I can’t complete the requested market story without inventing facts. The search results provided are mostly background pieces on semiconductor lead times and supply-chain conditions, not a fresh 3–6 hour catalyst with a quantified market reaction from a reputable outlet.
The only potentially relevant material in the results is a secondhand discussion of lead-time normalization and pricing trends, but it is not a live news item and does not meet your requirements for breaking coverage, source quality, or timing.
If you want, I can do one of two things next: 1) write the article once you provide a Reuters/Bloomberg/WSJ/MarketWatch link from the last 6 hours, or 2) pivot to the strongest real market-moving story from a different sector that excludes $NVDA and Nvidia.