Group 1 - SoftBank has completely sold its stake in NVIDIA, resulting in a nearly 3% drop in NVIDIA's stock price [1][3] - The U.S. Senate passed a budget bill to end the government shutdown, leading to a new high for the Dow Jones index, which rose by 1.18% to 47,927.96 points [1][2] - AMD's CEO Lisa Su stated that the AI data center market is expected to exceed $1 trillion by 2030, although AMD's stock fell by 2.65% on the same day [5][2] Group 2 - CoreWeave, a cloud computing company invested in by NVIDIA, saw its stock drop by 16% after lowering its revenue forecast for 2025 from a maximum of $5.35 billion to between $5.05 billion and $5.15 billion due to slow data center construction [3] - Novo Nordisk's experimental drug coramitug showed a 48% reduction in NT-proBNP levels at a 60 mg/kg dose in Phase II trials, leading to a 7% increase in its stock price [8] - Google announced a €5.5 billion ($6.4 billion) investment in data centers in Germany, while Microsoft plans to invest $10 billion in AI infrastructure in Portugal [14]

Market Overview - The U.S. stock market showed mixed results with the Dow Jones reaching a historical high, driven by expectations of an end to the government shutdown [1] - The Senate passed a budget bill to end the government shutdown, which is now under consideration by the House of Representatives [1] - Concerns over high valuations in AI stocks led to a decline in companies like Nvidia, which saw a sell-off after SoftBank liquidated its Nvidia shares for $5.8 billion [1][2] Employment and Economic Data - Recent ADP data indicated a loss of an average of 11,250 jobs per week in the U.S. private sector over the last four weeks, contributing to negative market sentiment [2] Stock Performance - The Dow Jones increased by 559.33 points (1.18%) to close at 47,927.96, while the Nasdaq fell by 58.87 points (0.25%) to 23,468.30 [3] - The S&P 500 rose by 14.18 points (0.21%) to 6,846.61, with healthcare and energy sectors performing well, while the technology sector declined by 0.72% [3] Notable Company Movements - Nvidia's stock dropped by 2.96%, reflecting broader concerns in the AI sector [4] - CoreWeave, an Nvidia-invested cloud computing company, lowered its revenue guidance for the year, further pressuring AI stocks [2][4] - AMD's CEO stated that the AI data center market is expected to exceed $1 trillion by 2030, with significant growth anticipated in their data center business [6] - Google announced a $6.4 billion investment in Germany for data center construction, marking a significant commitment to European infrastructure [7] - Microsoft plans to invest $10 billion in Portugal for AI infrastructure, collaborating with Nvidia and other partners [8]