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What stands out

The Schwab segment lays out two pressure points: a renewed sell-off in AI and memory names, with Micron singled out as trading more than 30% below its all-time high, and a post-earnings hit to Netflix shares. Memory cycles amplify sentiment, small shifts in demand become large swings in profit, while streaming names can rerate quickly on a single quarterly miss (Netflix's move is a case in point). Add growing SpaceX short interest and Middle East energy risk, and you have a volatility cocktail that can move indexes this week.