WS #13528
Holding: newest synthesis is 95d 19h old
Western Digital, SanDisk, and Datadog all fell despite beats, dragging chip and software stocks lower, while Alphabet's $25B bond offering and negative FCF raise AI debt concerns.
Tech earnings selloff and AI capex concerns
Western Digital, SanDisk, and Datadog all fell despite beats, dragging chip and software stocks lower, while Alphabet's $25B bond offering and negative FCF raise AI debt concerns.