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The capex cycle running through AI infrastructure pulled sharply away from the broader technology complex in premarket trading, as most Magnificent Seven names moved lower while stocks tied directly to that build-out climbed.
Nvidia Corporation (NVDA) led the divergence with a 7.2% gain, following a stronger-than-expected revenue growth outlook.
Apple (AAPL) fell 1.1%, Microsoft (MSFT) dropped 1.0%, Alphabet (GOOGL) declined 0.4%, Amazon (AMZN) shed 0.3%, and Meta Platforms was off 0.3%.
AI infrastructure names split from the broader group The sector-wide signal from Nvidia's results moved quickly across enterprise software and cybersecurity.
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