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Big Tech

🔥 AMD Just Cracked $1 Trillion — and OpenAI Holds a Warrant for a Tenth of It

AMD's market value pushed past $1 trillion for the first time as AI chip demand — and warrant deals with OpenAI and Meta — sent the stock up nearly 10%.

Apple

🔥 Apple Just Booked Its Biggest June Quarter Ever — $109.4 Billion — and the Stock Dropped Anyway

Apple posted a record $109.4B June quarter, up 16%, with iPhone up 22% — and the stock still dropped as Services and China came up short.

🔥 Azure Just Cleared $100 Billion. Meta's Free Cash Flow Fell to $784 Million.

Microsoft and Meta reported AI-heavy quarters a day apart. Azure cleared $100B and grew 43%; Meta's free cash flow fell to $784M. Same spending, opposite market verdict.