Nvidia has done it again. A blowout earnings report sent its shares surging, adding some US$442 billion in market value in a single day. But as Nvidia grows ever more powerful, is its sheer size becoming a risk for the wider market?

Michelle Martin looks at Nvidia’s extraordinary rally and what it says about confidence in the AI boom, before turning to Fed Chair Kevin Warsh’s crucial Jackson Hole speech, why CrowdStrike is benefiting from the rise of AI-powered cyber threats, why Marvell fell despite raising its forecasts, what Seatrium and Petrobras could be planning for Asian natural-gas demand, and why Frencken wants to raise S$100 million.

And finally: meet one of the more unexpected winners of the data-centre boom.

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