Senate funding vote and chip pricing define Sunday headlines

U.S. markets were closed, leaving QQQ and SPY unchanged. The Senate's temporary funding bill, Trump's tariff-dividend proposal, SanDisk's NAND price increase, TSMC revenue growth and Microsoft's ROCm toolkit set the day's context.

Published Aug 25, 2026

QQQ: 0.00%
SPY: 0.00%
QQQ − SPY: 0.00%

What shaped the session

Funding and tariff policy

The Senate's temporary funding bill and the proposed tariff-funded dividend supplied the main U.S. policy developments.

Chip pricing and demand

SanDisk's NAND price increase and TSMC's October revenue growth provided fresh supply-chain signals for AI infrastructure.

AI platform competition

Microsoft's CUDA-to-ROCm toolkit added a concrete challenge to Nvidia's software ecosystem and linked AMD more closely to the platform contest.

Key news

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