WS #13140
Amazon's blowout Q2 (AWS +37%, capex raised to $220B) validates AI spending, while Apple's weak guidance on supply constraints triggers a ~10% selloff, creating a stark divergence driving index moves.
Mega-cap tech earnings divergence
Amazon's blowout Q2 (AWS +37%, capex raised to $220B) validates AI spending, while Apple's weak guidance on supply constraints triggers a ~10% selloff, creating a stark divergence driving index moves.