Meme-stock trading led by retail investors is showing signs of reviving in the U.S. stock market, analysts say. Vandatrack said retail buying is turning more aggressive as investors focus more on using tax refunds than on Middle East geopolitical risks. Allbirds surged nearly fivefold intraday after outlining an AI infrastructure pivot and a name-change plan. Other shares tied to AI-transition narratives have also jumped, renewing debate over overheating.

Nvidia has unveiled an open-source artificial intelligence model family called Ising to calibrate quantum computers and correct errors. The company aims to use AI to address key bottlenecks that have held back commercial quantum computing. It chose decoding and calibration as initial applications. Ising includes an error-correction decoding model and a calibration model that automates ongoing tuning work. Nvidia also released guides, training data and Nvidia NIM microservices.