Artificial Intelligence Stocks

U.S. stocks jumped Thursday morning as Nvidia’s stronger‑than‑expected earnings and guidance lifted AI shares and a mixed, delayed September jobs report boosted hopes for a December Federal Reserve rate cut. By 9:35 a.m. ET, the S&P 500 rose 1.7%, the Dow gained 581 points, and the Nasdaq climbed 2.2%, while CME FedWatch showed market odds of a December cut near 42%, up from about 30% a day earlier. Walmart rose after beating expectations and raising its outlook as investors parsed retail and tech leaders for signs of consumer and AI strength.