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What stands out

Semiconductor stocks slid after a report that Anthropic has begun early-stage work on its own AI chip and held talks with Samsung about manufacturing, a development that sent memory and storage names reeling. Tesla also plunged after a second-quarter delivery beat that apparently underwhelmed investors, while medical names rallied and Moderna led the S&P 500 gains as cash rotated into defensive sectors. The clip is a quick lesson in how an AI supply-chain rumor and a single delivery print can shift where traders park risk on the margin.