WS #13131
Amazon's record cloud growth drives +15% surge while Apple's supply-constrained guidance triggers -9% drop, widening the divergence in AI monetization. Aschenbrenner's $45B AI fund collapses to $10B on margin calls, forcing liquidation of SK Hynix and CoreWeave to Citadel, highlighting AI trade fragility.
Mega-cap tech earnings bifurcation
Amazon's record cloud growth drives +15% surge while Apple's supply-constrained guidance triggers -9% drop, widening the divergence in AI monetization.
Aschenbrenner's $45B AI fund collapses to $10B on margin calls, forcing liquidation of SK Hynix and CoreWeave to Citadel, highlighting AI trade fragility.