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  <text x="48" y="66" fill="#1a1a1a" font-size="24" font-weight="700" letter-spacing="-0.5">La Bourse change de logique sur le capex IA</text>
  <text x="48" y="94" fill="#8a8a8a" font-size="13" letter-spacing="1">Réaction des cours aux résultats trimestriels, 22-31 juillet 2026</text>

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  <text x="778" y="286" fill="#b0b0b0" font-size="11">0 %</text>

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  <text x="113" y="120" fill="#7B2DB8" font-size="17" font-weight="700" text-anchor="middle">+15 %</text>
  <text x="113" y="302" fill="#555" font-size="13" font-weight="600" text-anchor="middle">Microsoft</text>
  <text x="113" y="320" fill="#8a8a8a" font-size="10.5" text-anchor="middle">+450 Md$</text>

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  <text x="235" y="180" fill="#7B2DB8" font-size="17" font-weight="700" text-anchor="middle">+9 %</text>
  <text x="235" y="302" fill="#555" font-size="13" font-weight="600" text-anchor="middle">Amazon</text>
  <text x="235" y="320" fill="#8a8a8a" font-size="10.5" text-anchor="middle">AWS +37 %</text>

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  <text x="473" y="392" fill="#555" font-size="13" font-weight="600" text-anchor="middle">Alphabet</text>
  <text x="473" y="410" fill="#C73252" font-size="17" font-weight="700" text-anchor="middle">-7 %</text>

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  <text x="595" y="392" fill="#555" font-size="13" font-weight="600" text-anchor="middle">Apple</text>
  <text x="595" y="410" fill="#C73252" font-size="17" font-weight="700" text-anchor="middle">-7 %</text>

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  <text x="717" y="422" fill="#555" font-size="13" font-weight="600" text-anchor="middle">Meta</text>
  <text x="717" y="440" fill="#C73252" font-size="17" font-weight="700" text-anchor="middle">-10 %</text>

  <text x="48" y="462" fill="#555" font-size="13">Récompensé : Azure &gt; 100 Md$ annuel, AWS +36,7 %.  Puni : capex en hausse sans retour (Meta FCF 784 M$, -91 %).</text>
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