Nvidia (NVDA) CEO Jensen Huang took the stage at GTC 2026 today in San Jose. His keynote spanned AI factories, DLSS 5, IBM (IBM) and Google (GOOGL) Cloud partnerships, healthcare, robotics, and telecommunications.

In short, there is apparently no industry Nvidia doesn't already own… or plan to.

— Brooks & Cas

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You can't buy SpaceX stock (yet), but you can trade its output.

Back-to-back Falcon 9 launches from California and Florida last weekend pushed SpaceX's 2026 flight count to 32, and the market is now nearly 50/50 on whether they clear 15 launches in March alone.

At this pace, the harder question might be how they'd miss.

📈 | Meta (META) rose on reports that it will lay off 20% or more of its workforce to offset AI spending.

📈 | Micron Technology (MU) plans to build a second manufacturing site in Taiwan.

📈 | Dollar Tree (DLTR) rose despite mixed fourth-quarter results.

📈 | National Storage Affiliates (NSA) soared after agreeing to be acquired by Public Storage (PSA) for roughly $10.5B.

📈 | Upstart (UPST) jumped after BTIG upgraded the stock to Buy.

The Rating: Analyst Faisal Khurshid initiated coverage of Abivax at Buy, calling obefazimod a "unicorn" in inflammatory bowel disease (IBD) treatment, given its strong clinical efficacy in a simple oral format.

The Thesis: The global IBD market could exceed $30 billion by 2030, and obefazimod's profile makes Abivax better positioned than its competitors.

The Follow-On: Since its positive trial results last summer, the stock has risen more than 1,000%. But Khurshid believes there’s more room to run. The analyst’s gut calls: a “de-risked” Q2 readout, a clear path to regulatory approval for obefazimod, and a soon-to-be-tapped Crohn's market.

That’s what NVIDIA’s CEO said, calling AI “the largest infrastructure buildout in history.” Their chips helped make it happen. Now they’re collaborating with Miso Robotics for key robotics advances. Miso’s restaurant-kitchen-AI robots logged 200K+ hours for brands like White Castle. And NVIDIA helps unlock up to 35% faster performance. 100k+ US fast-food locations are in need, a $4B/year opportunity for Miso.

Invest in Miso Today

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🛢️ | US average gas prices hit $3.70 a gallon as the Trump administration works to announce a coalition of nations to escort ships through the Strait of Hormuz.

🎧 | Apple (AAPL) launched the AirPods Max 2 at $549, featuring the H2 chip and live translation.

🎬 | One Battle After Another won Best Picture at the 98th Academy Awards, with Michael B. Jordan taking Best Actor for his dual-role performance in Sinners.

✈️ | Executives from major US airlines called $0 TSA paychecks during the government shutdown "simply unacceptable".

Are you bullish or bearish on Linde PLC (LIN) over the next 12 months?

▇▇▇▇▇▇ 🐂 Bullish

▇▇▇▇▇▇ 🐻 Bearish

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