“AI Stocks Crashing After Warning Signs Emerge: What Does It Mean for Nvidia, Micron, and SpaceX?”
Downgraded CRWV to Hold due to potential slowdown in computing demand affecting future contract renewals.
Companies like Marll, SK Highex, Micron, and Super Micro Computer each down 6% while Core Weave, SanDisk, Intel, and AMD were all down by more than 4%.