JUST IN: Strong fundamentals seem to ignite selling in tech as AI capex timelines are reassessed; TSMC’s elevated capex guidance didn’t lift peers, with major US tech names trading lower this morning. $TSM $NVDA $META $AMZN $GOOGL

TSM-2.32%
NVDA-2.36%
META-2.46%
AMZN-1.96%
GOOGL-4.49%
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