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🚨 Pre-market is drawing a sharp line between Amazon and Apple. $QQQ is up 1.2% to 692, while SOXX is gaining 4.0% to 525 as AI and semiconductor names lead the move. 📈 Amazon ($AMZN): +11.1% • AWS revenue climbed 37% to $42.2B • 2026 capex outlook increased to ~$220B • Investors are rewarding continued AI and cloud expansion. 📉 Apple ($AAPL): -8.1% • Guided September-quarter revenue growth of 9%–11%, below expectations of 12%+ • Warned of tighter iPhone, Mac, and iPad supply, along with higher memory costs. The ripple effect is clear: 🟢 $AMD +4.5% 🟢 $MU +4.5% 🟢 $SNDK +5.6% Right now, the market is favoring the cloud and AI infrastructure trade over traditional consumer hardware. The next question is whether Amazon's massive capex plans reignite concerns around free cash flow—or whether Apple can narrow the guidance gap in the coming quarters. Source: Company earnings releases, earnings calls, Reuters, and Bloomberg. #SoftPCEStrongDemand #AMZNMissesButRallies #MSFT450BInADay $BTC $ETH $SNDK