WS #13173
Amazon and Microsoft beat on AI-driven cloud growth, while Apple's component shortage warning triggered a ~10% drop; rotation within tech. 30-year Treasury yield hit 5.25%, highest since 2007, as Fed holds rates and oil-driven inflation concerns persist; headwind for growth stocks. OpenAI may delay IPO to next year amid investor concerns, while Anthropic accelerates fall IPO plans; signals AI private-market sentiment.
MAG7 earnings divergence: AMZN/MSFT surge, AAPL plunges
Amazon and Microsoft beat on AI-driven cloud growth, while Apple's component shortage warning triggered a ~10% drop; rotation within tech.
30-year Treasury yield hit 5.25%, highest since 2007, as Fed holds rates and oil-driven inflation concerns persist; headwind for growth stocks.
OpenAI may delay IPO to next year amid investor concerns, while Anthropic accelerates fall IPO plans; signals AI private-market sentiment.