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Full ReadMicrosoft earnings update keeps guidance and software demand in focus as AI spending debate rolls on
A Microsoft (MSFT) earnings-related update on its investor relations site kept markets focused on software demand and what management signals next on AI infrastructure spending and margins—key inputs for tech...
ReadElon Musk’s brief X post offered no new details, but it refocused markets on whether his companies can secure enough AI chips—and what that could mean for Nvidia, AMD, foundries and chip equipment.
ReadSemiconductor headlines kept attention on AI-accelerator demand led by Nvidia and AMD, while investors weighed export-control risk, foundry capacity, and equipment bottlenecks across the supply chain.
ReadU.S. dollar moves are keeping traders focused on USD/JPY and EUR/USD as markets weigh central-bank divergence, rate differentials and global risk appetite. The sensitivity of the yen and euro is putting intervention...
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