WS #13419
Holding: newest synthesis is 98d 8h old
Broad earnings beats across travel, tech, and consumer names (Booking, Pinterest, Arista, AMD, Mattel) but with mixed guidance reactions. AMD and SpaceX both beat earnings but fell on AI capex concerns, signaling investor scrutiny of AI spending intensity.
Earnings season breadth
Broad earnings beats across travel, tech, and consumer names (Booking, Pinterest, Arista, AMD, Mattel) but with mixed guidance reactions.
AMD and SpaceX both beat earnings but fell on AI capex concerns, signaling investor scrutiny of AI spending intensity.