WS #13184

13:02→13:32 UTC
From 378 msgs · 5 key-dev

Apple plunges on memory chip shortage guidance while Amazon and Microsoft surge on cloud AI strength, splitting the AI trade.

AI trade bifurcation: Apple vs Amazon/Microsoft

Apple plunges on memory chip shortage guidance while Amazon and Microsoft surge on cloud AI strength, splitting the AI trade.

Full world state #13184 →

US-Iran conflict escalationYen intervention and Fed policy uncertainty
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