WS #13182
Amazon's strong earnings (AWS up 37%) contrast with Apple's 10% crash on memory cost warnings and downgrade, while Microsoft's record Azure growth and Moody's watchlist on hyperscalers highlight AI capex concerns.
AI trade divergence: Amazon vs Apple
Amazon's strong earnings (AWS up 37%) contrast with Apple's 10% crash on memory cost warnings and downgrade, while Microsoft's record Azure growth and Moody's watchlist on hyperscalers highlight AI capex concerns.