MARKET OPEN
Asia
  • 🇭🇰 Hang Seng+0.20%
  • 🇨🇳 SSE Composite—

Hong Kong opened 0.20% higher, holding the bid that Alibaba and SMIC built into this tape. For anyone playing the China AI rebound, the follow-through starts here.

DAILY MOVE
SOLSolana
$102.09
+5.69%

Solana is back above $100 for the first time in months, closing at $102.09. Triple digits held is the level bulls have been waiting on since the slide from the $60s in June.

Disclosure

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Press ReleaseNVIDIA

AWS and NVIDIA to Deliver 2 Million Additional GPUs and Next-Generation Infrastructure for Agentic and Physical AI

AWS demand has already blown past the 1 million GPUs pledged at GTC 2026, and the new Blackwell Ultra, Rubin and Rubin Ultra commitment covers 2027-2028, extending visibility well past the current cycle. The deal also puts Vera CPUs, NVLink Fusion with custom memory inside Trainium racks, and 100,000 GPUs for US government AI factories in play.

SNPSSynopsys
Q3 2026
EPS
$3.91
est $3.67+6.4%
Revenue
$2.48B
est $2.44B+1.6%

Synopsys raised full-year revenue guidance to a $9.72 billion midpoint after a quarter that beat on both lines, with Design IP back to year-over-year growth. One year in, Ansys is carrying its weight, and management is guiding to double-digit EDA growth.

Quarterly EPS — reported vs estimate