WS #12234

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PHLX Semiconductor Index nears bear market territory; Nasdaq falls 1.5% on chip stock declines; TSMC strong earnings fail to lift sector. Netflix reported Q2 earnings in line but Q3 revenue guidance of $12.86B (below $13B consensus) and operating income below estimates, sending stock down ~7% after hours. Alphabet fell 4%+ on reports of a delay in Gemini 3.5 Pro launch due to performance issues, intensifying AI competition concerns.

Tech Selloff and Semiconductor Weakness

PHLX Semiconductor Index nears bear market territory; Nasdaq falls 1.5% on chip stock declines; TSMC strong earnings fail to lift sector.

Netflix reported Q2 earnings in line but Q3 revenue guidance of $12.86B (below $13B consensus) and operating income below estimates, sending stock down ~7% after hours.

Alphabet fell 4%+ on reports of a delay in Gemini 3.5 Pro launch due to performance issues, intensifying AI competition concerns.

Full world state #12234