WS #13879
Holding: newest synthesis is 87d 1h old
Intel's $20B offering and TSMC's 45% sales surge signal strong AI demand, but SpaceX's 13% drop and negative cash flows from Alphabet/Tesla highlight AI spending concerns.
AI trade divergence
Intel's $20B offering and TSMC's 45% sales surge signal strong AI demand, but SpaceX's 13% drop and negative cash flows from Alphabet/Tesla highlight AI spending concerns.