WS #13541
Software sector selloff driven by Datadog, AppLovin, Figma, Klaviyo earnings misses despite beats; Honeywell Aerospace plunges 21% on guidance. Nvidia weighs reducing HBM memory in Rubin Ultra GPU due to shortage, potentially impacting NVDA and memory supply chain. Alphabet's $25B bond sale drew $115B demand, financing AI capex; tech giants' debt issuance up 79% YoY.
Earnings movers and software selloff
Software sector selloff driven by Datadog, AppLovin, Figma, Klaviyo earnings misses despite beats; Honeywell Aerospace plunges 21% on guidance.
Nvidia weighs reducing HBM memory in Rubin Ultra GPU due to shortage, potentially impacting NVDA and memory supply chain.
Alphabet's $25B bond sale drew $115B demand, financing AI capex; tech giants' debt issuance up 79% YoY.