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Market Trends

OpenAI’s New AI Hardware Deals Lift Suppliers as Broadcom Pact and Oracle–AMD Deployment Take Shape

Markets recalibrate to multi-year gigawatt commitments facing scrutiny over financing structures.

House China Panel Seeks Sweeping Ban on Chipmaking Tools After $38 Billion in 2024 Sales to China

Nvidia Shares Hit Fresh Record, Market Cap Exceeds $3.77 Trillion