NVDA (Nvidia) reached an all-time high following news of CEO Jensen Huang joining a presidential trip to China, while NBIS (Nebius) beat Q1 expectations with $399M in revenue and raised its 2026 power capacity outlook. F (Ford) rose on potential energy storage deal rumors valued at $10B, HOOD (Robinhood) reported strong April growth in assets and deposits despite weaker crypto volumes, and CSCO (Cisco) beat Q3 estimates while raising its FY26 AI infrastructure outlook. Private market activity saw Anduril and Anthropic raise capital at multi-billion dollar valuations, with Cerebras and SpaceX identified as upcoming market events.