ZScaler's (ZS) hit to top line growth has investors concerned, says Kevin Green, attributing the stock's 30% sell-off to much of tech's weakness Wednesday. That said, AI memory stocks like Micron (MU) are adding strength where cybersecurity showed frailty. KG talks more about Wednesday's dynamic between hardware and software stocks. He then analyzes the latest macroeconomic data in Richmond Fed and MBA mortgage applications.

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