WS #13393

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Palantir and Caterpillar strong earnings ease AI-capex fears, lifting indices to records; AMD and SpaceX report tonight with high expected volatility. SanDisk surged on new HBF standard with SK Hynix; Trump administration drafting FCC ban on Chinese optical transceivers lifts fiber names; Duke Energy signs 7.8 GW data-center agreements. Jeff Bezos filed to sell ~$4.1B of AMZN stock and New Jersey filed an antitrust lawsuit, pressuring the stock despite strong earnings.

Tech earnings and AI trade

Palantir and Caterpillar strong earnings ease AI-capex fears, lifting indices to records; AMD and SpaceX report tonight with high expected volatility.

SanDisk surged on new HBF standard with SK Hynix; Trump administration drafting FCC ban on Chinese optical transceivers lifts fiber names; Duke Energy signs 7.8 GW data-center agreements.

Jeff Bezos filed to sell ~$4.1B of AMZN stock and New Jersey filed an antitrust lawsuit, pressuring the stock despite strong earnings.

Full world state #13393