SMGB.L is trading at £76.98, down 4.36%, as September CPI above forecast lifted rate concerns and pressured growth stocks. - September CPI rose 3.7% year over year, above the 3.6% forecast. - Chip weakness spread through supply chains: South Korean chip shares plunged, while TSMC fell ahead of earnings. Borrowing-cost concerns and unwinding AI-trade optimism added pressure. - Cited reports support these catalysts but do not establish each holding’s precise contribution.