Today's AI and US stock market highlights: 1. The 7-day winning streak is broken! SPY, QQQ, SMH, and VGT dropped 0.2-2%. Finally a dip—time to buy more! 2. SPCX plans to borrow another $40 billion to buy NVDA chips, kicking off a crazy expansion mode. NVIDIA is making bank! 3. HPE defied the trend, surging 3% to hit a new 73-week high. They launched their 13th-gen servers powered by AMD's 6th-gen processors, designed specifically for enterprise AI workloads. 4. AVGO is helping OpenAI secure funding to buy chips, with an expected $50 billion financing round. Broadcom is doing it all—selling chips, lending money, and even providing guarantees. What a powerhouse! 5. Storage profits are off the charts! Micron and NVIDIA are projected to contribute 34% of Q3 earnings growth, surpassing the combined total of 490 companies in the S&P 500. MU skyrocketed 4%!