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  • AI Stock Focus - August 4, 2026
    2026/08/04
    S&P 500 pushes above 7,600. NVIDIA adds 3% as hyperscaler capex divergence favors Google over Amazon. Broadcom guides 6B in AI silicon (+200% YoY). Micron Cloud Memory at 66% margins faces new HBM competition. AMD doubles CPU TAM to 20B by 2030.
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