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● No company-specific announcement, filing or analyst action on Samsara was reported on Friday.
● All 30 PHLX Semiconductor Index members fell, and the index closed at 11,137.29.
● In a 45-stock software basket, 41 names fell, erasing roughly $130 billion in value.
● A 45-stock software basket saw 41 names fall, erasing roughly $130 billion in value.
● No company-specific news was cited; worries over AI financing drove the rotation.
● Agentic automation, using AI agents for judgment-based tasks, is UiPath's newer push.
● BofA Securities had initiated coverage a week earlier with a Buy rating and $100 target.
● Forty-one of 45 stocks in a software basket fell, erasing roughly $130 billion.
● No specific catalyst was cited for the move in Rigetti shares.
● MSCI made companies that mainly hold investments ineligible for its Global Investable Market Indexes.
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