OpenAI launched its GPT-6 Astra language model last Thursday, matching Anthropic’s Claude 5 at less than half the cost due to significant token efficiency gains. Wall Street enthusiasm over the new model is triggering a rally in stocks closely tied to OpenAI, including chipmakers, cloud platforms, and hardware producers. Analysts at Melius Research cite Arista, AMD, Broadcom, Oracle, Microsoft, and CoreWeave as the primary beneficiaries. Memory chipmakers such as Micron Technology, SK Hynix, and Samsung Electronics are also emerging as key beneficiaries due to increased workloads from advanced LLMs. A selection of stocks most closely linked to OpenAI is outperforming the S&P 500 since Astra debuted.
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