♪ ANNOUNCER: NEWSMAKERS AND MARKET MOVERS. THIS IS "THE PULSE" WITH FRANCINE LACQUA. FRANCINE: GOOD MORNING EVERYONE, AND WELCOME.OIL AT A WARTIME HIGH, THE U.S. REPORTEDLY EYEING NEW MILITARY OPERATIONS IN IRAN, NOW WE BREAK IT ALL DOWN IN JUST A MOMENT BUT FIRST, WE BEGIN WITH U.S. BIG TECH EARNINGS AS WELL. AMAZON AND ALPHA THAT GOOGLE ARE SEEING A CLEAR PAYOFF FROM AI SPENDING. >> WE ARE INCREASING OUR INFRASTRUCTURE FORECAST FOR THIS YEAR.MOST OF THAT IS DUE TO HIGHER COMPONENT COST, PARTICULARLY IN TH ...