US stocks rally as CoreWeave surges 25%, Nvidia rebounds; S&P 500, Nasdaq gain over 1%

US equity indices advanced more than 1% in a session led by a 25% surge in CoreWeave shares and a rebound in Nvidia, according to the headline. The move points to renewed appetite for artificial intelligence infrastructure names, with Nvidia's performance feeding through to the broader index given its outsized weight in the S&P 500 and Nasdaq 100. Because both the S&P 500 and Nasdaq 100 are heavily concentrated in mega-cap technology, a rebound in a single AI bellwether tends to lift index-level returns through the capitalization-weighted structure, while risk appetite toward high-beta growth names amplifies the gains. Nasdaq 100 futures and semiconductor-linked exposure are most sensitive to continued momentum in AI-related capital expenditure expectations. Traders will watch upcoming hyperscaler earnings and guidance on data center spending, since any change in cloud capex outlook would directly reprice demand for Nvidia's accelerators and the neocloud providers such as CoreWeave that rent its hardware.

The Nasdaq-100 (NDX) is the US large-cap tech benchmark. NDX is more sensitive to rate decisions than SPX because of longer-duration cash flows, and heavily concentrated in Tech/Comms names — mega-cap earnings season dominates price action.

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