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AI Infrastructure Boom Fuels US Equities as Fund Trims Corning

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The Story

News Summary

  • The London Company highlighted strong Q2 market gains driven by AI infrastructure spending and semiconductor rebounds.
  • While Corning and tech led performance due to robust optical and data center demand, elevated valuations and cash flow concerns suggest more modest broader equity returns ahead.
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US100 price history

29368.44 +18.07% over the displayed period

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