Microsoft & Semis Lead; And Then There’s Everything Else…
3C apparently was picking up the early stages of buying, but very specifically in Semiconductors, Mega Caps and Tech. The Nasdaq-100 is soaring, led by Technology with support from Semiconductors and Microsoft (MSFT +16.95%) after reporting better-than-expected earnings and outlook, and the company left CapEx unchanged, becoming one of the first hyperscalers to hold the…
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