Editorial companion

What stands out

Jensen Huang briefly leapfrogged Mark Zuckerberg and Larry Ellison on the billionaire list after Nvidia surged about 9 percent on a blowout earnings report, a tidy reminder that markets can remap personal fortunes overnight. The move is not trivia. It signals investors willing to reprice AI winners when revenue and profits validate demand, and it cools the earlier narrative that AI appetite was fleeting. Oracle is the quieter counterpoint here, showing how legacy cloud and enterprise software can capture AI spending without the same headline volatility.