WS #11274

From 499 msgs · 10 key-dev

Weak jobs data and Meta's AI commentary triggered a sharp rotation out of tech/semiconductors into cyclicals, with the Dow at a record and Nasdaq falling; semis down ~5%.

Tech/Semiconductor Selloff & AI Narrative Shift

Weak jobs data and Meta's AI commentary triggered a sharp rotation out of tech/semiconductors into cyclicals, with the Dow at a record and Nasdaq falling; semis down ~5%.

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