3.36%, as semiconductor weakness reflects investor concerns about the durability and financing of AI infrastructure spending. - Debt costs, valuations, and signs of slower AI revenue growth are weighing on chip stocks. - Hotter-than-expected September inflation revived fears of further Fed rate hikes, pressuring borrowing-sensitive technology shares. ASML’s strong sales and long-term demand outlook offer a counterpoint, but are not an evident cause of the decline.