WS #12136

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Memory stocks (MU, WDC, SanDisk) plunge 8-13% on CXMT IPO and competition fears; IBM's 25% drop signals enterprise AI capex cannibalization. Apple Intelligence clears China regulatory hurdle; Apple shares hit fresh high; Alibaba and Baidu to partner.

Memory-Chip Collapse & AI Capex Anxiety

Memory stocks (MU, WDC, SanDisk) plunge 8-13% on CXMT IPO and competition fears; IBM's 25% drop signals enterprise AI capex cannibalization.

Apple Intelligence clears China regulatory hurdle; Apple shares hit fresh high; Alibaba and Baidu to partner.

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