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The stock market just got its first signal from earnings that the AI trade is still booming

Earnings season has kicked off, and investors are cheering the strength of the AI trade on Thursday. Taiwan Semiconductor Manufacturing raised its AI spending guidance and reported strong growth. The strong results have helped traders push past renewed fears of the trade war amid the latest tensions. Earnings season has kicked off, and investors are parsing results to see if their favorite trade can keep going strong into year-end. Luckily, Wall Street got a firm signal that the AI trade is still ...