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Semis Slide, Oil Eases, and Big Tech Faces Its Biggest AI Test Yet

NowPress play to follow along0:00 / 2:26
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ticker lesson

Breakdown

0:00semis· ticker

Semis — policy shock, AI dominance

  • Chip selloff = policy shock competition
  • DUV = key chip process part
  • MSEI Asia Pacific -3.6%
  • Cosby -11%
  • SK Highix -13%
  • Samsung -13%
1:43WTI· ticker

Oil = macro boost, Hormuz needs plan

  • WTI -11% weekly
  • Trump: diplomatic talks ongoing
  • Iran: no formal negotiations
  • Strikes paused, shipping restarts
  • Omani officials optimistic
1:44earnings· ticker

Earnings mixed, AI payback unclear

  • UPS/PayPal/Coca-Cola = good reads
  • AI hardware = broad sell-off
  • ASML/Nvidia/Qualcomm under pressure
  • China warns of AI sanctions
  • Microsoft/Meta/Apple/Amazon = key reports

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