WS #13574
Amazon's Q2 earnings miss and $200B capex guidance sent shares down >10% after hours, dragging tech futures and reinforcing AI capex concerns. SpaceX's first lockup expiry (911M shares) and $18.4B quarterly capex (mostly AI) are pressuring the stock despite strong earnings. Trump signed 15% tariffs and price floors on polysilicon imports, impacting solar and semiconductor supply chains.
Amazon earnings miss and AI capex concerns
Amazon's Q2 earnings miss and $200B capex guidance sent shares down >10% after hours, dragging tech futures and reinforcing AI capex concerns.
SpaceX's first lockup expiry (911M shares) and $18.4B quarterly capex (mostly AI) are pressuring the stock despite strong earnings.
Trump signed 15% tariffs and price floors on polysilicon imports, impacting solar and semiconductor supply chains.