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With Broadgum and AMD rising, the S&P 500 and Nasdaq both saw slight gains.
Rick Reader of BlockRock suggested that while the current tech rally is overheated, it is not the time to sell and leave immediately, as economic indicators released since last July show strong revenue.
Trump conveyed his stance that he will continue negotiations and discuss how to handle Iran's highly enriched nuclear material.
Legendary trader Mark Minervini noted that in years with US midterm elections, the S&P 500 tended to fall in June, but stock prices generally rose by the end of most years.
He stated that because the stock price decline typically seen around June this year has already undergone a correction due to the Iran war, there is a high probability that the S&P 500 will rise in the second half of the year.
Nvidia's Jensen Huang unveiled Cosmos 3.0, a physical AI platform, at GTC 2026. Robots that assemble and transport goods in factories, as well as autonomous vehicles, are also implemented using Physical AI.
Jensen Huang states that the era of Physical AI has already arrived. He mentioned that Doosan Robotics, Samsung Electronics, LG Electronics, and Skilled AI are all involved in Physical AI. He stated that they will cooperate as key partners in the Physical AI era, going beyond simply being HBM suppliers.
Personally, I believe the era of Robot AI is still a bit premature.
You can read more detailed story about Physical AI and how can I set up retirement portfolio including Physical AI sector ETFs.