WS #12648

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Intel revenue up 25% to $16.1B; Tesla stock plunges 14.5% after earnings miss; Alphabet cloud revenue jumps 82% but capex concerns weigh. Amkor announces $1.5B Nvidia partnership; BlackRock launches $12.3B bond sale for Meta data center; Berkshire closes $6.8B Taylor Morrison deal. Aggressive put flow on TSLA ($2.1B) and META ($42M long-dated put sweep); call flow on AMD ($295M) and GS ($43M).

Tech Earnings and AI Spending

Intel revenue up 25% to $16.1B; Tesla stock plunges 14.5% after earnings miss; Alphabet cloud revenue jumps 82% but capex concerns weigh.

Amkor announces $1.5B Nvidia partnership; BlackRock launches $12.3B bond sale for Meta data center; Berkshire closes $6.8B Taylor Morrison deal.

Aggressive put flow on TSLA ($2.1B) and META ($42M long-dated put sweep); call flow on AMD ($295M) and GS ($43M).

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