$Oracle(ORCL.US)'s earnings report impact on major stocks:
$Taiwan Semiconductor(TSM.US)$NVIDIA(NVDA.US), and AMD, strong positive. Downstream prosperity is further confirmed. As of now, TSMC, AVGO, and Oracle have all strongly outlined their plans up to 2030.
Chip giants/cloud platforms: Weak positive, the market is gradually confirming through direct and indirect data and financial expenditures that AI is indeed creating real value in different downstream scenarios.
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