AI热潮下半导体公司业绩成焦点，马斯克vs.奥特曼之争持续

In focus will be the demand for data center chips as well as supply constraints that could affect shortages for other components like memory chips. Investors have continued to reward companies that can monetize AI, as ballooning capital expenditures overshadowed solid results from Google parent Alphabet (GOOG, GOOGL), Amazon (AMZN), Meta (META), and Microsoft (MSFT).

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