WS #13106

From 384 msgs · 5 key-dev
Holding: newest synthesis is 41d 4h old

Microsoft and Amazon earnings beat, driving global semiconductor rally and validating AI capex. Apple's record revenue but weak guidance on component shortages, causing ~6% after-hours drop.

AI/tech earnings rebound

Microsoft and Amazon earnings beat, driving global semiconductor rally and validating AI capex.

Apple's record revenue but weak guidance on component shortages, causing ~6% after-hours drop.

Full world state #13106 →