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Portfolio up $4,287 overnight.
NVDA leads on the Blackwell beat. AAPL drags on a services miss. Three movers above one percent; one above three.
| Ticker | Shares | Day % | P/L |
|---|---|---|---|
| NVDA | 45 | +3.24% | +$3,180 |
| AAPL | 120 | −0.83% | −$240 |
| MSFT | 60 | +1.12% | +$840 |
| GOOGL | 40 | +0.88% | +$507 |
Morgan Stanley raises 12-month target to $1,200 on expanded TSMC commitments. Channel checks confirm Q4 hyperscaler orders running 18% above guidance.
Q3 services revenue +6% YoY versus 9% consensus. No catalyst until WWDC June 9; analyst desks split on whether iteration cycle has bottomed.
Three independent enterprise surveys this week point to 48% YoY Azure AI revenue. RPO commentary on next earnings call likely the read-through.
FT special report on TSMC, ASML, AMAT capex through 2028.
The Information's deep-dive on AWS, Azure, GCP unit-economics.
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