Editorial companion

What stands out

The clip shows a concentrated, headline-driven selloff in the largest tech names after investors re-priced the earnings upside from AI and flagged rising capital expenditure and cash-flow worries. The visual drama is Intel’s 24 percent drop, which dominated the week and forced the market to re-evaluate chip supply expectations, while Alphabet and Amazon also slid on renewed concerns about how quickly AI projects will translate into durable profit growth. The anchor frames the move as a broad re-assessment, not a single bad quarter.