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● The stock was still down roughly half for the year.
● The PHLX Semiconductorindexclosed at 10,033.93, its best day since July 30.
● Notifications to employees start in December.
● Bloom makes solid-oxide fuel cells that give data centers on-site power.
● China extended rare-earth export relief, lifting industrial peers.
● Data-center powerDemandand China trade relief were the two main themes.
● Full-year 2026 guidance rose to a range of $12.50 to $12.80 per share.
● Revenue of $9.55 billion beat the $9.37 billion estimate.
● The size of the stock's own move could not be confirmed.
● Lumentum and Ciena also jumped, as did Seagate and Western Digital.
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