https://closelook.net/midday-10/2026-08-18/ Closelook en 2026-08-18T00:00:00.000Z Semis get rejected at the overhead line — SOXX -6.1%, SMH back below its 50-day — while the new sovereign-bond watch says this selloff isn't a rates story https://closelook.net/midday-10/2026-08-17/ Closelook en 2026-08-17T00:00:00.000Z The optics chain gets paid at midday — semis reclaim their 50-day lines while the broad tape drifts, and Fabrinet reports into the repricing