Editorial companion

What stands out

Tom White opened with Nvidia's $500 billion push to treat compute like an asset, a blunt reminder that AI is no longer an experimental theme but a capital-allocation pivot for big tech. The segment also flags cybersecurity's rally and an Apple iPhone rumor, shorthand for product and security narratives that still move money. With Nvidia posting triple-digit year-over-year (YoY) gains and trading near a mid-range relative strength index (RSI), the clip frames where capital is chasing infrastructure instead of geopolitics.