Germany Hesse CPI (YoY) climbed from previous 2.4% to 2.6% in September

TradingKey - Intel fell in the chip sector selloff triggered by Samsung’s ‘only 6% ahead’ Q2 beat. Perplexity chose Nvidia’s Vera chip over Intel in AI speed tests. INTC at $113 recovering. July 23 earnings is the reset.

TradingKey - According to reports from LatePost, multiple sources within Tesla's supply chain have revealed that Tesla recently issued specific procurement guidance for Optimus parts to its suppliers. The company requested that production capacity be increased to 1,000 units per week by September of this year, and further raised to between 2,000 and 2,500 units per week by the end of the year. Based on the year-end weekly capacity estimate, suppliers will have the capability to supply parts for approximately 100,000 Optimus units annually to Tesla by the end of the year.

Micron rebounds from ascending trendline support as AI-driven HBM demand continues to reshape earnings. Can MU extend toward $1,103 after record Q3 results?

Reuters says DeepSeek is building its own AI chip to cut ties with Nvidia. NVDA slipped 2% on the news but still holds $197. The chart has flipped to a long setup. 61 analysts Buy at $301 avg target.

Japanese and South Korean stock markets opened higher and continued to rise, with the KOSPI Index and the Nikkei 225 index gaining to varying degrees. SK Hynix and Kioxia surged by approximately 8%, while Samsung Electronics and SoftBank tracked the gains.