WS #13130
Amazon shares surged ~15% on record cloud growth and AI demand exceeding supply through 2027, with a $197.85M dark pool order, marking its best daily gain since 2012. Apple fell ~9-10% after Tim Cook warned of memory chip 'hundred-year flood' and guided Q4 revenue below consensus, with Wells Fargo raising PT to $350 but market focused on margin squeeze. Aschenbrenner's $45B AI hedge fund collapsed to ~$10B on margin calls, forcing liquidation of SK Hynix and CoreWeave to Citadel, highlighting leverage fragility in AI complex.
Amazon AI-driven surge
Amazon shares surged ~15% on record cloud growth and AI demand exceeding supply through 2027, with a $197.85M dark pool order, marking its best daily gain since 2012.
Apple fell ~9-10% after Tim Cook warned of memory chip 'hundred-year flood' and guided Q4 revenue below consensus, with Wells Fargo raising PT to $350 but market focused on margin squeeze.
Aschenbrenner's $45B AI hedge fund collapsed to ~$10B on margin calls, forcing liquidation of SK Hynix and CoreWeave to Citadel, highlighting leverage fragility in AI complex.