WS #15078
Nvidia's announcement of a $150 billion stock buyback has provided a significant liquidity anchor for the semiconductor sector, with AMD and Micron seeing institutional dark pool buying and pre-market gains. This is reinforced by Anthropic's filing for a $2 trillion IPO and OpenAI's revenue run rate nearing $70 billion, validating the massive capital expenditure cycle. The market is rewarding infrastructure builders (NVDA, AMD, MU) while ignoring consumer-facing tech volatility.
AI Infrastructure & Chip Rally
Nvidia's announcement of a $150 billion stock buyback has provided a significant liquidity anchor for the semiconductor sector, with AMD and Micron seeing institutional dark pool buying and pre-market gains. This is reinforced by Anthropic's filing for a $2 trillion IPO and OpenAI's revenue run rate nearing $70 billion, validating the massive capital expenditure cycle. The market is rewarding infrastructure builders (NVDA, AMD, MU) while ignoring consumer-facing tech volatility.