WS #13401
Strong AI earnings (Palantir +25%, Marvell +10%, SK Hynix bullish coverage) and record index highs signal a robust tech rally, with semiconductor names leading. Apple faces a downgrade on memory inflation, a Russian antitrust case, and an escalating legal dispute with OpenAI, creating multiple negative catalysts.
AI-driven tech rally and semiconductor strength
Strong AI earnings (Palantir +25%, Marvell +10%, SK Hynix bullish coverage) and record index highs signal a robust tech rally, with semiconductor names leading.
Apple faces a downgrade on memory inflation, a Russian antitrust case, and an escalating legal dispute with OpenAI, creating multiple negative catalysts.