Portfolio Manager Trims Position After 80 Rally Since April Initiation Microns Resurgence 133 Rally from Lows Raises Valuation Questions Microsofts New Trusted Tech Lead Navigates the Tension Between AI Speed and Responsibility SP 500 Futures Edge Higher Index on Track for Best Weekly Performance Since 2023 USIran Talks in Focus SpaceX Delays Starship Test Flight Sets Friday Retry as IPO Prospects Heat Up Salesforce Shares Slide as Soft Revenue Outlook Weighs on AI Momentum Intel Urges PC Makers to Embrace Advanced 18A Processors as AIDriven Semiconductor Demand Surges