WS #13154
Amazon's record 15% surge on Q2 beat contrasts with Apple's 10% plunge on weak guidance, driving a bifurcated tech trade. Eaton and nVent beat estimates, Quanta raised to Buy, and memory makers see $90bn cash flow, confirming AI buildout strength.
Big Tech Earnings Divergence
Amazon's record 15% surge on Q2 beat contrasts with Apple's 10% plunge on weak guidance, driving a bifurcated tech trade.
Eaton and nVent beat estimates, Quanta raised to Buy, and memory makers see $90bn cash flow, confirming AI buildout strength.