WS #13116

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Holding: newest synthesis is 104d 12h old

Amazon and Microsoft results confirm AI capex is monetizing, driving global tech rally and lifting Nasdaq futures. Apple beats Q3 but guides weak on supply constraints and memory costs, stock down 7-8% premarket.

AI/Cloud Earnings Supercycle

Amazon and Microsoft results confirm AI capex is monetizing, driving global tech rally and lifting Nasdaq futures.

Apple beats Q3 but guides weak on supply constraints and memory costs, stock down 7-8% premarket.

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