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Overview
- Nvidia shares rose after CEO Jensen Huang outlined more than $500 billion in AI chip orders and plans to build seven U.S. supercomputers, reinforcing near-term revenue visibility.
- Nvidia announced a $1 billion equity investment for roughly a 2.9% stake in Nokia via newly issued shares at $6.01, tying its GPUs to Nokia’s 5G/6G and data-center networking efforts.
- Microsoft and OpenAI completed a restructuring that makes OpenAI a public benefit corporation valued around $500 billion, with Microsoft retaining about 27% and a reported $250 billion Azure cloud purchase agreement.
- Apple and Microsoft each briefly traded near $4 trillion in market value, reflecting renewed optimism linked to iPhone demand and AI-driven partnerships.
- Quarterly results from Microsoft, Alphabet and Meta beat forecasts, yet plans for materially higher AI infrastructure spending—particularly data centers—raised investor questions about payback timelines.