Today’s Market Recap：U.S. Stocks Rally Across the Board as Nvidia Shakes Up PC Chip Market; Oil Surges 8%

NVIDIA Taipei GTC: Vera Rubin enters full-scale production, and NVIDIA enters the PC chip and robotics markets. Jensen Huang announced that NVIDIA will launch the new Vera CPU for AI agents and the Nemotron 3 Ultra AI model. OpenAI, Anthropic, and SpaceX have already confirmed as the first customers to deploy the Vera CPU. In addition, NVIDIA has partnered with Unitree Robotics to expand into the robotics field.

Nvidia unveils its RTX Spark processor for Windows PCs, aiming to become the next-generation gateway to AI PCs. This new processor is designed to challenge Intel, with Nvidia stating it will partner with Microsoft to reshape the Windows PC in the era of personal AI. RTX Spark will power the world's first Windows PCs built specifically for personal intelligent agents.

Alphabet, Google's parent company, announced an $80 billion funding plan, with Berkshire Hathaway investing $10 billion. Alphabet plans to raise $80 billion in equity, comprising a $30 billion parallel underwritten public offering, a $40 billion market offering, and a $10 billion private placement from Berkshire Hathaway.

Anthropic has secretly filed its IPO prospectus and could go public as early as this fall. Anthropic has taken a crucial step towards listing ahead of OpenAI. Investment banks point out that whoever goes public first will have priority access to substantial funding that supports AI companies. OpenAI CEO Altman downplayed the race to go public on Monday, stating, "We will go public when we believe the time is right."

Server giant HPE saw its revenue surge 40% last quarter, with profits far exceeding expectations, prompting it to significantly raise its guidance for the current fiscal year. Following in the footsteps of Dell and Lenovo, HPE stock price rose nearly 40% in after-hours trading. The strong results indicate continued strong demand in the server market.

A gas leak occurred at SK Hynix chip factory in South Korea, prompting the evacuation of 3,600 people and injuring six.SK Hynix stated that production at the affected factory will not be interrupted and that the exact cause of the incident is currently under investigation. This incident has drawn widespread attention to the global memory chip supply chain.

The chart below lists the ten most actively traded stocks on Monday. With their massive trading volumes and excellent liquidity, these assets have become key benchmarks for tracking global market dynamics.