---
title: "☕️ [Task Coins Giveaway] Daily Market Talk — Nvidia's Huang: Chip Sales to Double Next Year"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000904563.md"
description: "Nvidia's Jensen Huang said at a UK AI summit that Nvidia will sell twice as many chips next year as this year — chip stocks surged across the board the day after the Fed's hike. Let's dig in 👇💬 Chip s..."
datetime: "2026-09-18T03:01:37.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000904563.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000904563.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000904563.md)
author: "[Captain's Watch](https://longbridge.com/en/profiles/24747427.md)"
generator: "portal-rs"
---

# ☕️ [Task Coins Giveaway] Daily Market Talk — Nvidia's Huang: Chip Sales to Double Next Year

Nvidia's Jensen Huang said at a UK AI summit that Nvidia will sell twice as many chips next year as this year — chip stocks surged across the board the day after the Fed's hike. Let's dig in 👇

**💬 Chip stocks just posted their best day in weeks, one day after a rate hike — is this AI conviction, or relief that the hike is finally over?**

## 📊 Quick Recap — What Moved & Why

### 🇺🇸 US — Nvidia's Huang: Chip Sales to Double Next Year

**🔑 Key Event:** Nvidia's Jensen Huang said at a UK AI summit (with King Charles III, DeepMind, OpenAI and Anthropic leaders) that $NVIDIA(NVDA.US) will sell **twice as many chips next year** as this year. Chip stocks surged across the board: $Intel(INTC.US) **+7.67%**, $AMD(AMD.US) **+6.36%**, $Micron Tech(MU.US) **+5.50%**; all three major indices closed up.

> @LazyCat : I think this is an expectations recalibration rather than a fundamental demand collapse... I'm holding on to my Nvidia shares.

**👀 Other to Watch**

**Company news**

-   $Coreweave(CRWV.US) **-4.16%** despite $25B+ in new bookings — the market focused on its $3.5B convertible-note and 35M-share dilution instead.
-   The AI-infrastructure trade rallied broadly: $Nebius(NBIS.US) **+4.12%**, $Oracle(ORCL.US) **+5.19%**, $Arm(ARM.US) **+8.57%**.

**Macro**

-   Goldman now expects another Fed hike in October, reversing its "done for this cycle" call; JPMorgan and Morgan Stanley still lean December.
-   Bank of England held at 3.75% for a 6th straight meeting (6-3) and slowed its bond runoff.
-   US jobless claims came in at 196K, below the 208K expected — a still-strong labor market.

### 🇸🇬 Singapore — STI Eases Despite the US Rally

**🔑 Key Event:** $FTSE Straits Times Index(STI.SG) closed Thursday at 5,660.52, then eased **-0.25%** to around 5,646 this morning, even as US markets rallied hard.

> @Shyon : For Singapore, I am also watching the banks closely. DBS, OCBC and UOB have held up relatively well, but the Fed decision could quickly shift expectations.

**👀 Other to Watch**

-   All three local banks eased slightly: $DBS(D05.SG) **-0.16%**, $OCBC Bank(O39.SG) **-0.19%**, $UOB(U11.SG) **-0.21%**.

### 🇭🇰 HK/China — HSI Extends the AI Rally, Alibaba Leads

**🔑 Key Event:** $Hang Seng Index(00HSI.HK) closed Thursday at 24,604.29, then rose **+0.70%** to around 24,777 this morning, extending the AI-driven rally.

**👀 Other to Watch**

-   $BABA-W(09988.HK) led megacap tech, **+3.04%**; Tencent, Xiaomi and Meituan were little changed.

## 📅 Upcoming Key Events

| **When (SGT)**         | **What**                                                                                                                      |
| ---------------------- | ----------------------------------------------------------------------------------------------------------------------------- |
| **Today, Fri 18 Sept** | 🇺🇸 **September OPEX / quad witching day**; S&P quarterly index rebalance takes effect                                         |
| **Tue 22 Sept**        | 🇺🇸 Qualcomm Snapdragon Summit; AutoZone earnings   🇨🇳 Alibaba shareholder meeting, 8pm; Alibaba Cloud Summit begins, Hangzhou |
| **Wed 23 Sept**        | 🇺🇸 Meta Connect; General Mills, Paychex & Cintas earnings   🇨🇳 Alibaba Cloud Summit continues                                 |
| **Thu 24 Sept**        | 🇺🇸 Costco, Accenture & Darden Restaurants earnings   🇨🇳 Alibaba Cloud Summit concludes                                        |

👇 Drop your take (20+ words) & click "Repost" to earn 288 Task Coins ✨  
🚫 No duplicates · ⏰ Deadline: Sept 18, 2026, 11:59 PM SGT

Not investment advice, just market talk 🙏

### Related Stocks

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [INTC.US](https://longbridge.com/en/quote/INTC.US.md)
- [AMD.US](https://longbridge.com/en/quote/AMD.US.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [CRWV.US](https://longbridge.com/en/quote/CRWV.US.md)
- [NBIS.US](https://longbridge.com/en/quote/NBIS.US.md)
- [ORCL.US](https://longbridge.com/en/quote/ORCL.US.md)
- [.DJI.US](https://longbridge.com/en/quote/.DJI.US.md)
- [.IXIC.US](https://longbridge.com/en/quote/.IXIC.US.md)
- [.SPX.US](https://longbridge.com/en/quote/.SPX.US.md)

