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New Chip Rally Comes with a Warning Attached","url":"https://stock-news.laohu8.com/highlight/detail?id=2666456265","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666456265?lang=en_us&edition=fundamental","pubTime":"2026-09-11 13:30","pubTimestamp":1789104600,"startTime":"0","endTime":"0","summary":"Chip stocks seem to have turned a corner. 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Digest -Wall Street Journal - September 11","url":"https://stock-news.laohu8.com/highlight/detail?id=2666545865","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666545865?lang=en_us&edition=fundamental","pubTime":"2026-09-11 13:14","pubTimestamp":1789103643,"startTime":"0","endTime":"0","summary":"PRESS DIGEST -Wall Street Journal - September 11Sept 11 -The following are the top stories in the Wall Street Journal. Reuters has not verified these stories and does not vouch for their accuracy.- The Pentagon is in talks to lend roughly $5 billion to AI cloud-computing startup Fluidstack, adding the U.S. military to the growing list of financiers of artificial-intelligence infrastructure.- Lineage, the world’s largest cold-storage operator by capacity, is suing solar-panel provider Altus Power and contractor Pearce Services, alleging their negligence caused a fire that destroyed a Los Angeles warehouse.- Prediction markets platform Kalshi is planning to seek regulatory approval to start offering the first regulated perpetual futures tied to single stocks in the U.S.- Andrew Tulloch, the AI researcher who was offered a pay package worth more than $1 billion to join Meta PlatformsMETA.O, is leaving the company to join Anthropic.- Positron AI, a startup developing chips to run AI 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The bank expects aggregate advanced packaging capacity to grow about 50% in 2028, even as cloud service provider capital expenditure rises a more modest 12%. Larger AI chip designs and growing use of advanced packaging for CPUs and networking processors are expected to support demand, while supply chain checks point to continued expansion by TSMC and its partners. The report also sees AI custom chip activity as robust, helped by new industry partnerships and inference-related 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