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Tech, Chips, and the AI Frontier — July 16, 2026
SOXL cratered nearly 11% in a single session as a violent semiconductor selloff swept through chip stocks globally, overwhelming even positive ASML earnings signals. • A $3.2 trillion intra-market rotation out of semiconductors and into Magnificent 7 names left the S&P 500 flat, revealing a sharp bifurcation between AI hardware and software plays. • Nvidia launched Cosmos 3 Edge in Japan, doubling down on physical AI and robotics — a signal it wants to own the full physical AI stack, not just chips. • Apple won regulatory clearance to bring Apple Intelligence to China via Alibaba's Qwen and…
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