Group 1: Nvidia and Nokia Partnership - Nvidia announced a $1 billion investment in Nokia to establish a strategic partnership aimed at accelerating AI-RAN innovation and leading the transition from 5G to 6G [7][8][13] - Nvidia will acquire shares at a subscription price of $6.01 per share, resulting in a 2.9% ownership stake in Nokia [13] - The partnership includes collaboration on next-generation 6G mobile communication technology, with Nokia adapting its 5G and 6G software to run on Nvidia's chips [13] Group 2: Market Reactions - Nvidia's stock price surged nearly 5%, reaching a market capitalization close to $5 trillion, with an intraday increase of over 6% [9][11] - Nokia's stock experienced a significant rise, increasing nearly 30% at one point, and ultimately closing up over 22%, with a market capitalization exceeding $40 billion [11][13] Group 3: Broader Market Context - On the same day, the U.S. stock market indices continued to reach historical highs, with the Dow Jones Industrial Average up 0.34%, the S&P 500 up 0.23%, and the Nasdaq up 0.8% [3][4] - Major tech stocks, including Microsoft and Tesla, also saw gains, contributing to the overall positive market sentiment [4]

Group 1: Nvidia and Nokia Partnership - Nvidia announced a $1 billion investment in Nokia to establish a strategic partnership aimed at accelerating AI-RAN innovation and transitioning from 5G to 6G [6][11] - Nvidia will acquire a 2.9% stake in Nokia at a subscription price of $6.01 per share, contingent on customary closing conditions [11] - The collaboration will involve adapting Nokia's 5G and 6G software to run on Nvidia's chips and developing AI-native 5G-A and 6G networks [11] Group 2: Stock Market Performance - On October 28, US stock indices reached new historical highs, with the Dow Jones Industrial Average up 0.34% to 47,706.37 points, the S&P 500 up 0.23% to 6,890.89 points, and the Nasdaq up 0.8% to 23,827.49 points [2][3] - Nvidia's stock rose nearly 5%, approaching a market capitalization of $5 trillion, while Nokia's stock surged nearly 30%, closing up over 22% with a market cap exceeding $40 billion [8][9]

Core Viewpoint - Nvidia has announced a strategic partnership with Nokia, investing $1 billion to accelerate AI-RAN innovation and transition from 5G to 6G [2][9][14] Group 1: Nvidia's Investment and Market Reaction - Nvidia's stock price surged nearly 6%, with its market capitalization approaching $5 trillion following the announcement [2][10] - Nokia's stock experienced a significant increase, rising nearly 30% at one point and ultimately closing up over 22%, with a market cap exceeding $40 billion [12][14] Group 2: Details of the Partnership - Nvidia will invest $1 billion at a subscription price of $6.01 per share, acquiring a 2.9% stake in Nokia [14] - The partnership aims to develop next-generation 6G mobile communication technology, with Nokia adapting its 5G and 6G software to run on Nvidia's chips [14] - T-Mobile US will collaborate with both companies to test AI-RAN technology, with field tests expected to begin in 2026 [14] Group 3: Market Context - On the same day, the U.S. stock market indices reached new historical highs, driven by expectations of interest rate cuts and positive earnings forecasts from tech giants [4][5] - Major tech stocks, including Nvidia, Microsoft, and Tesla, saw significant gains, contributing to the overall market rally [5]