WS #13165
Holding: newest synthesis is 103d 18h old
Amazon +15.3% on AWS strength, Microsoft +3% on Azure, Apple -7.35% on guidance; AI capex fears assuaged, countering tech selloff narrative. Intel jumps 11.3% on strong data center/AI results; semiconductor ETFs see inflows, indicating chip sector strength.
MAG7 earnings divergence: AMZN/MSFT surge, AAPL drops
Amazon +15.3% on AWS strength, Microsoft +3% on Azure, Apple -7.35% on guidance; AI capex fears assuaged, countering tech selloff narrative.
Intel jumps 11.3% on strong data center/AI results; semiconductor ETFs see inflows, indicating chip sector strength.