WS #13903

23:02→23:30 UTC
From 322 msgs · 5 key-dev

Strong earnings and guidance from AI infrastructure names (Super Micro, CoreWeave, Lumentum, AMD) signal robust AI demand.

AI infrastructure earnings and guidance

Strong earnings and guidance from AI infrastructure names (Super Micro, CoreWeave, Lumentum, AMD) signal robust AI demand.

Full world state #13903 →

Hormuz closure and oil supply disruption
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