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Tech Sector

AI Inference Costs Divide Software Stocks

Investors are punishing small margin misses as firms absorb rising compute costs for beta AI features.

SanDisk Beats Estimates but Stock Falls as Guidance and Price-Driven Growth Worry Investors

AI Data‑Center Spending Sends Nvidia and Memory Names Higher as HBM Shortages and Broadcom Guidance Roil Markets

Goldman Backs Microsoft as Shares Slide on AI Spending Fears