In short: Missed earnings with weak forward guidance — shares −17%, the biggest intraday decline since July 2025 and one of the reasons for last week's selloff. "Luckily, we didn't have any shares here." The analog/auto end-market laggard inside an otherwise-strong semi tape.
The European chipmaker fell 17% — its worst day in a year — after missing earnings and guiding lower, and it was one of the reasons the whole market wobbled last week. STMicro serves cars and industrial equipment rather than AI data centres, which is exactly the split running through the semiconductor world right now: anything feeding the AI build-out is sold out, anything feeding factories and cars is struggling. Singh's only comment on it: "luckily, we didn't have any shares here."
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