Couverture de Earnings, AI Capacity and Legal Risk: Markets Digest GPU Shortages, Delivery Ramps and a Landmark Social‑Media Trial

Earnings, AI Capacity and Legal Risk: Markets Digest GPU Shortages, Delivery Ramps and a Landmark Social‑Media Trial

Earnings, AI Capacity and Legal Risk: Markets Digest GPU Shortages, Delivery Ramps and a Landmark Social‑Media Trial

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 Today’s tape was driven by earnings catalysts and structural headlines: Microsoft’s ability to scale datacenter GPU capacity emerged as the single most important AI-quarter metric, Boeing’s delivery momentum loomed over its pre‑market print, and a blockbuster social‑media trial kicked off that could reshape ad‑revenue risk across the sector. A string of 8‑K filings and select corporate actions added credit and governance flashpoints.
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