AI stocks jump after upbeat Microsoft earnings

** U.S. AI stocks jump after Microsoft MSFT.O reports upbeat earnings, forecasts strong growth for cloud business

** AI helped both MSFT and Google-parent Alphabet GOOG during earnings, offering investors hope that their bets on the technology would help them ride out the fallout from sweeping U.S. tariffs

** Cloud AI infrastructure co CoreWeave CCRWV up 11%, Nvidia NVDA rises 4.7%, Advanced Micro Devices AMD up 1.1%, Broadcom AVGO gains 2.5%

** MSFT jumps 8.5%, GOOGL up 0.9%

** As of last close, NVDA down 18.9% YTD, AMD has fallen 19.4% YTD, AVGO down almost 17% YTD vs the Philadelphia SE Semiconductor index's SOX fall of 15.1%