AWS posts its fastest growth in 18 quarters, and the whole AI supply chain lights up behind it
Amazon and Apple owned the mega-cap headlines, but the real action ran further down the stack — the memory, wafers, cooling and concrete that turn AI capex into something physical.
Brokers own earnings week while T-Mobile and AT&T race to put a satellite in your pocket
Robinhood, Schwab and Webull ran the fintech tape into a heavy earnings season, two national carriers turned direct-to-device satellite into a shared obsession, and a pair of microcaps reminded everyone what a float squeeze looks like.
Beat-and-punish week: Intuitive and Netflix crater on strong quarters while the memory trade refuses to quit
AI-infrastructure names kept climbing, but the loudest single-stock stories were two blue-chip compounders that beat estimates and got sold anyway.
AI infrastructure runs the table while a failed heart-drug readout wipes $30 billion off AstraZeneca and Ionis
AI infrastructure dominated the feed from chips to data centers, while a single missed trial erased roughly $30 billion across AstraZeneca and Ionis in one session.
Nvidia's picks-and-shovels crowd runs the board while an earnings-heavy week loads the chamber
From Nvidia's specialist partners to the power, cooling and networking names its build-out depends on, AI plumbing dominated the feed — with a Buffett-blessed airline and a pile of earnings-week hopefuls filling out the rest.
AI-infrastructure keeps printing records while biotech stages a full breakout
From TD Synnex's record quarter to Moderna's unanimous FDA panel, the feed split between the semicap supercycle and a healthcare rotation finally finding its footing.
Memory's 'hundred-year flood' and a Nasdaq-100 reshuffle run the feed — while Midjourney detours into ultrasound
Memory and AI-infrastructure names dominated the conversation again, an index rebalance pulled three semis along for the ride, and an image-generator's hardware pivot lit up a medical-device stock nobody had on their card.
The AI trade cuts both ways: Astera and Keel rip while Accenture logs its worst day since 2001
AI-infrastructure names dominated the feed — connectivity chips, data-center build-outs, even an AI-built ultrasound scanner — while Accenture's collapse was a reminder the same theme has a short side.
