WS #11281

From 500 msgs · 10 key-dev

Chip stocks continue to slide (MU -5%, NVDA -1.4%, AMD -4.3%, MRVL -9.8%); Meta CEO says agent development not accelerating; Apple up 4% on foldable iPhone; Tesla Q2 deliveries beat estimates. Michael Burry shorts Micron (MU) and Caterpillar (CAT); Marvell Technology COO sells shares; Intuitive Machines director sells shares.

Tech and AI Sector Rotation

Chip stocks continue to slide (MU -5%, NVDA -1.4%, AMD -4.3%, MRVL -9.8%); Meta CEO says agent development not accelerating; Apple up 4% on foldable iPhone; Tesla Q2 deliveries beat estimates.

Michael Burry shorts Micron (MU) and Caterpillar (CAT); Marvell Technology COO sells shares; Intuitive Machines director sells shares.

Full world state #11281 →