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The AI trade gets three important updates today, including Foxconn results this morning and $NVDA and $AMD keynotes after market close. 1. Foxconn beat revenue estimates by 8%, growing at 22% vs. the Street 13%. Foxconn buys Nvidia GPUs and manufacturings some of their products. It's also a positive read on $AAPL iPhone demand for the December quarter. 2. Nvidia’s Jensen CES keynote at 4p ET. Bottom line, I expect comments from Jensen at CES will lead to Street revenue estimates for CY26 to inch higher. For the year, I expect growth north of 65%, vs. the Street at 50% 3. AMD’s Su CES keynote at 9:30p ET. I expect the same positive high level demand comments as Nvidia.