Strong financial disclosures from leading AI model companies Anthropic and OpenAI have eased market concerns about AI capital expenditures, boosting confidence in the sustained demand for AI hardware. On Monday, Micron Technology's stock rose 4.1%, accumulating a 17.5% gain over five consecutive trading days; SanDisk's stock surged 8.9%, while Western Digital and Seagate Technology also increased by 5.4% and 2.2% respectively. The Philadelphia Semiconductor Index (SOX) closed up 1.6% at 12,621 points that day, rebounding over 20% from its July 29th bottom and re-entering a technical bull market. The preceding bear market lasted only 21 days, the shortest since March 2020. Anthropic's Q2 revenue exceeded $11.5 billion, a nearly 14-fold year-over-year increase; OpenAI's annualized revenue has reached $40 billion, validating the continuous expansion of AI demand.