(https://www.cnbc.com/2026/06/24/these-chipmakers-are-climbing-thanks-to-sky-high-cpu-demand-ubs-sees-more-gains.html) a bullish catalyst for $AMD and $ARM. Same day, (https://www.cnbc.com/2026/06/24/sk-hynix-nasdaq-adr-listing-south-korea.html)—not because growth is accelerating but because margins are compressing and cash needs are acute.

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