SpaceX is reportedly raising $40 billion, led by Apollo, to buy Nvidia chips. Samsung's HBM4E reportedly passed Nvidia qualification, Nanya reportedly plans DRAM price rises of up to 20%, and Lisa Su said AMD will invest tens of billions in its supply chain. Oil rose after more Iranian attacks on ships near Hormuz.
Per the FT, SpaceX is looking to raise $40 billion to buy Nvidia chips in a financing led by Apollo. The AI Investor puts it at about $10 billion of bank loans and $30 billion of investment-grade debt, with Pimco among lenders in talks and a close expected in 2027. Pequity Research cites Goldman Sachs: SpaceX has deployed about 1.0 million Nvidia GPUs, with 1.81 GW of operational compute by late September.
Jukan relays South Korean media reports that Samsung's 12-high HBM4E passed qualification tests at Nvidia and other customers, and Taiwanese media reports that Nanya notified customers of plans to raise DRAM contract prices by up to 20%. Jukan also posts Meritz Securities channel checks that mobile memory prices for Apple will rise 50% or more QoQ from 1Q27. Separately, Jukan reports Micron's Taiwan union won a mandate to strike over a bonus dispute.
FirstSquawk reports AMD CEO Lisa Su said AMD will invest tens of billions across its global supply chain, that she is very happy with HBM4, and that AMD continues to explore collaboration with Samsung in memory and foundry. Jukan relays Korean media reports that Samsung wants AMD to place foundry orders in return for HBM and other memory, while an industry official said AMD sees entrusting its foundry work to Samsung as too risky.
Bloomberg reports oil rose after more Iranian attacks on shipping near Hormuz, with crude above $100, and FirstSquawk had Brent futures up $1 at $101.60 on supply concerns. India's central bank raised rates for the first time in nearly four years, and FirstSquawk reports the RBI now assumes $95 crude for the second half of FY27. Andy Constan notes a concession building into $39 billion of 10-year and $22 billion of 30-year Treasury supply.
Todd Horwitz says he has been buying gold, silver and bitcoin as places to park money while he expects higher rates.
An r/wallstreetbets commenter added to a Micron position at 1045 and notes the stock keeps falling.
George Bory's team has taken tactical positions in French two-year government bonds.
LIWEI_TW Capital says Intel has entered his buy zone and he will start scaling in gradually, after earlier warning that it was overheated in the short term.
Mintzmyer says BWET could see a massive correction within weeks if tanker spot rates fall back toward $200k a day, but could reach $2,000+ in a couple of months if 7-figure rates last into 2027.
temple_eight says Penguin cited a very high ClusterWare software attach rate but gave no exact percentage, and that ARR and software revenue growth cannot yet be calculated.
jiahanjimliu foresees some or all of HUT, WULF and CIFR having delays for 2027, noting HUT has delivered 0MW of 949MW signed and WULF 102MW of 839MW.
Todd Horwitz remains short crude and expects it under $70 before year-end.