Microsoft sparks AI buying frenzy, Dow surges 614 points, chip stocks rally worldwide

Earnings Impact 4
โดย Dow Jones·Read original
Summary · why it matters

The Dow Jones Industrial Average closed up 614 points, or 1.2 percent, boosted by strong earnings from Microsoft. The company reported total revenue of 90.007 billion dollars, up 18 percent from a year earlier, while cloud revenue expanded 32 percent. Microsoft shares soared 15.5 percent, easing concerns about the outlook for artificial intelligence investment. European stocks also ended higher, with the banking sector rising 2.6 percent, led by Spain's BBVA which jumped around 5 percent after reporting second-quarter 2026 net profit growth of more than 11 percent. Asian markets were mostly higher this morning, with SK hynix surging 25 percent and Samsung Electronics gaining more than 20 percent. In Thailand, the SET index opened more than 15 points higher, tracking global markets, as electronics stocks led by Delta Electronics, Hana Microelectronics, and KCE Electronics rebounded in line with global technology shares.

Impact on stocks 7

Semiconductors▲ · 3 stocks
SK Hynix Inc
000660
▲ PositiveDemandrelevance

SK hynix surged 25% amid global AI-driven chip demand and sector rally.

Artificial Intelligence▲ · 2 stocks
Microsoft Corporation
MSFT
▲ PositiveCapitalrelevance

Microsoft reported strong earnings with revenue up 18% and cloud revenue up 32%, driving shares up 15.5%.

Financials▲ · 1 stocks
Electrification & Mobility▲ · 1 stocks

Theme Impact 4

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