NVIDIA Corp (NVDA)

Shares of online community and discussion platform Reddit (NYSE:RDDT) jumped 5.1% in the morning session after the major indices rebounded (Nasdaq +1.5%, S&P 500 +1.0%) as reports pointed to easing tensions between Israel and Iran. The Wall Street Journal said senior Iranian officials had signaled a willingness to restart stalled nuclear talks, on the condition that Washington refrain from joining Israel's ongoing strikes. 

Shares of energy drink company Celsius (NASDAQ:CELH) jumped 6% in the afternoon session after TD Cowen upgraded the stock from Hold to Buy, adding that the "growth story is heating back up." The firm expects shares to trade higher amid improved confidence in the brand following the integration of the Alani Nu acquisition and wider distribution.

Nvidia Corp's lesser-known bet, Nebius Group NV, is gaining attention on Wall Street after raising $1 billion and flashing a Golden Cross, a bullish technical signal.

Cloud computing and semiconductor stocks have been at the forefront of the tech bull market throughout the AI revolution.

Broadcom and Marvell Technology are flexing serious silicon muscle as demand surges for custom AI ASIC chips .

Blockticity Launches Avalanche L1 for $1.2B Trade COAs

The renewed US-China trade truce reached in London left critical military-use rare earth export restrictions unresolved.

Taiwan has added Huawei and SMIC to its export control list to curb China's access to advanced chip technology, aligning with U.S.-led efforts to restrict Beijing's AI and semiconductor ambitions.

Top mid-cap stocks gain, led by energy companies due to increased oil prices from Middle East conflict. Oklo, Bausch Health, Quantum Computing among top performers.

Data centers receive much of the AI hype, but the longer-term opportunity lies beyond them, in the real-world uses that will affect people's lives.