Chip Stocks Down on Momentum and Not CPI, Bokeh's Forrest Says
I was talking with the equities desk this morning at Bloomberg News about a lot of these names that are really lower today, taking a pause, Intel, Micron, Intel in particular. They were kind of primed for a bit of a pullback. Right.Is that it. Is that just timing in the moment, or is it the CPI print we got this morning. I think the CPI print is completely disregarded by the chip nation and AI because they don't care.They just simply don't care what cost things are. Or, I guess, overall, they don't care. Go ...