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Tech’s downturn and two half hitches

Apple insider trading, Amazon qualifies for Champions League, Hong Kong gets Soul

So farewell then H1 2022. Tech investors may look back in angst at their losses in the first half of the year.

It was the worst in the US for S&P 500 companies in more than 50 years, with a fall of 20.6 per cent in the index. The tech-heavy Nasdaq outdid it, however — down almost 30 per cent from the start of the year. Rob Armstrong’s Unhedged newsletter takes a look at the depressing half-time numbers.

The half ended with Micron Technology’s earnings. The memory chipmaker has already put a damper on the second half — guidance for its August quarter was well below Wall Street expectations. It predicted $7.2bn in revenues, down 17 per cent quarter-on-quarter and compared to an analyst consensus of $9.3bn. Micron blamed weakening smartphone and PC sales, demand and supply issues in China, and elevated inventory levels among its cloud computing customers.

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