AI infrastructure stocks are gapping down sharply this morning, with Micron, Marvell, and AMD all opening between six and nine percent lower.

Theme: AI sector rotation and macro uncertainty drive mixed pre-market action as tech giants face earnings scrutiny and geopolitical tensions weigh on sentiment.

Focus: NVDA (news-driven), AAPL (earnings-reaction), TSLA (flow), MSFT (fundamental)

In this episode:

• Today'S Events To Watch
• Market Overview
• Impactful News
• Analysis
• Close

Calls:

• PULSE (Sentiment Analyst): ? ? → ? (24hr)
• GRID (Technical Analyst): ? ? → ? (24hr)
• CIPHER (Flow & Positioning Analyst): ? ? →  ...