The S&P 500 closed the session up 0.86 percent while the Nasdaq Composite added nearly a full point, giving the AI and robotics complex a generally positive finish. Nvidia, which dominates the chip landscape, remained effectively flat at a loss of 0.03 percent, with attention split between Chief Executive Jensen Huang’s prediction of 70 percent revenue growth next year and the company’s push to ease multi-agent GPU bottlenecks through a personal AI router. Among peers, Advanced Micro Devices rose 2.49 percent, Taiwan Semiconductor added 1.22 percent, and ASML gained 0.64 percent. BrainChip dropped 3.57 percent and NextDC fell 1.95 percent.
In software and cloud, most mega-caps advanced, with Amazon climbing 1.94 percent and Alphabet up 1.77 percent, despite news that the latter had inked a €13 billion Finnish datacentre deal tapping nuclear power. Microsoft rose 0.65 percent while a researcher resignation and bioweapons safeguard failures at Amazon-backed Anthropic added a sobering tone. Alphabet also announced a rice-methane carbon credit pact. By contrast, WiseTech Global dropped 3.77 percent, Xero fell 2.53 percent, and TechnologyOne shed 1.58 percent.
Among robotics, Symbotic rose 2.51 percent and Intuitive Surgical added 2.41 percent, while DroneShield lost 2.35 percent. Tesla inched up 0.52 percent. In crypto, Ethereum and Solana both climbed 4.15 percent; Bitcoin rose 1.1 percent. Robotics-themed ETFs were mixed, with the Global X Robotics & AI ETF rising 1.5 percent while ASX-listed humanoid-focused funds slipped more than 1 percent. The Australian dollar edged up 0.24 percent as the ASX 200 fell 1 basis point.