Investors taking profits in AI memory names like SK Hynix (SKHY) and Samsung overseas is something Tom White sees hitting U.S. stocks. TSMC's (TSM) earnings added volatility to the tech trade even after it beat and announced an additional $100 billion investment into the U.S. Tom turns to the healthcare sector by talking about UnitedHealth's (UNH) earnings and how it shows the company "correcting the pains" it brought to investors in 2025. GE Aerospace (GE) and United Airlines (UAL) shares also traded lower despite a strong report.