WS #13239
Apple's Q3 beat but weak guidance on memory constraints sent stock down 6-9%, while Amazon surged 14% on AWS growth; memory shortage is a key theme affecting chipmakers and hardware. AMD MI355X offers better performance per dollar than NVIDIA B300 for serving Kimi K3; Microsoft Azure grows 43% with $100B annual run-rate; Amazon abandons Nova models to focus on one frontier model; Burry expands shorts on AI/chip stocks.
Tech Earnings Divergence: Apple Weak, Amazon Strong
Apple's Q3 beat but weak guidance on memory constraints sent stock down 6-9%, while Amazon surged 14% on AWS growth; memory shortage is a key theme affecting chipmakers and hardware.
AMD MI355X offers better performance per dollar than NVIDIA B300 for serving Kimi K3; Microsoft Azure grows 43% with $100B annual run-rate; Amazon abandons Nova models to focus on one frontier model; Burry expands shorts on AI/chip stocks.