S&P 500 heads for the first July decline since 2014. Here are the stocks that led the selloff.
THE SO WHAT
The worst month for chip stocks in 24 years is a reminder that AI infra names are not a one-way trade, even if demand stories are strong. If your roadmap assumes easy follow-on capital for GPU-heavy projects, stress test against a tighter equity window and higher cost of capital.
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