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Market Daily Report: Bursa Malaysia Ends Nearly Flat As Construction Stocks Attract Buying

 KUALA LUMPUR, Sept 8 (Bernama) -- Bursa Malaysia closed almost flat on Tuesday as buying interest rotated away from index heavyweights towards smaller-cap construction stocks, with sentiment affected by geopolitical uncertainty, said an analyst. At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) eased 0.39 of a point to 1,714.40 from Monday’s close of 1,714.79. The benchmark index opened 1.65 points lower at 1,713.14 and moved between 1,710.44 and 1,714.50 throughout the trading session. The broader market was almost evenly balanced, with decliners leading gainers 548 to 546, while 598 counters were unchanged, 1,107 were untraded and 25 were suspended. Turnover expanded to 4.13 billion units valued at RM3.14 billion from 3.60 billion units valued at RM2.45 billion on Monday.
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OpenAI Teams Up with Broadcom to Build AI Chips, Challenging Nvidia

Key Takeaway

OpenAI is working with Broadcom to design and produce its own AI chips starting in 2026, a move that could shake up Nvidia’s dominance in the accelerator market. The first chips are expected to ship next year and will initially be used internally.

What’s Happening

  • Partnership: OpenAI will leverage Broadcom’s expertise to bring custom AI accelerators to market.

  • Competition: The chips are designed to rival Nvidia’s GPUs, which currently lead the AI hardware space.

  • Broadcom’s Confirmation: CEO Hock Tan said Thursday that one prospective customer (likely OpenAI) has already released production orders, boosting its fiscal 2026 AI revenue outlook.

Market Impact

  • Broadcom (AVGO): Likely to benefit from long-term AI demand beyond just hyperscalers.

  • Nvidia (NVDA): Faces potential competition if OpenAI chips prove efficient and scalable.

  • AI Ecosystem: More custom-built chips could diversify supply chains and reduce reliance on Nvidia.

Investor Angle

  • If successful, OpenAI’s chip project could reduce costs for its own operations and open the door for wider commercialization.

  • Broadcom gains credibility as a serious AI chip foundry partner.

  • For Nvidia, this signals a rising challenge from major AI firms designing in-house solutions.

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