Carol Masser

TSM, Taiwan Semi up about one and a third percent.

And you're seeing Micron also higher off its best levels in the aftermarket, but still up, Tim, about eight tenths of a percentage point.

All right, folks, we're watching NVIDIA.

Charlie, thank you so much for that breakdown on all of that.

NVIDIA shares continuing to trade higher.

A couple of headlines also crossing that we want to bring to you.

NVIDIA says it secured supply to meet demand for several quarters.

So we talk about supply constraints often when we're talking about NVIDIA and the AI demand.

Also, NVIDIA is saying the United States granted a license to ship H200 chips to China-based clients.

So they've granted a license for specific China-based customers.

The U.S.

license is to ship small amounts of the H200 to China.

So we were looking for some clarification on its business in China, something that they've certainly been looking for.

But they're saying that they've got it.

So well done, NVIDIA, right?

Does this...

Does this, in your mind, I mean, I always feel like you're the calm voice of saying the AI spend is still happening.

Everybody relax a little bit.

But it's accelerating.

That's what you're getting from this.