Amazon soars 15% as Apple slides 7%—Wall Street is repricing every dollar of AI spending.
Amazon’s broad earnings beat and faster AWS growth delivered one of its biggest one-day gains since 2012. Apple moved the other way as Q4 guidance, supply constraints and margin pressure disappointed. Meanwhile, optical-networking stocks surged, led by AXTI’s 28.74% jump, while memory names remained under pressure.
Tonight brings the U.S. manufacturing PMIs and Palantir earnings after the close. AMD, WDC, SNDK and nonfarm payrolls follow later this week. Our two-page pre-market brief gets you up to speed on the events, sectors and movers that matter most before the opening bell.
Related stocks: $Amazon(AMZN.US)$Apple(AAPL.US)$AXT(AXTI.US)$Micron Tech(MU.US)$Sandisk(SNDK.US)$Palantir Tech(PLTR.US)
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