“Well, what's happened this year is the hyperscalers, the…” — Bloomberg Surveillance at 22:26
“Well, what's happened this year is the hyperscalers, the Mag7, which had a great year last year, had a horrible six-month period and actually were down 3% to 7%. Companies like Microsoft and Google and Amazon and Meta. The flip side is semiconductor companies basically melted up. It was actually the best quarter for…”
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