AI trading has diverged, with the 30-day correlation between major U.S. capital expenditure firms and the semiconductor index nearing zero.

Jensen Huang, after posting his debut on X, is currently adding accounts to his follow list. As of press time, Huang follows 35 accounts, six of which are part of NVIDIA’s official account matrix. The rest focus on CEOs of major tech firms and U.S. venture capital leaders, with an emphasis almost entirely on the AI infrastructure ecosystem. The accounts fall into five categories: First, AI-native companies and model ecosystem leaders, including Sam Altman of OpenAI, Dario Amodei of Anthropic, Demis Hassabis of Google DeepMind, Arthur Mensch of Mistral AI, Clem Delangue of Hugging Face, and Aravind Srinivas of Perplexity. Second, CEOs of global tech giants, such as Satya Nadella of Microsoft, Sundar Pichai of Google/Alphabet, Tim Cook of Apple, Andy Jassy of Amazon, Mark Zuckerberg of Meta, and Michael Dell of Dell. Most of these firms are key players in AI computing power, cloud services, end devices, or enterprise AI. Third, investment and startup ecosystem figures, including a16z, Marc Andreessen, Ben Horowitz, Garry Tan of Y Combinator (YC), and Gavin Baker of Atreides. Fourth, chip and hardware industry partners, such as Lip-Bu Tan of Intel and Cristiano Amon of Qualcomm. Though small in number, these represent key nodes in the semiconductor supply chain that both compete and intersect with NVIDIA. Fifth, enterprise software and security infrastructure players, including Palantir, George Kurtz of CrowdStrike, Marc Benioff of Salesforce, Bill McDermott of ServiceNow, and Arvind Krishna of IBM. These firms align with AI use cases in government and enterprise, data, security, and process automation.

According to multiple sports media outlets, 41-year-old NBA superstar LeBron James has finally decided to join the Philadelphia 76ers. The event has remained highly popular on prediction markets. Data from Predict.fun shows that the probability of James joining the 76ers was only 7.8% earlier, and has now reached 99%.

Elon Musk reposted a post on X, commenting "I fully support this. Jensen is right", publicly backing NVIDIA CEO Jensen Huang’s open letter—signed earlier by Huang—advocating for the importance of open models. In related prior reports, Huang made his first post on X, stating that open models are of great significance for AI security, innovation diffusion, and technological sovereignty.

Michael Saylor, founder of Strategy, announced in a post that STRC has become the largest holding in three leading U.S. preferred stock ETFs, with a combined position size of $756 million. The three ETFs include BlackRock’s PFF, Virtus InfraCap’s PFFA, and VanEck’s PFXF. Saylor stated, “Digital credit is entering the institutional mainstream.”

According to Bitget's market data, WTI crude oil plunged 5.00% intraday, currently trading at $88.15 per barrel.

Yemen’s Houthi group said Thursday it struck two Saudi oil tankers. A Pakistani official noted that a cessation of Houthi attacks on Saudi Arabia and other Gulf states would be a "precondition for the resumption of U.S.-Iran talks," adding that Pakistan has conveyed this message to Iran.