With $1.4 trillion tracking indexes and $218 billion in leveraged funds, the answer increasingly lies in the plumbing of markets rather than in the company's earnings.
Privacy-preserving techniques are extraordinarily compute-intensive, creating structural demand for NVIDIA's accelerated computing in regulated industries.
The U.S. government’s discretionary controls over OpenAI’s GPT-5.6 raise constitutional questions and threaten competitive dynamics in the AI industry.