Tech, Media & Telecom Roundup: Market Talk

A facts-only brief, written by a local AI model from this article in The Wall Street Journal, November 4, 2026. It may contain mistakes, and it is not the article: the full story is at wsj.com.

Advanced Micro Devices reported that its data center segment sales nearly tripled in the third quarter, driven by expanded deployments for inference and training by frontier labs and hyperscalers. CEO Lisa Su stated that the company began shipping MI455X chips to major clients including Anthropic, Meta, and Microsoft, and expects Helios deployments to increase substantially in the fourth quarter. Following the announcement, AMD shares rose 7% in after-hours trading.

Background

• Asian tech stocks experienced mixed reactions to U.S. midterm election results, with Japan’s Nikkei hitting a five-month low while Chinese and Hong Kong indices rebounded.
• Analysts noted that a Democratic sweep in Congress could increase regulatory scrutiny on AI and data center buildouts, potentially affecting the sector’s trajectory.
• European semiconductor stocks, including ASML and Infineon, gained modestly despite concerns over AI regulation.
• Citi highlighted that Goodman Group’s data center pipeline is de-risking, with the HKG09 site pre-leased and a 20-year lease signed for a Tokyo campus.

Read the full article at wsj.com

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