An estimated 650 companies from 60 countries have gathered at the China International Supply Chain Expo in Beijing.

The stock is worth $4 trillion for a good reason. Nvidia's dominance in AI chips allows it to earn very high margins. Nvidia made $77 billion in net income on $148 billion of revenue over the last year, and its net income has increased 892% over the last three years.

Nvidia CEO Jensen Huang said the Trump administration is letting it sell its advanced H20 computer chips to China — a reversal in policy.

Nvidia CEO Jensen Huang contradicts Anthropic CEO's 'white-collar apocalypse' prediction, suggesting AI will augment jobs while encouraging workers to adapt.

Another big inflation report is due before the open, along with earnings from chip-gear giant ASML and Goldman Sachs.

With Nvidia, AMD, and Broadcom’s customers currently ramping AI chips, KeyBanc analysts see those three companies in a favorable position ahead of the next batch of earnings reports.

Technology stock valuations are hovering near all-time highs, but some value plays are hiding in the background.