WS #14824
Microsoft surged 3.79% to its highest close of 2026, outperforming peers as Meta dropped 3.30% amid privacy liabilities and subscription fears. AMD crossed the $1 trillion market cap mark, and British AI neocloud Nscale secured $3.36B in financing ahead of a US IPO. Additionally, SCHMID surged on news that Nvidia, AMD, and Intel are considering glass substrates, highlighting ongoing infrastructure build-outs in the AI sector.
Tech Rotation & AI Infrastructure
Microsoft surged 3.79% to its highest close of 2026, outperforming peers as Meta dropped 3.30% amid privacy liabilities and subscription fears. AMD crossed the $1 trillion market cap mark, and British AI neocloud Nscale secured $3.36B in financing ahead of a US IPO. Additionally, SCHMID surged on news that Nvidia, AMD, and Intel are considering glass substrates, highlighting ongoing infrastructure build-outs in the AI sector.