WS #13222
Microsoft and Amazon surge on AI earnings, Meta and Apple slump on guidance and supply issues. Fed holds rates but signals potential September hike, pressuring growth stocks and bonds. Samsung warns memory shortage to worsen through 2027, raising costs for Apple and others. AI hedge fund collapses from $45B to $10B, adding to AI volatility and margin calls.
AI trade split
Microsoft and Amazon surge on AI earnings, Meta and Apple slump on guidance and supply issues.
Fed holds rates but signals potential September hike, pressuring growth stocks and bonds.
Samsung warns memory shortage to worsen through 2027, raising costs for Apple and others.
AI hedge fund collapses from $45B to $10B, adding to AI volatility and margin calls.