Nvidia Rises Nearly 9% as AI Debate Fuels Volatility in Mega-Cap Stocks

AI-related uncertainty and shifting macro narratives are driving sharp swings in major U.S. stocks, while gold and Bitcoin have also gained more than 10% and 20%, respectively, over the past month and week. According to ChainCatcher, the market is increasingly reacting to earnings reports and major commentary as investors debate whether AI stocks are in a bubble or still supported by strong demand. Nvidia rose nearly 9% after its latest earnings report and comments from CEO Jensen Huang about an AI inflection point. SK Hynix CEO Kwak Noh-Jung said global memory chip shortages are expected to last until the end of 2030, adding that oversupply risks remain low and that AI customer demand is still strong. The article argues that investors focused on long-term themes may prefer assets tied to AI, gold, and Bitcoin rather than short-term trading around weekly price moves.