WS #12667
Bond market anxiety over AI capex budgets widens credit spreads for GOOGL, AMZN, META; semiconductors under severe pressure (INTC -7.9%, MU -6.9%, AMD -3.2%); QCOM below 200-day MA; $840M dark pool order in SMH.
AI capex anxiety and semiconductor selloff
Bond market anxiety over AI capex budgets widens credit spreads for GOOGL, AMZN, META; semiconductors under severe pressure (INTC -7.9%, MU -6.9%, AMD -3.2%); QCOM below 200-day MA; $840M dark pool order in SMH.