Capitalist Insider: Chip sales explode 60% as AI demand refuses to die

Sharp washout leaves memory chips trading at bargain levels

Hello Capitalist Insiders!

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• Chip sales explode 60% as AI demand refuses to die

• Sharp washout leaves memory chips trading at bargain levels

• Hot CPI and ugly auction send 10-year yield jumping toward 5%

• SoftBank posts $7B loss after massive US data center writedown

• China hits second $1T surplus as AI exports surge 35%

• Commercial real estate: income up, values down in rate squeeze

• DraftKings crushed as $700M prediction-markets bet spooks Street

• PepsiCo slashes 1,000 positions amid soft North America demand

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Taiwan Chip sales explode 60% as AI demand refuses to die

Taiwan Semiconductor’s October sales surged 59.7% year over year in local currency as the AI boom continued and the stock edged higher after the disclosure.