$TER

Multiple large-cap stocks including Roblox, Spotify, and Robinhood tumbled last week on earnings misses and weak guidance, with Rambus down 28% leading a broad tech sector selloff.

Teradyne stock surged 15% as AI revenue hits 70% of sales with 87% year-over-year growth, despite softer second-quarter guidance attributed to order timing.

Dow Jones surges 1.5% led by industrial stocks amid data-center demand, while mega-cap tech struggles with AI capital spending worries.

Teradyne stock tumbled 19.4% after Q1 earnings beat, citing margin pressure and softer guidance despite 87% revenue growth and 241% EPS surge.

Oil surges 5-6% on Iran tensions; Treasury yields top 4.4%. Fed holds rates at 3.75% as tech stocks fall 1-2% on OpenAI revenue miss.

Michael Burry shorts semiconductor stocks via puts on $SOXX, betting against the sector's 43% overbought rally as historic winning streak ends.

ARKQ's 17.53% average annual returns could theoretically build $1M in 22 years, but concentration risk and sustained outperformance challenges temper this promise.

ARK Invest argues modern defense should prioritize space, semiconductors, drones, and AI over traditional contractors, repositioning defense sector investing around technology rather than capex-heavy platforms.