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Elon Musk confirmed on X that TSMC and his Terafab venture are discussing a role at the planned ~$16.8 billion Texas fab — "just discussions, but something may come of it." Intel had been Terafab's only named manufacturing partner since April 2026, supplying its 14A process, so INTC fell 4.1% premarket to $114.40. No deal, factory role, or timetable has been agreed yet.
Nvidia closed Friday at $233.95, up 1.34%, after touching an all-time intraday high of $237.88 and pushing market cap past $5.7 trillion. The board's record $150 billion repurchase authorization lifts remaining capacity to roughly $235 billion through fiscal 2028. Morgan Stanley raised its target to $250 from $235, and Broadcom to $443 from $409.
AMD has roughly tripled in 2026, up about 195% year to date, and now carries a $1 trillion market cap. The $8.2 billion all-stock purchase of Fei-Fei Li's World Labs — expected to close by year-end — brings Li in as EVP and chief scientist reporting to Lisa Su. Data center revenue rose 107% year over year to $6.7 billion last quarter, but AMD now trades at a richer forward multiple than either Nvidia or Broadcom.
Anthropic could begin formally marketing its Nasdaq listing the week of November 9, with prospective investors pegging fair value at $1.8 trillion to $2 trillion. An investor day is set for October 14 in San Francisco, and some estimates put the raise as high as $100 billion — which would top SpaceX's record $75 billion June IPO. Timing is still fluid.
Micron's record fiscal Q4 and above-consensus guidance have triggered a price-target scramble: Rosenblatt went to $1,900 from $1,500, Mizuho to $1,400 from $1,300. Management says HBM capacity is booked out, with customers signing three-to-five-year supply agreements instead of the old quarterly haggle. Micron is the highest implied-move name on this week's volatility screens despite having already reported.
Western Digital fell 10.22% Friday to $415.29 — a $47.27 single-day loss — after reports Toshiba will spend about $380 million to double hard disk production by fiscal 2027. Seagate dropped roughly 10% alongside it, with Sandisk and Micron also caught in the downdraft. WDC still guides fiscal Q1 EPS of $3.85 to $4.15 and carries a $534.56 average target; shares were up nearly 2% premarket Monday.
Vistra rose 6.2% premarket to $148.70 on reports the administration will extend roughly $4 billion in federal loans to upgrade Perry and Davis-Besse in Ohio and Beaver Valley in Pennsylvania. Energy Secretary Chris Wright is expected to announce the financing at the Perry complex, with DOE framing reactor demonstration projects tied to defense and AI data centers as national-security critical. The move came against softer tape, with Nasdaq futures down 0.21%.
Qualcomm filed to permit holders to resell up to 25 million common shares, stock originally issued as consideration in the June 2026 Modular acquisition — about 17.8 million shares went out in that private placement. Qualcomm itself is not selling and receives no proceeds. Shares were roughly flat at $185.04 after hours.
United Microelectronics slid about 8.4% premarket to roughly $23.07, one of the worst premarket moves among chip names. The pressure is valuation rather than fundamentals — UMC trades near 5.3 times trailing price-to-book versus a pre-cycle average closer to 0.8 times, even after a Q2 revenue beat.
SpaceX closed Friday up 7.4% at $158.96 following three launches inside a 13-hour window, carrying astronauts, a classified US intelligence payload, and Google's first in-orbit AI experiment. The orbital-compute angle is what has AI investors paying attention beyond the launch cadence itself.
