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Market Trends

AI Capex Surge Splits Market Between Revenue Winners and Cash‑Strained Spenders

Investor confidence has risen after Amazon and Microsoft showed that heavy AI spending can drive revenue growth.

Apple Briefly Tops $5 Trillion, Reclaims World’s Largest Market Cap

ARK Invest Trims AMD After 68% Surge, Buys Alphabet and Meta

Intel Soars on AI CPU Demand as Nvidia Reclaims $5 Trillion

Oracle Plans Up to $50 Billion Raise to Finance AI Data‑Center Expansion