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AMD Earnings Test AI Trade; AAPL and PLTR Fall Despite Revenue Gains

Bullish Gator

AMD’s earnings shook AI sentiment; Apple slipped despite strong iPhone revenue; Palantir’s commercial revenue doubled but shares fell. Market recap from Schwab Network’s Marley Kayden.

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What stands out

Marley Kayden walked through a day where earnings moved the market unevenly: Advanced Micro Devices tested the AI trade, Apple slid despite strong iPhone revenue, and Palantir saw shares fall even after commercial revenue more than doubled. The clip matters because it shows headlines and numbers moving prices in opposite directions, positive top-line growth did not guarantee happy stocks. That tension between sales beats and market reaction is the core story of the session.