
AMD-OpenAI contract boosts market; resources, power, and miners also expand benefits (2025/10/06)
AI-related stocks rose on the back of large contracts with AMD and OpenAI; IREN, BITF, and other miners also strengthened on HPC linkage; CRML and IONR saw sharp growth in resource stocks on government investment and policy support; and the market was boosted by both real demand and policy support in defense AI (AISP), energy storage (EOSE), and nuclear power (NNE). Defense AI (AISP), energy storage (EOSE), and even nuclear power (NNE) spilled over, pushing the market higher on both real demand and policy.