WS #13543

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Holding: newest synthesis is 95d 13h old

Honeywell Aerospace, AppLovin, Datadog plunge on guidance; Axon and SpaceX rebound on strong results; AI capex concerns weigh on sector. Fed Chair Warsh reportedly prepared to support September rate hike; Cook ready to act if inflation persists; futures show 54% chance of hike.

Tech earnings divergence

Honeywell Aerospace, AppLovin, Datadog plunge on guidance; Axon and SpaceX rebound on strong results; AI capex concerns weigh on sector.

Fed Chair Warsh reportedly prepared to support September rate hike; Cook ready to act if inflation persists; futures show 54% chance of hike.

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