WS #14043

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S&P 500 record on AI-driven tech strength (Sandisk +13.7%, Micron +4.2%), OpenAI revenue run rate >$40B, Applied Materials record revenue; Cisco falls 8.4% on guidance.

AI infrastructure earnings boom

S&P 500 record on AI-driven tech strength (Sandisk +13.7%, Micron +4.2%), OpenAI revenue run rate >$40B, Applied Materials record revenue; Cisco falls 8.4% on guidance.

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