Both companies beat on the top and bottom lines on Thursday evening. Amazon closed the regular session at $235.50 and traded up to roughly $252 after hours, a gain of about 7% at the print and 9% at the peak. Apple closed at $333.43 and traded down to roughly $312, a decline of more than 6%. The divergence had almost nothing to do with the quality of the two beats and almost everything to do with a single input cost that both companies discussed at length: DRAM.

The manufacturing sector’s AI problem has never been a shortage of tools — it has been the absence of tools that understand what manufacturing actually is. Infor and AWS are now pushing a direct answer to that gap, announcing a collaboration to deploy industry-specific AI agents built natively on AWS infrastructure, targeting discrete and process manufacturing enterprises that need to move from pilot programs to production at scale.

The core argument is that generic AI fails on the shop floor. Manufacturing workflows involve bill of materials hierarchies, vendor pricing cycles tied to annual model changes, returns processing chains, and procurement-to-payment pipelines that off-the-shelf models cannot navigate without substantial domain grounding. Infor’s position is that it supplies the industry-specific intelligence while AWS provides the enterprise infrastructure — Amazon Bedrock AgentCore, Amazon Bedrock, and Amazon SageMaker — to run it at mission-critical reliability.