WS #11202

From 500 msgs · 5 key-dev

Semiconductor stocks continue to decline with Micron -10.57%, AMD -6.89%, NVDA -1.25%, as rotation from hardware to software persists. Apple readies new iPad Pro and redesigned MacBook Pro for 2027, but faces antitrust headwinds from Yelp win and EU ruling. Google loses Yelp antitrust case in US and faces $1.5B EU ruling from Klarna, pressuring GOOGL.

Tech Rotation and Semiconductor Selloff

Semiconductor stocks continue to decline with Micron -10.57%, AMD -6.89%, NVDA -1.25%, as rotation from hardware to software persists.

Apple readies new iPad Pro and redesigned MacBook Pro for 2027, but faces antitrust headwinds from Yelp win and EU ruling.

Google loses Yelp antitrust case in US and faces $1.5B EU ruling from Klarna, pressuring GOOGL.

Full world state #11202