Latest updates reversed earlie-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Latest updates reversed earlier optimism around another round of talks between US and Iran (and investors wanting to be done with geopolitics).

Big tech mostly lower, though semis, software fared better.

Laggards included A&D (NOC-US, GE-US, RTX-US), cruise lines, airlines, payments, exchanges, apparel retail, pharma, and China tech.

Outperformers included energy, managed care (UNH-US), homebuilders (DHI-US), PE, networking/IT equipment, memory, and discounters/staples retailers.

Stocks down, yields up, oil up after latest doubts around Iran de-escalation with report VP Vance called off trip to Pakistan for second round of talks with Tehran.Tech in the headlines with AAPL-US CEO transition and the enhanced partnership between AMZN-US amazon stock and Anthropic ($25B investment in Anthropic, $100B commitment to AWS).

Big pickup in earnings today with elevated beats, muted guidance and mixed price action. Economic calendar delivered another round of firmer data in key areas such as consumption and jobs.

Amazon & Anthropic: Surge 20% This Month! Can It Break $300?

Amazon rose nearly 3% premarket after committing an immediate $5 billion more to Anthropic, with the deal potentially reaching $25 billion. In return, Anthropic is set to spend over $100 billion on Amazon cloud and AI infrastructure over the next decade. Amazon has risen 20% this month. That is a huge AWS win, but it also sharpens the debate: is custom AI infrastructure finally becoming a real alternative path, or does Nvidia still keep the upper hand anyway? Is this bigger for AMZN, or for the whole AI stack?

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