A good night on Wall Street. Big tech lead the market with the Nasdaq up 1.24%, more than twice the performance of the broader S&P 500. Big chips were the top performers thanks to Microsoft’s (+1.1%) weekend news about spending US$80bn on data centres this year to further facilitate the AI revolution and Foxconn beating quarterly earnings estimates. This is our daily podcast - exclusive for Marcus Today members. Everything you need to know about our Strategy Portfolio decisions and the stock market, every day. Make life simple. Subscribe to Marcus Today.

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