WS #14045
Holding: newest synthesis is 83d 8h old
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.