AMAT and Micron still winning in AI trade despite QQQ and sector weakness
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In a choppy market where the AI trade has broadly struggled, one voice cutting through the noise put it simply: “Certain stocks have done well in the AI trade like AMAT, like Micron.” That’s not a hot take. It’s backed by the numbers. While SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is essentially flat year-to-date, down ... AMAT and Micron still winning in AI trade despite QQQ and sector weakness
📄 Summary
In a choppy market where the AI trade has broadly struggled, one voice cutting through the noise put it simply: “Certain stocks have done well in the AI trade like AMAT, like Micron.” That’s not a hot take. It’s backed by the numbers. While SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is essentially flat year-to-date, down ... AMAT and Micron still winning in AI trade despite QQQ and sector weakness