WS #13528

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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.

Full world state #13528

Tech earnings selloff and AI capex concerns — World state #13528 · River