S&P 500 AI Split: Why Chip Suppliers Are Winning While Big Tech Spenders Bleed
Index changes push Marvell and Flex into the S&P 500 as Micron posts a record quarter. Big Tech margins strain from AI capex while suppliers bank cash.
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Index changes push Marvell and Flex into the S&P 500 as Micron posts a record quarter. Big Tech margins strain from AI capex while suppliers bank cash.