Despite rivals, Nvidia's AI lead is secure until 2026. Analyst predicts continued growth for Nvidia and potential for Palantir to reach $1T market cap. Big Tech's spending is building a new industrial revolution.
Nancy Pelosi's investment in Databricks, made through Forge Investments, sees significant gains as Databricks' valuation jumps to $130B. Nvidia and Ark Invest also benefit from early investments.
Former Intel supervisors propose a government-led buyout to revive the struggling chip giant. The plan involves splitting Intel and investing up to $100B to compete with TSMC and bolster US chip ecosystem.
Tariff ceasefire with China boosts markets short-term, but China's actions on Nvidia chips create uncertainty. Gold ETFs gain from policy clarity amid geopolitical market intersections.
