Nvidia Gains and Chinese Tech Stocks Sink

Nvidia is dominating the markets as investors show confidence in AI spending, even amidst economic uncertainties. Walmart's $3.6 billion stake sale in JD.com puts pressure on Chinese tech stocks, revealing the fragility of e-commerce dynamics. Meanwhile, Ford pivots its electric vehicle strategy, abandoning plans for a new all-electric SUV. The conversation also touches on the challenges of growth in AI investments and the impact on chip makers, highlighting the complex interplay of technology and market forces.