WS #13155
Amazon's record surge and Microsoft's strong week contrast with Apple's supply-driven decline and Meta's AI-spend selloff, driving index gains but splitting the AI trade. Micron -5.9%, Qualcomm down on weak guidance, and Michael Burry's bearish bets on NVDA/MU/SOXX signal continued pressure on AI memory and chip names.
Big Tech earnings divergence
Amazon's record surge and Microsoft's strong week contrast with Apple's supply-driven decline and Meta's AI-spend selloff, driving index gains but splitting the AI trade.
Micron -5.9%, Qualcomm down on weak guidance, and Michael Burry's bearish bets on NVDA/MU/SOXX signal continued pressure on AI memory and chip names.