Nvidia stock was gaining after key partner Taiwan Semiconductor Manufacturing gave an upbeat outlook on artificial-intelligence processor demand.

Founded in 1993, The Motley Fool is a financial services company dedicated to making the world smarter, happier, and richer. The Motley Fool reaches millions of people every month through our premium investing solutions, free guidance and market analysis on Fool.com, top-rated podcasts, and non-profit The Motley Fool Foundation.

Nvidia shareholders are complacent and the options are inexpensive — a good time to set up protective positions.

Tech stocks struggled over the prior quarters, but came booming back to life in Q2. Can this group lead US stocks higher into year-end?

So, Nvidia and Nebius enjoy a close partnership. That's expected to be beneficial for the latter, since the AI chip giant is busy rolling out AI infrastructure around the globe. Importantly, Nebius' results make it clear that it is quickly making its presence felt in the fast-growing cloud AI infrastructure-as-a-service market.

Nvidia said it has filed applications to resume selling H20 GPUs in China and has received assurances that licenses will be granted.

Tech stocks were an outlier, though, and the Nasdaq composite rose 0.2% to set another record thanks to Nvidia, the market’s most influential stock.

AI Giants Fuel Market Surge The stock market has soared to new heights in 2025, driven largely by technology stocks, with artificial intelligence (AI) leaders like Nvidia (NASDAQ:NVDA), Microsoft (NASDAQ:MSFT),