WS #13392

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Palantir, Caterpillar, Arm, Intel, SanDisk, and CoreWeave surge on AI demand, with record earnings and raised guidance. Jeff Bezos files to sell $4.1B in Amazon shares, AMZN drops 2%, while NJ AG files antitrust lawsuit. Trump administration drafting FCC ban on Chinese optical transceivers, boosting US fiber optic stocks, raising supply chain risks.

AI Infrastructure Earnings Surge

Palantir, Caterpillar, Arm, Intel, SanDisk, and CoreWeave surge on AI demand, with record earnings and raised guidance.

Jeff Bezos files to sell $4.1B in Amazon shares, AMZN drops 2%, while NJ AG files antitrust lawsuit.

Trump administration drafting FCC ban on Chinese optical transceivers, boosting US fiber optic stocks, raising supply chain risks.

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