WS #13114

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Microsoft and Amazon blowout cloud/AI results drive record gains and lift global chip stocks, validating AI capex. Apple's weaker Q3 guidance on supply constraints sends shares down ~5.5-8% after hours, diverging from tech rally.

AI/Cloud Earnings Rally

Microsoft and Amazon blowout cloud/AI results drive record gains and lift global chip stocks, validating AI capex.

Apple's weaker Q3 guidance on supply constraints sends shares down ~5.5-8% after hours, diverging from tech rally.

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