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Nvidia (NVDA) and Google (GOOGL) Soar on AI Supercycle; Microsoft (MSFT) and Amazon (AMZN) Monetize Cloud AI

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The Story

News Summary

  • AI drives a chip supercycle benefiting Nvidia, Google, and AMD with strong order books.
  • Microsoft and Amazon are monetizing AI cloud services, while Persistent Systems expects AI to reshape IT revenue over 3-5 years amid moderate currency impact.
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252.99 +10.15% over the displayed period

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