WS #13193

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Microsoft and Amazon earnings boost AI sentiment; hyperscaler capex raised; semiconductor sector rebounds; Micron bullish thesis. Apple stock fell ~10% after guidance missed due to component shortages, a MAG7 carve-out against tech rally.

AI trade rebound

Microsoft and Amazon earnings boost AI sentiment; hyperscaler capex raised; semiconductor sector rebounds; Micron bullish thesis.

Apple stock fell ~10% after guidance missed due to component shortages, a MAG7 carve-out against tech rally.

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