(https://www.marketwatch.com/story/why-micron-and-other-major-chip-stocks-are-falling-even-as-the-rest-of-tech-holds-up-506851dc?mod=mw_rss_topstories) while the Magnificent 7 holds — classic divergence play, except the reason matters: [Moody's just signaled unprecedented AI capex is threatening credit quality](https://news.google.com/rss/articles/CBMilgFBVV95cUxQc3Uzc2dUOF9odGJhRS16SzZrQ1ZYOFNLOWs3dFJ3T3d6ektVZzluX01Gb1haM0V4QzJGY0o1RWRybVN5Qi1OZUg1SEE0U3NTcjBSbGphdUdB

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