KG: Mag 7, NVDA & CRWV "Keeping AI Story Alive for Now," USAR Soars

Market Overview - Market breadth is expanding with significant participation, with only one sector initially in the red [2] - Positive momentum observed, particularly in the MAG 7 stocks, with Microsoft and Nvidia showing strong performance [4][5] Nvidia and Core Weave Investment - Nvidia plans to invest approximately $2 billion into Core Weave at a share price of $87.20, which will enhance Core Weave's production capacity using Nvidia's technology [8] - This investment is expected to generate long-term revenue for Nvidia and keep the AI narrative active in the market [6][8] Rare Earths and Critical Minerals - The U.S. is acquiring a 10% stake in USA Rare Earth for around $1.6 billion, alongside an additional $1 billion in private investment [12][13] - This move is aimed at boosting domestic production capabilities in the rare earth sector, which is crucial for national security and reducing reliance on China [16] Commodities Market - Gold prices have surged, surpassing $5,000, while silver and copper are also experiencing significant increases due to geopolitical risks and supply disruptions [17][19] - The U.S. dollar has weakened, impacting commodity prices positively as the dollar declines [22]