Foxconn just had its biggest month ever, driven by AI server demand — good news for the company, its investors, and Taiwan's booming stock market.

• Foxconn's September sales crossed NT$1 trillion for the first time, up 38% from a year ago.
• AI servers and new product launches did the heavy lifting; third-quarter sales jumped 47% from last year.
• Taiwan's stock index surged past 49,700 to a record close, with TSMC hitting an all-time high and foreign investors piling in with one of the biggest single-day buys on record.
• Weak US jobs data lifted hopes the Fed will hold off on rate hikes, pushing Asian markets higher with Taiwan and Japan leading.
• Not everyone is winning: pineapple-cake maker Vigor Kobo is delisting after the mainland tourist boom faded.

Outlook: Foxconn expects a strong fourth quarter as the year-end tech shipping season meets continued AI expansion, with its tech day at the end of October the next thing to watch.