Brent fell 2.7% to $105.83 after Saudi Arabia began moving more crude through Oman, partially relieving the immediate supply squeeze. Hormuz traffic, however, remains extremely depressed.
The post-Fed market is stabilising: global equities rebounded as Treasury yields retreated and Brent eased to $104.82, although both borrowing costs and energy remain restrictive. The important investment message is that the macro shock has eased slightly,e no hard evidence of AI infrastructure demand rolling over.
$Broadcom(AVGO)$ just reported perhaps the strongest confirmation: Q3 AI semiconductor revenue was +221% YoY and +54% QoQ, with Q4 AI semiconductor revenue guided to +236% YoY. Q3 FCF was $13.7B, or 46% of revenue.
$Taiwan Semiconductor Manufacturing(TSM)$ official August revenue was NT$514.8B, +53.3% YoY, bringing Jan–Aug growth to 39.3%.
$NVIDIA(NVDA)$ latest Q2 FY27 filing shows revenue of $96.2B, +106% YoY, with Data Center at $89B, +117%.
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