The AI trade just took its biggest hit yet. Here's how the damage breaks down:

1. Intel — -43.4%

2. CoreWeave — -37.7%

3. Nebius — -36.7%

4. SanDisk — -33.4%

5. Seagate — -30.0%

6. Marvell — -25.8%

7. Dell — -22.3%

8. SK Hynix — -19.8%

9. Western Digital — -19.2%

10. Google — -18.7%

11. Micron — -17.8%

12. AMD — -17.2%

13. Meta — -15.8%

14. TSMC — -11.0%

15. NVIDIA — -10.7%

16. SpaceX — -9.4%

17. Broadcom — -8.6%

18. Oracle — -4.3%

Even the giants bled. NVIDIA down double digits. TSMC, Meta, and Google all in the red. Storage and chip names hit hardest — Intel, Seagate, and SanDisk leading the selloff.

The question now: is this a healthy reset after a massive run, or the start of something bigger? 👀

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