00:00MetaMu's disruption is splitting the market today.
00:03Credo Technology Group is up 7.60%, Twilio is down 7.96%.
00:10Here's what's driving it.
00:12Credo Technology climbed 7.60% today.
00:17No confirmed company-specific catalyst explained the full move.
00:22Although Seeking Alpha discussed the company's position in AI-driven data center expansion
00:27and its Dust Photonics acquisition,
00:31the stock's gains stood out even within a positive technology session.
00:36Twilio dropped 7.96% after HSBC downgraded the stock from hold to reduce, according to Fintel.
00:45That decline continued the MetaMu's disruption theme.
00:49Yahoo reported that HSBC believed investors had overestimated Twilio's early gains from Meta's Muse.
00:57The move ran directly against the broader technology sector's advance.
01:03The full recap compares this move with the rest of technology.
01:07Tap the related video.
01:08Thank you to our majority of the assets in DC video.
