WS #12310

From 499 msgs · 5 key-dev

Chip stocks entered bear market; Nasdaq fell for the week. TSMC posted 77% profit jump and added $100B to Arizona plants. Rotation into MSFT, META as safer AI bets.

Semiconductor Selloff and AI Rotation

Chip stocks entered bear market; Nasdaq fell for the week. TSMC posted 77% profit jump and added $100B to Arizona plants. Rotation into MSFT, META as safer AI bets.

Full world state #12310 →

Semiconductor Selloff and AI Rotation — World state #12310 · River