WS #12666
Holding: newest synthesis is 53d 15h old
Bond market anxiety over AI capex budgets widens credit spreads for Google, Amazon, Meta; semiconductors under severe pressure with INTC -7.9%, MU -6.9%, AMD -3.2%; QCOM below 200-day MA; dark pool $840M SMH order.
Semiconductor Selloff and AI Capex Anxiety
Bond market anxiety over AI capex budgets widens credit spreads for Google, Amazon, Meta; semiconductors under severe pressure with INTC -7.9%, MU -6.9%, AMD -3.2%; QCOM below 200-day MA; dark pool $840M SMH order.