WS #13418
AMD and SpaceX both beat estimates but fell after-hours on AI capex concerns, while Arista and Astera Labs rallied on strong AI demand, creating a mixed signal for AI infrastructure names. Dow surges 900 points, S&P 500 hits record high, Nasdaq best four-day run in over a year, with PLTR up 29.4% as AI sentiment drives broad risk appetite.
AI Infrastructure Earnings Divergence
AMD and SpaceX both beat estimates but fell after-hours on AI capex concerns, while Arista and Astera Labs rallied on strong AI demand, creating a mixed signal for AI infrastructure names.
Dow surges 900 points, S&P 500 hits record high, Nasdaq best four-day run in over a year, with PLTR up 29.4% as AI sentiment drives broad risk appetite.