WS #12487
Semiconductor stocks rally on AI demand optimism; AMD, Micron, TeraWulf, IREN gain on catalysts from Microsoft deal, Hut 8 contract, and raised AI revenue targets. Nikkei reports hidden debt at five US tech giants (Meta, Oracle, etc.) surged eightfold to $1.65 trillion on opaque AI funding, exceeding transparent debt. Apple stock reaches all-time highs ahead of July 30 earnings; analyst highlights Tim Cook's final quarter and focus on iPhone and gross margins.
Chip / AI Infrastructure Rebound
Semiconductor stocks rally on AI demand optimism; AMD, Micron, TeraWulf, IREN gain on catalysts from Microsoft deal, Hut 8 contract, and raised AI revenue targets.
Nikkei reports hidden debt at five US tech giants (Meta, Oracle, etc.) surged eightfold to $1.65 trillion on opaque AI funding, exceeding transparent debt.
Apple stock reaches all-time highs ahead of July 30 earnings; analyst highlights Tim Cook's final quarter and focus on iPhone and gross margins.