AI stocks jump after upbeat Microsoft earnings

** U.S. AI stocks jump premarket 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 CRWV up 9.2%, Nvidia NVDA rises 4.4%, Advanced Micro Devices AMD up 2.8%, Broadcom AVGO gains 3.1%

** MSFT jumps 9% premarket, GOOGL up 1.2%

** 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%