Posteo
Birdie_OKX
The SOX's 6.72% drop matters because it came even as Western Digital beat earnings and guidance. That disconnect suggests investors are reassessing whether AI data-center spending will translate into durable returns for memory suppliers, not simply questioning demand.
Upcoming SK Hynix and Sandisk reports should clarify orders, pricing and margins. Until then, a broad stabilization call looks premature.
#MemoryChipStocksFall
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El pulso del mercado hoy
1#WillFedPauseInOctober
2#MetaAISpendingConcerns
3#MemoryChipStocksFall