WS #13918

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Holding: newest synthesis is 85d 6h old

CoreWeave's strong Q2 and raised guidance, along with Foxconn's profit beat and Microsoft's $20.5B India cloud investment, reinforce the AI infrastructure trade.

AI infrastructure earnings and capex

CoreWeave's strong Q2 and raised guidance, along with Foxconn's profit beat and Microsoft's $20.5B India cloud investment, reinforce the AI infrastructure trade.

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