$CRWV reported a record $132.5B revenue backlog, easing AI infrastructure spending concerns. $SMH $QQQ AI stock moves: $AVGO = up 4%, supported by a 75.5% gros

$CRWV reported a record $132.5B revenue backlog, easing AI infrastructure spending concerns. $SMH $QQQ AI stock moves: $AVGO = up 4%, supported by a 75.5% gross margin and strong custom chip demand $TSM = up 5% Separately, the foundry giant plans a $1B investment in OpenAI and Anthropic. Nvidia: …