8-K filing — CROWN CASTLE INC. (CCI)
Filed: 2026-11-05 AccNo: 0001051470-26-000094 Size: 563 KB Item 7.01: Regulation FD Disclosure Item 9.01: Financial Statements and Exhibits
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The Nasdaq 100 recovers from Thursday's OpenAI-driven selloff while T-Mobile sinks 12% on SpaceX's spectrum deal and the 10-year yield holds near 5.26%.
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Filed: 2026-11-05 AccNo: 0001051470-26-000094 Size: 563 KB Item 7.01: Regulation FD Disclosure Item 9.01: Financial Statements and Exhibits
AMD CEO Lisa Su dismissed AI spending fears, calling markets short-sighted and reaffirming long-term demand despite the chip sector’s selloff.
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Following the recent semiconductor sell-off, the article compares AMD and TSMC as AI investment opportunities for 2027. While AMD competes directly in the AI chip market with strong growth (34% revenue increase), TSMC benefits from manufacturing chips for multiple industry leaders with superior profitability (45.1% margin). TSMC is recommended as the better buy due to its lower valuation (23.8x forward P/E vs AMD's 63.0x), stronger financial position, and broader exposure to the AI industry without dependence on a single chip designer.
Nvidia's forward P/E fell to 15.2x, below Kimberly-Clark's 15.5x. The AI chipmaker now trades cheaper than 22 of 33 consumer staples stocks.