WS #13121

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Amazon's Q2 revenue of $200.6B, AWS +37%, and capex raise to $220B drive Nasdaq futures +1.15% and lift semiconductor complex (MRVL +5%, AMD +4% premarket). Apple slides ~8% premarket on weak guidance, memory-cost inflation, and supply constraints; GF Securities downgrades and Jefferies cuts price target.

Amazon Q2 blowout drives AI rally

Amazon's Q2 revenue of $200.6B, AWS +37%, and capex raise to $220B drive Nasdaq futures +1.15% and lift semiconductor complex (MRVL +5%, AMD +4% premarket).

Apple slides ~8% premarket on weak guidance, memory-cost inflation, and supply constraints; GF Securities downgrades and Jefferies cuts price target.

Full world state #13121