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The second-quarter earnings season enters its busiest week. The economic calendar is packed with GDP, tariffs, the Fed, and the monthly jobs reports.

Microsoft Corporation (NASDAQ:MSFT)’s shares have gained 22% year-to-date as the firm has managed to shift its AI narrative.

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Big tech companies like Microsoft and Meta are now using AI to help with the coding. In May, Anthropic’s CEO Dario Amodei ...