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Two major negative factors impact but fall short of expectations; AI hardware stocks find support, Philadelphia Semiconductor Index rises for two consecutive days.

Two major negative factors impact but fall short of expectations; AI hardware stocks find support, Philadelphia Semiconductor Index rises for two consecutive days.

``` Resistance to data center construction and open-source models are seen as overinterpreted; the fundamentals of semiconductor demand remain solid On Tuesday, the semiconductor sector led by memory chip manufacturers surged over 5%, outperforming the broader market for two consecutive trading days. According to Bloomberg analysis, although short covering provided short-term
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Altman of OpenAI will introduce the next-generation AI model to U.S. officials; the U.S. AI review framework is expected to be completed within a few weeks.

Altman of OpenAI will introduce the next-generation AI model to U.S. officials; the U.S. AI review framework is expected to be completed within a few weeks.

``` OpenAI CEO Sam Altman plans to visit Washington next week to brief Trump administration officials and members of Congress on the upcoming generation of artificial intelligence models. This visit comes as the United States accelerates the establishment of AI safety review mechanisms. Chris Lehane, OpenAI’s global head of public
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