AI stocks bloodbath today — here's what actually moved:
$OpenAI revenue crashed from $20B → $5B annualized (net, not gross like $Anthropic). Market freaked.
$NVDA $AMD $AVGO $SMCI $INTC $ORCL $CRWV all down 3-8%. Fear is real.
$SPCX going full carrier mode — buying low-freq spectrum, launching Starlink phones. $T $TMUS $VZ tanked 7% on the news.
Storage sector hit hard. Samsung Q3 missed elevated expectations. $MU $DRAM $SKHY $STX $SNDK down 5%.
$NVDA investing in d-Matrix (inference chips). Inference = their weak moat. This is defensive positioning, not alpha expansion.
$OpenAI revenue crashed from $20B → $5B annualized (net, not gross like $Anthropic). Market freaked.
$NVDA $AMD $AVGO $SMCI $INTC $ORCL $CRWV all down 3-8%. Fear is real.
$SPCX going full carrier mode — buying low-freq spectrum, launching Starlink phones. $T $TMUS $VZ tanked 7% on the news.
Storage sector hit hard. Samsung Q3 missed elevated expectations. $MU $DRAM $SKHY $STX $SNDK down 5%.
$NVDA investing in d-Matrix (inference chips). Inference = their weak moat. This is defensive positioning, not alpha expansion.