Are we seeing the final dip before year-end gains kick in? The tech sector is losing steam right now. Leadership in artificial intelligence is fragmenting—recent selloffs in semiconductor and software plays like Avago and Oracle signal shifting investor sentiment. Meanwhile, mega-cap growth names including Apple, Amazon, Microsoft, and Meta are being dumped by traders hunting for liquidity. The broad indices are holding, but the concentration in these heavyweights masks underlying weakness across the technology complex. It's a classic pattern: when the biggest names start getting liquidated, you need to ask whether this is capitulation or just profit-taking before a stronger close to the year.
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Are we seeing the final dip before year-end gains kick in? The tech sector is losing steam right now. Leadership in artificial intelligence is fragmenting—recent selloffs in semiconductor and software plays like Avago and Oracle signal shifting investor sentiment. Meanwhile, mega-cap growth names including Apple, Amazon, Microsoft, and Meta are being dumped by traders hunting for liquidity. The broad indices are holding, but the concentration in these heavyweights masks underlying weakness across the technology complex. It's a classic pattern: when the biggest names start getting liquidated, you need to ask whether this is capitulation or just profit-taking before a stronger close to the year.