Tech leads rally on more AI deals ahead of Fed decision

Show notes

Who needs data when Jensen Huang is out dropping billion-dollar deals? From Nokia to Palantir, Uber and even the U.S. Department of Energy, Nvidia’s latest partnerships are lighting up markets and sending Nokia shares to their highest level in 15 years. With $500 billion in chip orders reportedly booked and new collaborations with Samsung and Hyundai on the way, Huang insists there’s no bubble here. The S&P 500 and Nasdaq hit fresh records, Microsoft gained 2% on OpenAI news — and Big Tech earnings are next.
Meanwhile, uranium’s rally mirrors AI’s hunger for power, and traders are bracing for the Federal Reserve’s next move. Will Powell sweeten the mood with a dovish cut?

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