## Comments (39)

- **TheCollector · 2026-09-18T15:59:06.000Z**: quad witching happens four times a year and it seems to suggest high volatility, which should be good for option premiums.
- **NewUser_zS0M8w  · 2026-09-18T15:18:57.000Z**: It's the last trading day of this hectic week, where we've seen low downs prior to FED's decision as well as the post rate hike's uptrend. Today could be another consolidating day as investors digest the mid to long term implications of the recent rate hike (and potentially 1 more rate hike this yea
- **Fattycat · 2026-09-18T14:27:51.000Z**: BTC above 80k 😛
- **NewUser_VM0QD · 2026-09-18T08:57:13.000Z**: Personally quite surprised that market rally on 17 Sep. But my guess is the price has been priced into the market. Nvidia’s expectation of doubling chip shipments next year reinforces the strength of AI demand. But will this demand extend to the semiconductor industry and lift the entire market is s
  - **Captain Leo** (2026-09-18T11:03:55.000Z): The way you separated what was already known from what was genuinely new is the harder half, and most people skip straight to the second part. Whether one supplier's volumes spread to the rest of the 
- **koolgal · 2026-09-18T08:06:40.000Z**: 🌟🌟🌟One of the most important news today is the Bank of Japan raising its interest rate to 1.25%. This elevates Japanese borrowing costs to its highest level in 31 years since 1995.The biggest risk to the global market is the Japan carry trade.  When it cracks, the fallout spreads far beyond Japan, c
- **Valenxis · 2026-09-18T07:55:19.000Z**: Only during the day of interest hike, theres more downward movement, but the rebound after that is fast, so it offset the interest hike news and get rid of those weak hands.
- **NewUser_Unm6i · 2026-09-18T07:46:29.000Z**: Intel, AMD, Micron Tech, Nebius, Oracle, Arm, stocks increase. However, Coreweave decreases though has new bookings.Local Straits Times and local banks stocks prices lower. Good news for Hang Seng Index and Baba Hong Kong Stocks rise.
- **Dacai · 2026-09-18T07:45:18.000Z**: It’s another one of those yoyo days, going up after a period of down. I must say Jensen Huang is sharp and knows what the market likes to hear.
  - **koolgal** (2026-09-18T08:08:39.000Z): Jensen Huang is definitely up there with his technical know how and charisma.
- **dingdongbell · 2026-09-18T06:33:16.000Z · 👍 1**: Typical market over reaction to the Fed hikes before realising its all priced in. Institutions wait for retail to sell the news and promptly bought up the sale.
- **Heroic Lifesaver · 2026-09-18T05:55:22.000Z · 👍 1**: The market wants certainty and the Fed provided that. So once the market had a rough idea of the way forward, they digested the information and realised that they could afford it. The end. 🤓
- **win win · 2026-09-18T05:09:25.000Z · 👍 1**: The Federal Reserve decided to hike the interest rate by 0.25%, The market expected another rate hike in October. Is  REIT related stock in hot soup ?
  - **koolgal** (2026-09-18T08:07:31.000Z): Yes SReits will be affected by higher interest rates.
- **NewUser_CkrdqW  · 2026-09-18T04:54:59.000Z · 👍 1**: Nvidia is still the primary force moving forward, at least in the next few years. The share price may be moving slowly but definitely one of the more stable stocks that u can hold without worrying too much.
- **Darkwinter · 2026-09-18T04:53:21.000Z · 👍 1**: No major economic news, but need to watch out for oil prices which causes inflation.
  - **Fattycat** (2026-09-18T04:59:46.000Z): Will be a slow day. Boring. 🥱.
- **NewUser_ThinkSwim · 2026-09-18T04:52:48.000Z · 👍 1**: The banks are affected however, $SGX(S68.SG) will be a relatively good investment if it drops down to the $12 range (hopefully) otherwise slowly DCA will be a better option in the long run. *Note for myself do not all in as when crisis appears sgx will also be affected.
  - **koolgal** (2026-09-18T08:09:12.000Z): Yes I like $SGX(S68.SG)too.
- **NewUser_hCn26 · 2026-09-18T04:42:56.000Z · 👍 1**: Jensen Huang’s projection of doubling chip sales proves that fundamental AI demand remains unfazed by macro tightening. The post-hike chip surge signals market relief and strong conviction, reaffirming that long-term AI infrastructure spending easily trumps short-term rate headwinds.
- **  八方来财！ · 2026-09-18T04:17:42.000Z · 👍 1**: my personal point of view is there is still room for AI to grow and just invest constantly and build a solid portfolio. I am more depend on STI for regular income . Just do it and be patient and consistent.
  - **Fattycat** (2026-09-18T04:39:14.000Z): Blue chip REITs are so attractive now 🤗
- **Pardha · 2026-09-18T04:11:00.000Z · 👍 1**: NVDIA is everywhere. Should keep this stock in the portfolio.
- **紅不讓 · 2026-09-18T04:07:44.000Z · 👍 1**: Storage stocks rebound first, with people spinning stories every day—ghost stories non-stop, shadows everywhere!
- **relf · 2026-09-18T04:05:04.000Z · 👍 1**: What a surprise. A rally followed after the interest rate hike. Once again, showing time in the market is better than time in the market.
  - **Fattycat** (2026-09-18T04:35:18.000Z): Difficult to predict market. May be it is a fake rally before the fear is back again🤔
- **TheRaccoonAnalysis · 2026-09-18T04:02:59.000Z · 👍 2**: Nvidia’s expectation of doubling chip shipments next year reinforces the strength of AI-related semiconductor demand and supports broader industry sentiment. The resulting gains in Intel, AMD and Micron indicate investors are extending the AI growth narrative beyond Nvidia toward CPUs, memory and ot


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**