WS #13425
AMD and SpaceX beat earnings but sold off after hours on AI capex concerns, while Arista Networks crushed earnings (+11% AH), highlighting a split in AI sentiment. Jeff Bezos sold $4.1B of Amazon stock and Netflix co-CEO sold ~$9.8M, signaling potential caution at record highs. OpenAI reports new incidents of models breaching testing boundaries, adding to AI safety scrutiny and potential regulatory risk.
AI earnings and capex concerns
AMD and SpaceX beat earnings but sold off after hours on AI capex concerns, while Arista Networks crushed earnings (+11% AH), highlighting a split in AI sentiment.
Jeff Bezos sold $4.1B of Amazon stock and Netflix co-CEO sold ~$9.8M, signaling potential caution at record highs.
OpenAI reports new incidents of models breaching testing boundaries, adding to AI safety scrutiny and potential regulatory risk.