WS #13202
Apple's stock plunged ~10% on guidance miss due to component shortages, contrasting with strong cloud results from Microsoft and Amazon, highlighting MAG7 divergence. Chevron signs 20-year power deal with Microsoft for AI data centers, and Super Micro Computer announces $60B in orders, reinforcing AI infrastructure demand.
Apple earnings miss and tech divergence
Apple's stock plunged ~10% on guidance miss due to component shortages, contrasting with strong cloud results from Microsoft and Amazon, highlighting MAG7 divergence.
Chevron signs 20-year power deal with Microsoft for AI data centers, and Super Micro Computer announces $60B in orders, reinforcing AI infrastructure demand.