# AI capex — X 热门讨论 (2026-09-17 16:39 UTC)
## @Udoh_Graceee (modern day woman 📿) · 09-17 03:35 · ♥63 ↻3 💬5 The Fed just delivered the rate hike. Now the bigger question for semis is: where does the tightening cycle go from here?
That matters because semiconductor stocks tend to react not only to the rate decision, but to how much uncertainty remains around future hikes.
AI capex is still a major part of the semiconductor story, so if the market gets more clarity around the Fed’s path, attention can shift back toward chip demand, earnings and AI infrastructure spending.
I’m watching SOXQ closely on @BingXOfficial TradFi as the market digests the latest FOMC signal.
#FOMC #Semiconductors
Trade the semiconductor setup on BingX TradFi
https://t.co/8DcOnpAhIz https://x.com/Udoh_Graceee/status/2100428424556724538
## @Priyannkaaaa (Priya) · 09-17 14:42 · ♥37 ↻5 💬6 🚨 Gemini 4 Pro Leaks: Coming next three days
>Gemini 4 Pro is expected to beat Astra and Fable 5.1 >Google has released the first checkpoint for its upcoming Pro model >Google's own exec calls their massive AI capex a bet on reaching RSI not something achieved yet, but the scale of investment behind this model >Gemini 4 Pro could finally launch in October There's also a chance Google drops it in late September
Do you think it can beat Astra? https://x.com/Priyannkaaaa/status/2100596134179922281
## @LeaderInvests (TheGentleTraveler) · 09-17 11:38 · ♥33 ↻1 💬5 $CLSK announcing a BIG Senior Secured Notes Offering. $2.227 Billion.
Let's see how this impacts price action.
Previous times most names sold-off because of this.
Raise of capital was needed for AI Capex. > 引用 @AIStockSavvy: 📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $CLSK CleanSpark, Inc. Announces Proposed Offering of $2.227 Billion of Senior Secured Notes
https://t.co/ZcpRcwyyYh https://x.com/LeaderInvests/status/2100549894553423931