WS #11205

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Broad tech selloff led by semiconductors, with Nasdaq 100 down 1.5% and SMH down over 5%, driven by profit-taking and Meta's AI capacity rental news. Meta Platforms rallies 8.8% on Bloomberg report that it plans to sell excess AI computing capacity, creating a MAG7 carve-out against the broader tech selloff.

Tech/Semiconductor Selloff

Broad tech selloff led by semiconductors, with Nasdaq 100 down 1.5% and SMH down over 5%, driven by profit-taking and Meta's AI capacity rental news.

Meta Platforms rallies 8.8% on Bloomberg report that it plans to sell excess AI computing capacity, creating a MAG7 carve-out against the broader tech selloff.

Full world state #11205