US stocks opened higher: Dow +0.9%, S&P 500 +1.2%, Nasdaq +1.5%. Semiconductors
led gains—NVIDIA +1.9% after CEO Jensen Huang said NVIDIA’s chip shipments next
year will be twice this year’s; ARM +8%, MARVELL +5.1%. Cloud GPU provider
Nebius +9.8% after announcing it will raise some GPU compute prices from Oct. 1;
ORACLE +2.3% and Amazon +2% rose with cloud peers.