- CoreWeave reported a robust quarter and promising outlook.
- OpenAI quarterly revenue reached $10 billion.
- TSMC approved up to $1 billion in investments in Anthropic and OpenAI.
CoreWeave's strong quarter and OpenAI's $10 billion revenue reignited AI optimism. Chip stocks surged, Nasdaq up 1.6%. Caution remains on Fed rate hike expectations and valuation discipline.
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