Last week's selloff split the AI trade. On the Nasdaq 100's

Real Vision2026/11/09 20:05:11

Last week's selloff split the AI trade. On the Nasdaq 100's worst day since March 2020, Amazon fell 2.19%. AMD fell 17.3% and Micron fell 17.5%. The companies buying chips held up. The companies selling them were crushed. Next up: CoreWeave on Tuesday, then Nebius and Applied Materials on Thursday. All three have lost a third or more in a month.

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