GPT-5 Isn’t Up to Speed. Why That Won’t Slow the AI Stocks Boom and 4 Other Things to Know Today. - Barron's
1. AI boom continues as GPT-5 launches, signaling moderate progress. 2. Nvidia's hardware demand remains strong amid ongoing AI investments. 3. CEO Jensen Huang's relationship with Trump may yield favorable policies. 4. Cloud firms are expected to spend $340 billion on data centers this year. 5. Chip tariffs are less burdensome than anticipated, supporting growth prospects.