Microsoft (MSFT.O) CFO: Cloud computing and artificial intelligence-related spending account for almost all of our total capital expenditures.

Microsoft (MSFT.O) CFO: Activision Blizzard (ATVI.O) contributed 3% to revenue growth.

AMD (AMD.O): Desktop and notebook markets are expected to exceed seasonal trends.

Microsoft (MSFT.O) CEO Nadella: Microsoft Teams user seats have exceeded 3 million, a year-on-year increase of 400%.

AMD (AMD.O) CEO: Supply of artificial intelligence chips will remain tight before 2025.

AMD (AMD.O) CEO: The supply chain will continue to be tight; supply has increased significantly.

AMD (AMD.O) CEO: The AI investment cycle will continue to be strong.

Microsoft (MSFT.O) CEO Nadella: More than 77,000 customers have adopted GitHub Copilot, a year-on-year increase of 180%.

Microsoft (MSFT.O) CEO Nadella: Azure AI customers exceed 60,000, a year-on-year increase of nearly 60%.

AMD (AMD.O) CEO: MI350 chip will compete with Nvidia (NVDA.O) Blackwell chip.

Intel (INTC.O) rose after the market closed, with an increase of more than 3%.

A source from the Iraqi Interior Ministry said that a base of the militia "Popular Mobilization Organization" in the central province of Babylon was attacked by a drone on the evening of the 30th, killing at least 3 people and injuring 7.

Starbucks (SBUX.O) CEO: The company sees "signs of recovery" in its U.S. business.

Israeli military: The senior Hezbollah commander killed in the airstrike was the "right-hand man" of Lebanese Hezbollah leader Nasrallah.

AMD (AMD.O) has pledged to launch new AI processors every year.

AMD (AMD.O): Data center GPUs are expected to generate revenue of $4.5 billion in 2024.

AMD (AMD.O) had previously forecast data center GPU revenue of $4 billion.

AMD (AMD.O): Microsoft (MSFT.O) has expanded its use of the MI300 chip.