00:00A quiet market is masking a sharp split inside chips.
00:04Cerebras is up 5.1% after fresh validation of its OpenAI relationship,
00:10while Intel is down 3.1% as a potential rival partnership raises new competitive questions.
00:19First, Yahoo! reports that OpenAI chief Sam Altman called Cerebras a close partner.
00:24That endorsement is worth watching, because the broader technology sector is showing little conviction before the open.
00:34Cerebras is up 5.1% pre-market.
00:38The company makes specialized chips for training and running artificial intelligence models,
00:43and Yahoo! cited Altman's partnership comments as one factor supporting the shares,
00:49while easing concern about Cerebras' role in OpenAI's infrastructure plans.
00:54The question for the open is whether that partnership-driven bid holds during regular trading.
01:01Now to the other side of the chip split.
01:04Multiple Yahoo! reports say Taiwan Semiconductor is exploring a potential collaboration
01:10with Elon Musk's Terafab venture, raising questions about Intel's position in the project.
01:17Intel is down 3.1% pre-market, even as the broader technology sector is roughly flat.
01:25According to multiple Yahoo! reports, the decline followed reports of talks between Taiwan Semiconductor
01:32and Terafab about a potential collaboration, which could challenge Intel's position
01:38as the project's previously named manufacturing partner.
01:41That company-versus-sector divergence makes Intel worth watching when regular trading begins.
01:49At the open, the key picture is a company-specific split inside an otherwise quiet chip market.
01:56Cerebras has fresh partnership validation from OpenAI's chief executive.
02:02Intel faces renewed competitive questions around Terafab.
02:06Watch whether Cerebras' early bid holds and whether Intel remains under pressure.
02:13Those are the two chip stories to watch at the open.
02:16This recap reflects pre-market trading before the 9, 30 AM ET open prices,
02:23and today's confirmed events may change once regular trading begins.
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