$AMZN says AI shopping assistants more than doubled in 2025; over half open to AI handling entire buying process. Bullish outlook.

$META CEO: US should not ban Chinese AI models; stance adds regulatory clarity and potential collaboration paths. Bullish.

$SKHY slides ~5% after earnings; revenue/opex miss vs est; DRAM up ~30% QoQ, NAND mid-50% YoY; 2026 capex ~₩34B. Bearish.

Futures steady outside AI ladders; five key earnings loom. Fed stance unclear; watch $META $MSFT for direction. Bearish/bullish stance? Neutral.

Apple tops NVDA in value at close; $AAPL passes $NVDA for first time since Apr 2025. Bearish? No—bullish momentum.

Microsoft short interest at decade high before Q2; AI spend prompts questions. Bearish outlook for near term. $MSFT

Jensen Huang visits Wistron’s first US plant for $NVDA AI systems, signaling campus-scale production progress. Bearish?

AI at an inflection point: more people doing meaningful work, says AMD CEO Lisa Su. $AMD bullish.

$MSFT stock rallies; one analyst sees ample upside ahead. bullish outlook.

Apple tops NVDA in market value at close; NVDA had held crown since June 2025. Bearish? No, but signals shift. $AAPL $NVDA