WS #13526

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Holding: newest synthesis is 95d 20h old

Applovin, HubSpot, and Datadog all fell sharply on earnings misses or weak guidance, pressuring high-multiple software and AI-adtech names. Zayo-NVIDIA fiber build, Alphabet's $25B bond sale, and Microsoft's India cloud region highlight continued AI capex expansion.

AI adtech and software earnings misses

Applovin, HubSpot, and Datadog all fell sharply on earnings misses or weak guidance, pressuring high-multiple software and AI-adtech names.

Zayo-NVIDIA fiber build, Alphabet's $25B bond sale, and Microsoft's India cloud region highlight continued AI capex expansion.

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AI adtech and software earnings misses — World state #13526 · River