WS #13510
SpaceX fell 13.6% on AI capex concerns (dragging AMD down 7%, boosting NVDA +3.4%), HubSpot fell 20% AH despite a beat, Honeywell Aerospace tumbled 11% on weak guidance, and Sandisk reported strong results but warned of memory glut. Alphabet fell 4% after chief AI scientist Jeff Dean departed to start his own AI company, a high-significance negative signal for GOOGL contradicting the broader tech rally.
Earnings-driven single-stock moves
SpaceX fell 13.6% on AI capex concerns (dragging AMD down 7%, boosting NVDA +3.4%), HubSpot fell 20% AH despite a beat, Honeywell Aerospace tumbled 11% on weak guidance, and Sandisk reported strong results but warned of memory glut.
Alphabet fell 4% after chief AI scientist Jeff Dean departed to start his own AI company, a high-significance negative signal for GOOGL contradicting the broader tech rally.