Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO

2467.108 - 2496.043 Chamath Palihapitiya

But to Chamath's point, there are definitely the haves and the have-nots. AMD beat. They were up 4% after hours on improved AI chip sales. Their revenue was $5.8 billion, up 9% year over year. Microsoft had so-so results. NVIDIA jumped 12% on some comments made by Meta. and Microsoft that both said that there's increased AI demand and they're going to continue to build out capacity.