WS #14067

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Applied Materials guides Q4 above expectations, SanDisk surges on investor day, and OpenAI's revenue run-rate exceeds $40B, reinforcing AI-driven demand for chips and infrastructure.

Semiconductor and AI momentum

Applied Materials guides Q4 above expectations, SanDisk surges on investor day, and OpenAI's revenue run-rate exceeds $40B, reinforcing AI-driven demand for chips and infrastructure.

Full world state #14067