In short · bullish
The technology sector saw significant upside driven by AI expansion, with AMD reaching a historic $1 trillion valuation and IonQ shares jumping over 10 percent. Microsoft committed over $10 billion to Gulf infrastructure, while Bessemer Venture Partners raised $5.75 billion for AI investments. Meanwhile, corporate rivalries and security debates continue, as Amazon restricted Meta's new AI tool and Nvidia's CEO urged faster AI development.
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