Our Summary:Nvidia is considering investing another $1 billion in Figure AI, the humanoid robotics startup, in a deal that could further solidify the company's position in the AI-powered robotics market. The talks have not been confirmed, and no deal terms have been disclosed. Nvidia has already invested in Figure's Series C funding round, which raised over $1 billion and valued the company at $39 billion. Figure has raised approximately $1.9 billion in total funding, with earlier backers including Microsoft, OpenAI, and Intel. The partnership would allow Figure to train models on Nvidia's Vera Rubin GPUs and deploy them on Nvidia GPUs inside its robots, addressing the company's need for more data and computing resources to speed up development.

Our Summary:Microsoft and Nvidia have announced the Surface Laptop Ultra, a powerful laptop built around Nvidia's RTX Spark platform and the Grace Blackwell superchip. The device is designed for serious AI workloads, with a unique architecture that allows for local processing without cloud subscription required. The Surface Laptop Ultra features a 15-inch mini-LED display, up to 6,144 CUDA cores, and a price tag of $2,000-$7,000, making it a premium product in the market.

Our Summary:SpaceX is seeking $40 billion in debt to buy Nvidia AI chips, raising concerns over its stock performance despite a recent 15% run. The deal, expected to close in 2027, will test whether credit markets can support the demand for AI infrastructure. SpaceX's market value has risen to $2.17 trillion, but its shares still sit 24% below their 52-week high.

Our Summary:SpaceX is reportedly seeking a $40 billion financing package led by Apollo Global Management to buy Nvidia chips, following a trend of large investments in AI infrastructure. The company has committed to Nvidia hardware and has significant non-cancelable commitments, but the exact terms and timeline of the deal are unclear.

Our Summary:Nvidia has partnered with six Wall Street giants to raise over $500 billion in financing for AI infrastructure, aiming to provide GPU purchases and data center construction. The initiative frames AI hardware as a revenue-generating asset class, comparable to aircraft leasing or utilities.

Our Summary:Boost Run, Inc. has secured a five-year cloud services agreement with AI company Cohere Inc. worth $525.6 million, pushing the company's cumulative contracted revenue past $2.6 billion. The deal marks a significant milestone for Boost Run, a recognized NVIDIA Preferred Cloud Partner.

Our Summary:Nvidia's stock has surged to an all-time high, pushing the company's market value above $5.8 trillion and closer to a $6 trillion valuation. The chipmaker's strong earnings report and growing dominance in AI infrastructure have contributed to the rally, with its market capitalization rising by $1.2 trillion in 2026.

Our Summary:Nvidia has climbed to 5.21% of the MSCI All Country World Index, making it the single largest stock in the benchmark, which represents the entire investable world. This milestone matters as it affects global passive investing and portfolio tracking.

Our Summary:Nvidia has surpassed Apple in valuation, reaching a market capitalization of $5.786 trillion, surpassing Apple's $4.889 trillion. This marks a significant milestone for the company, which is driven by its artificial intelligence technology.