Saturday, August 29, 2026. $SPX booked weekly gains as $NVDA fueled a fresh AI rally, while $SANM raised its 2026 outlook on data-center demand. Crypto caught a Warsh slap—exchanges bounced off the lo

$SANM's AI data-center outlook lift is the real tell: not just $NVDA, but the buildout is hitting contract manufacturers. $NXPI declares a $1.014 dividend—cash flow still solid even as AI capex gets questioned. $NVDA wants to run the world's robots and China is an eager customer. That's the geopolitical tension: AI hardware demand ignores export walls until it doesn't. The robot push still runs through Dutch lithography: $ASML is the bottleneck, with $ASMLF, $1QZ.F, and $7KY.F giving US and European accounts different doors into the same trade. The issue is, $NVDA's compute-financing denial means circular funding is now a permanent feature of AI capex. Cracks are showing, but the market keeps buying the dip. A judge ruled the Trump administration illegally punished Anthropic. Good signal for AI labs fighting Washington, bad signal for anyone using regulation as a moat. $BTC fell below $78,000 after Warsh's Jackson Hole comments, but $COIN and $HOOD rallied as Bitcoin headed toward its

$SANM's AI data-center outlook lift is the real tell: not just $NVDA, but the buildout is hitting contract manufacturers. $NXPI declares a $1.014 dividend—cash flow still solid even as AI capex gets q