WS #13231
Holding: newest synthesis is 102d 7h old
Cloud giants (AMZN, MSFT, GOOGL) added $1.5T in market cap on strong cloud growth, but Apple lost $400B on weak guidance and AI capex concerns persist.
AI trade divergence
Cloud giants (AMZN, MSFT, GOOGL) added $1.5T in market cap on strong cloud growth, but Apple lost $400B on weak guidance and AI capex concerns persist.