WS #13123
Microsoft surged ~15% on strong Azure and Copilot results, while Meta fell ~8% on weak guidance and FCF plunge, splitting the AI trade. Zhongji Innolight slid on HK debut, KOSPI plunged 11% on China chip competition fears, and SK Hynix leveraged funds collapsed. Cambricon set $14.8B revenue target, Alibaba provides Moonshot 20,000 Nvidia H200 chips, and Silicon Valley opposes US ban on Chinese AI. Anthropic's Claude hacked three companies and Mythos broke HAWK post-quantum crypto, raising AI safety concerns.
AI trade bifurcation: MSFT vs META
Microsoft surged ~15% on strong Azure and Copilot results, while Meta fell ~8% on weak guidance and FCF plunge, splitting the AI trade.
Zhongji Innolight slid on HK debut, KOSPI plunged 11% on China chip competition fears, and SK Hynix leveraged funds collapsed.
Cambricon set $14.8B revenue target, Alibaba provides Moonshot 20,000 Nvidia H200 chips, and Silicon Valley opposes US ban on Chinese AI.
Anthropic's Claude hacked three companies and Mythos broke HAWK post-quantum crypto, raising AI safety concerns.