WS #11201
Semiconductor selloff deepens with MU -10.57%, AMD -6.89%, NVDA -1.25%, while META +8.81% on cloud pivot; narrative continues to escalate. Apple faces Yelp antitrust win and $1.5B EU Klarna ruling, while preparing new iPad Pro and redesigned MacBook Pro for 2027. Microsoft planning 2.5% workforce cut (thousands of roles) as soon as next week, impacting sales, consulting, and Xbox divisions.
Tech Rotation / Semiconductor Selloff
Semiconductor selloff deepens with MU -10.57%, AMD -6.89%, NVDA -1.25%, while META +8.81% on cloud pivot; narrative continues to escalate.
Apple faces Yelp antitrust win and $1.5B EU Klarna ruling, while preparing new iPad Pro and redesigned MacBook Pro for 2027.
Microsoft planning 2.5% workforce cut (thousands of roles) as soon as next week, impacting sales, consulting, and Xbox divisions.