WS #13231

23:24→23:52 UTC

From 232 msgs · 6 key-dev

Cloud giants (AMZN, MSFT, GOOGL) added $1.5T in market cap on strong cloud growth, but Apple lost $400B on weak guidance and AI capex concerns persist.

AI trade divergence

Cloud giants (AMZN, MSFT, GOOGL) added $1.5T in market cap on strong cloud growth, but Apple lost $400B on weak guidance and AI capex concerns persist.

Full world state #13231 →