US Market – SPX tumbles 2.59% as semiconductor rout wipes out AI gains

TigerObserver
00:20

The $S&P 500(.SPX)$ plunged 2.59% and closed at 7,383.74, as a brutal selloff across the semiconductor complex erased the prior week's AI-driven gains. The index broke below the 7,400 level as investors rotated out of high-beta tech and into defensive healthcare.

Industry leaders: Housewares & Specialties (+9.05%), Agricultural & Farm Machinery (+6.68%), Hotel & Resort REITs (+6.24%), Managed Health Care (+5.77%), and Security & Alarm Services (+4.51%).

10 Popular Stocks:

  • $Micron Technology(MU)$ -13.25% — The memory-chip leader collapsed on valuation concerns and supply-demand fears. Yahoo Finance data shows the stock closed at $864.01 on 5 June, with analysts' average 12-month target at $739.47, implying a predicted downside of 25.70%. The selloff was amplified by a downgrade to Sell amid concerns over shifting AI memory pricing power and stretched technicals.

  • $Advanced Micro Devices(AMD)$ -10.86% — The chip designer tumbled alongside the broader semiconductor sector, closing at $466.38 on 5 June. Despite the drop, Barclays maintained an Overweight rating on 1 June and raised its price target from $500 to $665, citing AI accelerator market-share optimism.

  • $Broadcom(AVGO)$ -7.92% — The custom-AI-chip giant slid to $385.73 on 5 June. UBS maintained a Buy rating on 4 June but trimmed its target from $490 to $485. The decline also reflected concerns over the stock's high valuation at around 80x trailing earnings and risks around a rumored $18 billion OpenAI-related deal.

  • $Taiwan Semiconductor Manufacturing(TSM)$ -6.69% — The world's largest foundry dropped to $415.17 on 5 June, tracking the front-end semiconductor capex rotation. Barclays had raised its target from $450 to $470 on 22 April, maintaining an Overweight stance.

  • $NVIDIA(NVDA)$ -6.20% — The AI chip leader fell to $205.10 on 5 June as profit-taking intensified across the data-center complex.

  • $Meta Platforms, Inc.(META)$ -5.51% — The social-media giant declined on ad-spending slowdown concerns and rotation out of mega-cap tech.

  • $Tesla Motors(TSLA)$ -6.56% — The EV maker slid on delivery-margin concerns and broader EV sector weakness.

  • $Johnson & Johnson(JNJ)$ +2.02% — The healthcare bellwether advanced to $232.77 on 5 June, benefiting from defensive rotation. Leerink Partners upgraded the stock to Outperform on 13 May with a $265 target price.

  • $Berkshire Hathaway(BRK.A)$ +2.11% — The conglomerate gained on flight-to-safety flows as investors sought refuge from tech volatility.

Performance is subjected to market volatility

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