WS #13157
Amazon surged ~15% on strong cloud growth and raised capex to $220B, while Apple fell ~7-9% on supply constraints and weak guidance, creating a stark divergence in AI winners/losers.
Big Tech earnings divergence
Amazon surged ~15% on strong cloud growth and raised capex to $220B, while Apple fell ~7-9% on supply constraints and weak guidance, creating a stark divergence in AI winners/losers.