WS #12221
TSMC beat-and-raise but stock fell ~5%; SMH/SOXX down 15-20% from highs; Google Gemini 3.5 Pro delayed; AI capex debate unresolved.
AI/Semiconductor Selloff
TSMC beat-and-raise but stock fell ~5%; SMH/SOXX down 15-20% from highs; Google Gemini 3.5 Pro delayed; AI capex debate unresolved.