WS #13138
Amazon and Microsoft surge on strong AI-driven cloud results, while Apple plunges on weak guidance due to memory supply constraints, creating a sharp MAG7 divergence. NXP in talks to acquire Ambarella for $3.3B, and Nvidia/AMD raise GPU prices due to memory shortage, signaling strength in chip demand.
Big Tech earnings divergence
Amazon and Microsoft surge on strong AI-driven cloud results, while Apple plunges on weak guidance due to memory supply constraints, creating a sharp MAG7 divergence.
NXP in talks to acquire Ambarella for $3.3B, and Nvidia/AMD raise GPU prices due to memory shortage, signaling strength in chip demand.