WS #13497
Holding: newest synthesis is 96d 17h old
AI/software names with high expectations (APP, DUOL, FIG, AXON) sold off on soft guidance despite growth, while names with clear beats (XYZ, ELF, CACI, RDW) rallied. Fed Governor Cook reiterates readiness to raise rates if inflation doesn't slow, reinforcing hawkish tilt.
Earnings bifurcation: AI/software selloff vs. fundamental beats
AI/software names with high expectations (APP, DUOL, FIG, AXON) sold off on soft guidance despite growth, while names with clear beats (XYZ, ELF, CACI, RDW) rallied.
Fed Governor Cook reiterates readiness to raise rates if inflation doesn't slow, reinforcing hawkish tilt.