WS #13145
Amazon rallies ~15% on AWS 37% growth and $220B capex raise, while Apple falls ~10% on memory shortage and weak guidance, shifting market cap leadership back to Nvidia. Memory makers flush with $90B cash flow on AI demand, but Apple warns of 'hundred-year flood' memory shortage constraining supply, benefiting memory names like Micron and SK Hynix.
Big Tech earnings divergence: Amazon surge vs Apple plunge
Amazon rallies ~15% on AWS 37% growth and $220B capex raise, while Apple falls ~10% on memory shortage and weak guidance, shifting market cap leadership back to Nvidia.
Memory makers flush with $90B cash flow on AI demand, but Apple warns of 'hundred-year flood' memory shortage constraining supply, benefiting memory names like Micron and SK Hynix.