IBM, Microsoft and Meta have increased by almost 2 per cent, and it is expected that the funds will rotate to mega-data centre operations. Business

On 7 July, the cloud computing concept unit rose by almost 3 per cent in Servicenow and Saifou, nearly 2 per cent in IBM, Microsoft and Meta and 1 per cent in Ali Baba. In the news, Morgan Stanley’s chief American strategist, Michael Wilson, pointed out that the rising energy of semiconductor stocks was being significantly reduced, and that funds were shifting to less performing shares, including super-large data centre operators associated with artificial intelligence. Companies such as Microsoft, Amazon and Meta, with their strong core business base, remain uniquely attractive in the AI ecosystem。