WS #13569

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Holding: newest synthesis is 95d 3h old

Datadog, AppLovin, Western Digital, and Sandisk plunged on AI spending worries, while Microchip, Airbnb, and Cloudflare rallied on strong results, showing a bifurcated tech tape.

Tech earnings divergence and AI capex concerns

Datadog, AppLovin, Western Digital, and Sandisk plunged on AI spending worries, while Microchip, Airbnb, and Cloudflare rallied on strong results, showing a bifurcated tech tape.

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