WS #14045

23:22→23:52 UTC

From 398 msgs · 5 key-dev

Applied Materials beat revenue but missed whisper EPS; Reddit added to S&P 500; Pershing Square reaffirms Microsoft bull case; AI infrastructure demand continues to confirm buildout.

Tech earnings and AI momentum

Applied Materials beat revenue but missed whisper EPS; Reddit added to S&P 500; Pershing Square reaffirms Microsoft bull case; AI infrastructure demand continues to confirm buildout.

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