AI trade splits: hyperscalers up, chips and data center builders hit
AI stocks diverged: MSFT and AMZN surged while semis, memory and data center builders sold off. GPU rental prices are rising while token prices fall.
What we know
MSFT +6.7% and AMZN +6.1% while data center builders fell. Semiconductor valuations are down 40% and memory stocks hit. B300 rental prices are up 106%, token prices down 58%. Qualcomm's data center ramp contrasts with Apple ramp-down. Claude MAUs +1260% YoY. Democrats propose an AI pause, and Big Tech's $600M campaign fell flat.
By the Global Eye 24 desk, with AI assistance. Updated as the story develops. Spot an error? Write to corrections@globaleye24.com.