All anyone can think about is the massive IPO coming Friday, AI spending (or overspending) and the war.
Fresh attacks in Middle East saps sentiment.
OpenAI joins the IPO queue (SpaceX and Anthropic) in competition for investor capital.
Quantum stocks get a boost from the US government.
Demand increasingly driven by inference and emerging agentic workloads rather than one-time training cycles.
All eyes on Nvidia results tonight.
The market is waiting for Nvidia earnings.
Despite the selloff, the S&P 500 and the Nasdaq remain close to all-time highs.
Earnings keep supporting the market.
Oil jumps and stock futures slip on renewed US-Iran fighting.
AMD results spark AI stock rally on massive data center demand.
Trump indicated a peace deal may be reached.