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Mill Street Research
millstreetresearch.com
did:plc:dmgmqejn7wvrxhe3dzjik7sp
Notable to see Semis in the red after opening higher and a big drop on Friday. Hearing it may be due to worries over the mid-terms (more regulation of AI and data centers), though it is part of an ongoing pattern of relative weakness despite the super strong reported earnings growth.
2026-11-02T18:10:56.079Z