WS #13124
Microsoft and Amazon surge on strong AI/cloud results while Meta and Apple slump on weak guidance, splitting the AI trade. US bans Chinese humanoid robots, China threatens retaliation; Alibaba provides 20,000 Nvidia chips to Moonshot, raising export control concerns.
Mega-cap AI earnings bifurcation
Microsoft and Amazon surge on strong AI/cloud results while Meta and Apple slump on weak guidance, splitting the AI trade.
US bans Chinese humanoid robots, China threatens retaliation; Alibaba provides 20,000 Nvidia chips to Moonshot, raising export control concerns.