WS #17052
Following a $1 trillion market cap wipeout in AI equities, early signs of stabilization are appearing. AMD reported better-than-expected Q4 guidance, and a $167 million dark-pool block trade in TSMC at $371.74 indicates large institutional buying. However, the sector remains under pressure from valuation concerns and the resignation of a senior DOJ official, keeping volatility elevated for semiconductors and cloud infrastructure.
AI Selloff and Semiconductor Stabilization
Following a $1 trillion market cap wipeout in AI equities, early signs of stabilization are appearing. AMD reported better-than-expected Q4 guidance, and a $167 million dark-pool block trade in TSMC at $371.74 indicates large institutional buying. However, the sector remains under pressure from valuation concerns and the resignation of a senior DOJ official, keeping volatility elevated for semiconductors and cloud infrastructure.