$AAPL — Data‑center optimism vs. legal and regulatory risk: $AMD, Apple and Cerebras lead a mixed market narrative

$AMD $AAPL — Analyst support for data‑center names and AI beneficiaries collided with fresh legal and regulatory headlines today. Key takeaways: Jefferies backs AMD on data‑center demand, Bernstein/SocGen keep Apple in focus, while a Cerebras probe and a PBM disclosure rule ratchet up event risk across chip and healthcare supply chains.