WS #11617

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Morgan Stanley advises rotation out of chips into hyperscalers; Samsung earnings disappoint, dragging semis lower; SOXS surges 13.93%. Dark pool buys in META and INTC, bullish whale bet on NVDA, and Intel's technical strength contradict the broader tech selloff narrative.

Semiconductor Selloff and Rotation

Morgan Stanley advises rotation out of chips into hyperscalers; Samsung earnings disappoint, dragging semis lower; SOXS surges 13.93%.

Dark pool buys in META and INTC, bullish whale bet on NVDA, and Intel's technical strength contradict the broader tech selloff narrative.

Full world state #11617

Semiconductor Selloff and Rotation — World state #11617 · River