Today's AI Stock Market Highlights: 1. Google and MSFT earnings drama tonight! Focus on Google Cloud and capital expenditures; for Microsoft, focus on Azure growth and AI service revenue. 2. AVGO surges 4%! Announces a $63 billion financing arrangement to help ANT lease its own AI chips—a typical example of circular financing. 3. The Fed's interest rate decision is tonight; a hawkish stance is expected. Inflation remains stubbornly persistent, so don't expect a rate cut. 4. STX plunges 8% in after-hours trading! Revenue of $4.233 billion and net profit of $1.761 billion exceeded expectations, but that's not enough; people only remember Hynix. 5. OpenAI plans to purchase Google TPU chips to reduce its reliance on NVDA; Broadcom's custom ASIC business will benefit.