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● AI infrastructure stocks rallied strongly the same day.
● Generac rose on a major backup-generator deal with Amazon.
● Memory chipmakers led the session's gains.
● ServiceNow's AI target and guidance underwhelmed investors.
● The company's profit miss overshadowed the spending signal.
● No company news explained the group's moves.
● Generac announced a long-term deal to supply Amazon data centers.
● A large majority have beaten analyst estimates.
● Elevated valuations appear to be behind the harsh reactions.
● ServiceNow tumbled on weak guidance after an acquisition.
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