AI demand continued to drive semiconductor, data-center and technology developments, while OpenAI revenue comparisons unsettled AI-infrastructure shares and highlighted differences between recognized revenue, annualized run rates and other business measures. TSMC reported record third-quarter revenue of NT$1.49 trillion ($46.71 billion), up 50% year over year and above the NT$1.46 trillion analyst forecast, while Samsung forecast a record $80 billion quarterly operating profit as memory prices rose. Companies including Marvell, Applied Digital, Broadcom, SpaceX and GlobalFoundries announced or pursued AI infrastructure, financing or manufacturing initiatives, while Apple, Tesla, Meta, TikTok and other technology companies faced product, regulatory or strategic developments. OpenAI’s annualized revenue reportedly neared $50 billion in September, approximately $20 billion below earlier indications, although reporting attributed much of the difference to accounting methods involving cloud partners rather than weaker demand, canceled contracts or lost business.