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After the Bell - When Your Biggest Customer Builds the Chip
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Monday, October 12, 2026
Microsoft wants to build more of the chips it buys, while Nvidia is reportedly exploring a larger stake in AI models. Boujie follows a divided AI trade: optical orders booked into 2029 alongside plunging shares, Micron's expanded buyback, and a financing challenge for the entire buildout. Higher oil prices frame a week of bank earnings, inflation data and Taiwan Semiconductor's Thursday results. Steve Jobs' NeXT computer supplies a warning about owning the whole…
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