WS #13103
Holding: newest synthesis is 41d 6h old
Microsoft's record $450B market cap gain and Amazon's AWS beat confirm AI demand, while Apple's supply-constrained guidance triggers a ~6% after-hours drop, creating a MAG7 divergence.
Tech earnings supercycle: MSFT/AMZN beat, AAPL guidance miss
Microsoft's record $450B market cap gain and Amazon's AWS beat confirm AI demand, while Apple's supply-constrained guidance triggers a ~6% after-hours drop, creating a MAG7 divergence.