WS #13166
Amazon +15.3% on AWS strength, Microsoft +3% on Azure, Apple -7.35% on weak guidance; AI capex fears assuaged, countering tech selloff narrative. Fed dissents defend rate hikes, 30-year yield hits 5.26% (highest since 2007), 10-year at 4.7%+, BoE hints at hikes if oil stays above $100; hawkish tilt pressures growth stocks.
MAG7 earnings divergence: Amazon and Microsoft surge, Apple sinks
Amazon +15.3% on AWS strength, Microsoft +3% on Azure, Apple -7.35% on weak guidance; AI capex fears assuaged, countering tech selloff narrative.
Fed dissents defend rate hikes, 30-year yield hits 5.26% (highest since 2007), 10-year at 4.7%+, BoE hints at hikes if oil stays above $100; hawkish tilt pressures growth stocks.