Tech's Magnificent Seven Mauled as US-China Chip War Explodes! Meta & Netflix Stock Split Rumors Swirl

This is you Tech Industry Daily: Breaking News & Analysis podcast.

Tech stocks kicked off September under significant pressure as major policy shifts and market anxieties converged. According to Bloomberg Technology, the United States made a surprise move to revoke the authorization for Taiwanese Semiconductor Manufacturing Company, the world's leading advanced chip manufacturer, to ship essential equipment to its Chinese facilities. This escalation in US-China tech rivalry sent shockwaves through the entire sector, dragging the so-called Magnificent Seven—Apple, Amazon, Google (now Alphabet), Meta, Microsoft, Nvidia, and Tesla—into the red, with Nvidia posting a fourth straight day of declines. Analysts point to mounting concerns over the sector's concentration risk, particularly around artificial intelligence leaders like Nvidia, which had powered much of the 2025 tech rally. Market participants are now bracing for what is historically the most volatile trading month, with technical indicators suggesting more turbulence ahead.

Meanwhile, two of the biggest FAANG companies, Meta and Netflix, are catching investor attention for possible dramatic corporate moves. Nasdaq reports that with Meta’s stock surging above six hundred dollars and its formidable cash position, the company is rumored to be considering its first-ever stock split, a move that would boost liquidity for both retail and institutional investors. Netflix, now worth more than eight hundred dollars a share, is also viewed as a potential candidate for a historic stock split, underscoring investor demand for streaming giants even as new competition emerges.

On the innovation front, premarket gains in cybersecurity standout Zscaler signal investor appetite for companies providing digital resilience as cyberthreats proliferate. CNBC highlights that Zscaler’s revenue guidance topped expectations, reflecting surging demand from enterprises investing in their cloud infrastructure and security. In another key deal, software startup Stat Cig was acquired for 1.1 billion dollars, signaling continued momentum in venture capital and acquisitions despite a tightening macro environment.

For tech investors and operators, today’s landscape demands agility. Watching regulatory developments, especially US-China tech policy, is crucial, as such moves can rapidly alter supply chains and competitive dynamics. For those watching the Magnificent Seven, diversification and disciplined risk management are essential amid elevated volatility.

Expert predictions suggest that even with short-term headwinds, foundational trends like artificial intelligence, streaming media, and cybersecurity will keep powering the industry. However, listeners should be prepared for a market in which winners and losers may diverge sharply based on innovation execution, regulatory risks, and systemic shocks.

Thanks for tuning in to Tech Industry Daily on this pivotal September day. Come back next week for more breaking news and expert analysis. This has been a Quiet Please production. For more, check out Quiet Please Dot A I.


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