#AIStocksDiverge

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About AIStocksDiverge

On Nov 4, Microsoft hit a record high and Amazon rose, while the Philadelphia Semiconductor Index fell and IREN and Hut 8 came under pressure. After the US midterms, investors are reassessing data center policy prospects. Some see potential construction limits slowing new compute supply, favoring cloud giants with existing infrastructure while constraining expansion for chip suppliers and data center operators reliant on new projects.

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MSFT
-1.33%
AMZN
+2.75%
IREN
+0.58%