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Asia Stocks to Gain After US Rally, Yen Holds Jump: Markets Wrap

(Bloomberg) -- Stocks in Asia looked set to rise Friday after a rebound in megacap US technology shares revived confidence in the artificial intelligence trade.

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swissinfo.chStai leggendo7 h fa

Asia Stocks to Gain After US Rally, Yen Holds Jump: Markets Wrap

Microsoft +16% ($450B) and Amazon cloud revenue accelerated, reviving AI trade and lifting Asian stocks after pullback. Test: whether mega-cap capex ($700B Meta+) converts to growth/margins or extends volatility cycle through earnings season.

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theage.com.au10 h fa

ASX set to jump, Microsoft leads Wall Street rally; Apple results ahead

Microsoft surged 17% on earnings beat and Azure growth, avoiding AI capex hike announcements unlike rivals. Meta's collapse despite higher AI spending shows investors fear unlimited capex won't generate ROI, validating Microsoft's disciplined approach.

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Asia Stocks to Gain After US Rally, Yen Holds Jump: Markets Wrap

Confronto fonti

Asia Stocks to Gain After US Rally, Yen Holds Jump: Markets Wrap

ASX set to jump, Microsoft leads Wall Street rally; Apple results ahead

Timeline cronologica

US Stocks Rise as Fed Call and AI Earnings Loom: Markets Wrap

ASX set to jump, Microsoft leads Wall Street rally; Apple results ahead

Asia Stocks to Gain After US Rally, Yen Holds Jump: Markets Wrap

Asian Stocks Set to Rise on Tech, Yen Holds Gains: Markets Wrap

Asian Stocks Rally, Yen Falls as BOJ Stands Pat: Markets Wrap

Tech Stocks Rally as Korea Surges, Yen Pares Gain: Markets Wrap