(These are the market notes on today's action by Mike Santoli, CNBC's Senior Markets Commentator.) They say bull markets peak on good news, but not today. OpenAI's latest gargantuan commitment for computing capacity via AMD chips – one that will be largely financed through a 10% equity position in AMD that was granted to Open AI — again punished anyone who bet that the AI hype was fully priced in. The brute force of the $1 trillion-plus in infrastructure commitments over the next several years has been too much for the immediate skepticism about the unfunded promises and overlapping spender/vendor relationships to offset. Indeed, the story of the market this year can be framed as trillions in capital and spending power being unleashed by the private sector and governments (Germany with a h

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