US equities opened lower: Dow +0.2%, S&P 500 -0.8%, Nasdaq -1.4%. NVIDIA
(NVDA.O) plunged 13% after the company announced Jensen Huang will step down.
Semiconductors weighed on the market: Intel (INTC.O) -4%, TSMC (TSM.N) -3.4%.
Newly public cloud names mostly weaker: Nebius (NBIS.O) down 21% post-earnings,
CoreWeave (CRWV.O) down 16%.