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· Post-Market Alpha · by Buzzberg Research
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OpenAI revenue
2 videos · 1h 00mKantrowitz called the OpenAI figure partly a simple accounting issue but also sloppiness on OpenAI's part; a Bloomberg segment said chipmakers sold off after the report.
Kantrowitz: OpenAI revenue gap is accounting, but also sloppiness
OpenAI's reported annualized revenue came in below earlier media reports; Kantrowitz calls it partly an accounting matter but also a communications misstep that adds to investor nervousness around the AI trade.
Trump rules out an Iran attack before the midterms as crude stays elevated
Trump committed to hold off on fresh US strikes against Iran until after the November 3 midterms, leaving WTI near $91 and Brent above $103, while the St. Louis Fed president pointed to further tightening over roughly the next six to nine months.
Stacy Rasgon: 'I've never seen a demand cycle like this' in AI chips
Rasgon says chip fundamentals are still improving while share prices sit below June highs, with binding constraints in land, power and clean-room capacity rather than demand, and memory, especially HBM, tight through 2027-28.
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LRCX -0.1% · INTC +3.0% · AMD +1.8%Solaris plans another 2.5 GW of gas-turbine power for AI data centers
Solaris operates roughly 4 GW of power, owns about 1 GW and plans to add 2.5 GW over two years using natural gas turbines, under long-term infrastructure-style contracts.
JPMorgan's Berro: rising yields have created value in duration
Berro describes the global bond selloff as increasingly technical, with US yields underperforming peers; Wellington's Khurana ties higher yields to nominal growth from fiscal spending, AI capex and consumer demand, while noting these drivers are decelerating.