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Market Overview - US stock market closed higher, with the Dow Jones Industrial Average rising for the fourth consecutive trading day [2][3] - The Dow increased by 0.51% to 42,519.64 points, the S&P 500 rose by 0.58% to 5,970.37 points, and the Nasdaq gained 0.81% to 19,398.96 points [3] Chip Sector Performance - Chip stocks saw widespread gains, with the Philadelphia Semiconductor Index up 2.72% [7][8] - Notable performers included Onsemi, which rose over 11%, Microchip Technology up over 6%, and Nvidia increasing over 2% [8] Nvidia Highlights - Nvidia's market capitalization reached $344.58 billion, reclaiming its position as the largest US publicly traded company [9] - Jefferies analyst Blayne Curtis included Nvidia in the "highest conviction" stock list, citing the ramp-up in production of the new Blackwell chips as a key driver [9] - UBS reported that Nvidia and Oracle are expected to benefit significantly from the Texas "Gateway to the Stars" AI data center project, potentially generating up to $20 billion in GPU revenue for Nvidia [9] Broadcom Developments - Broadcom's stock hit an all-time high, with the Tomahawk 6 switching chip, deemed the "AI network heart," starting deliveries to major cloud service providers and network equipment manufacturers [9] Economic Outlook - The OECD downgraded the US economic growth forecast for 2025 from 2.2% to 1.6%, citing the impact of tariff policies and increased uncertainty [6] - Global growth expectations were lowered to 2.9%, with inflation projected to rise to 3.2% in the US, potentially nearing 4% [6] - Deutsche Bank raised its year-end target for the S&P 500 from 6,150 to 6,550, attributing this to reduced impacts of tariffs on corporate earnings and strong US economic performance [6]