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Wistron Opens $700M Texas AI Factory for Nvidia

Wistron opened its first U.S. factory in Fort Worth, Texas—a $700 million, 324,000-square-foot facility that currently produces Nvidia’s GB300 Grace Blackwell Ultra Superchip and will later manufacture the Vera Rubin Superchip, lifting the stock and signaling a push by Taiwanese manufacturers to expand U.S. AI infrastructure and strengthen Nvidia’s domestic supply chain. The project underscores growing global demand for AI factories and Nvidia’s DSX vision, with automation, local operations, and energy-efficient manufacturing as core features and a potential multiplier for jobs and regional AI capabilities.

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Bandhan Bank shares plunge on RoA downgrade

Bandhan Bank’s shares slid around 10-15% as the lender cut its FY27 exit return-on-assets guidance to 1.2-1.4% from 1.6-1.8%, citing external pressures such as tighter liquidity and higher opex. Despite a 1Q profit jump driven by lower provisions, investors focused on the downgraded RoA outlook and a possible lag in NIM recovery, with analytics noting mixed technical signals and ongoing weakness in near-term price action.

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