WS #13192

14:43→15:12 UTC

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Microsoft and Amazon earnings beat, raising AI capex, triggering semiconductor sector rebound; Apple's guidance miss due to component shortages is a counter-signal.

AI Trade Bottoming

Microsoft and Amazon earnings beat, raising AI capex, triggering semiconductor sector rebound; Apple's guidance miss due to component shortages is a counter-signal.

Full world state #13192 →