WS #13545

From 500 msgs · 10 key-dev

AppLovin and Datadog plunge on guidance/downgrades, Axon surges on AI strength, SpaceX drops on capex and lockup expiry—divergent tech earnings driving sector moves. SanDisk and Western Digital fall 15-17% on weak guidance despite beats, dragging Micron down ~5% amid AI memory demand concerns.

Tech earnings: AppLovin, Datadog, Axon, SpaceX

AppLovin and Datadog plunge on guidance/downgrades, Axon surges on AI strength, SpaceX drops on capex and lockup expiry—divergent tech earnings driving sector moves.

SanDisk and Western Digital fall 15-17% on weak guidance despite beats, dragging Micron down ~5% amid AI memory demand concerns.

Full world state #13545 →