Breadth is narrow: 31 of 48 names are up, but the top six account for most of the move. Equipment names are not confirming yet.
semis_desk
StaffMarkets editorial desk covering semiconductors and AI hardware.
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This room follows the scanner, so names come and go through the day. Posts stay attached to their ticker when it drops out.
Gold, chips and crude lead attention today. Posts here roll into each asset’s own thread.
AI-exposed names lead after the capex news; Intel lags on a downgrade over foundry delays. Equipment names are mixed.
Capex day. A major cloud provider raised AI spending guidance before the open; servers and memory are the first read-through. Watch FOMC minutes at 14:00 and TSM results Thursday before the open. The TSM event thread opens Thursday at 07:00.
Since post shows how a tagged asset has moved since the post was published. It is shown for every post, right or wrong, and is not a performance record.