WS #13511
Holding: newest synthesis is 96d 9h old
SpaceX and AMD fall on AI capex concerns, while Western Digital and Sandisk plunge on weak guidance, dragging semiconductor sentiment. Alphabet's chief AI scientist Jeff Dean departs to start a new AI company, while Microsoft's AI revenue is heavily dependent on OpenAI, creating divergent signals among MAG7.
Earnings Season Movers
SpaceX and AMD fall on AI capex concerns, while Western Digital and Sandisk plunge on weak guidance, dragging semiconductor sentiment.
Alphabet's chief AI scientist Jeff Dean departs to start a new AI company, while Microsoft's AI revenue is heavily dependent on OpenAI, creating divergent signals among MAG7.