WS #12274

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Semiconductor selloff intensifies with SOXX entering bear market; Moonshot AI's K3 model beating US frontier models triggers panic; MAG7 stocks broadly weak except AAPL. Apple upgraded to Buy by HSBC with $366 target; AAPL holding best among MAG7; correlations shifting toward financials; M6 chip launch expected.

Tech selloff deepens on AI capex fatigue and Chinese competition

Semiconductor selloff intensifies with SOXX entering bear market; Moonshot AI's K3 model beating US frontier models triggers panic; MAG7 stocks broadly weak except AAPL.

Apple upgraded to Buy by HSBC with $366 target; AAPL holding best among MAG7; correlations shifting toward financials; M6 chip launch expected.

Full world state #12274