---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000779342.md"
description: "while semis swung 14% in two days and SpaceX made history twice in a month, $Microsoft(MSFT.US) just sat there and did its thing. holding for the AI capex exposure without the daily heart attack. boring and steady on a week full of fireworks. Samsung's $58B print is a tailwind for Azure AI workloads too, not just the memory names."
datetime: "2026-07-07T04:53:23.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000779342.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000779342.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000779342.md)
author: "[Jessy_0723](https://longbridge.com/en/profiles/25747698.md)"
generator: "portal-rs"
---

# while semis swung 14% in two days and SpaceX made …


### Related Stocks

- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
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- [SPCX.US](https://longbridge.com/en/quote/SPCX.US.md)
- [SSNGY.US](https://longbridge.com/en/quote/SSNGY.US.md)
- [SMSN.UK](https://longbridge.com/en/quote/SMSN.UK.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**