Cooling supplier AVC began seeing a small revenue contribution from Vera Rubin in September, according to Citi. The bank expects shipments to ramp up in Q4 2026. At Auras, Citi expects Vera Rubin inner and rack manifolds to support Q4 revenue growth. Its cold plates for the platform are still undergoing qualification.

Oil cooling off and bond yields moving lower are giving the market some much-needed breathing room. $VIX is holding levels, while today’s broader market participation looked healthier. Energy stocks are also catching a bid. Now all eyes turn to $NVDA earnings tomorrow — a big day for AI and potentially the broader tech sector. The reaction could set the tone for the next market move.