WS #13139
Amazon's blowout Q2 (AWS +37%, capex raised to $220B) drives a ~13-15% surge, while Apple's weak guidance triggers a ~10% plunge, creating a sharp divergence in mega-cap tech. NXP (NXPI) in talks to acquire Ambarella (AMBA) for ~$3.3B, boosting AMBA ~19% and pressuring NXPI ~3.8%.
Mega-cap tech earnings divergence (AMZN vs AAPL)
Amazon's blowout Q2 (AWS +37%, capex raised to $220B) drives a ~13-15% surge, while Apple's weak guidance triggers a ~10% plunge, creating a sharp divergence in mega-cap tech.
NXP (NXPI) in talks to acquire Ambarella (AMBA) for ~$3.3B, boosting AMBA ~19% and pressuring NXPI ~3.8%.