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mahtab jamal
#AMDQ3HeliosRevenue
$QQQ held a 0.6-point lead over flat $SOXX into the final hour. $HPE kept its order-led gain and $NVDA strengthened, but $MU faded before earnings and $ARM reversed lower, leaving the close positive without broad semiconductor confirmation.
$HPE $65, +5.6%
$HPE held its morning gain after Vultr placed a $1.2B order for $AMD Helios AI Rack by $HPE systems. $HPE said Helios was excluded from its FY27 guide, while $AMD $610, +0.4% shows the tape is assigning more near-term.
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