Geopolitical movers are taking a backseat to Nvidia's (NVDA) strong statement for the AI trade. Tom White talks about the Mag 7 giant's $500 billion push to treat compute like an asset class, something he sees adding muscle to the backbone of tech. Sticking with tech headlines, Tom explains what's pushing cybersecurity stocks like CrowdStrike (CRWD) and Palo Alto Networks (PANW) to all-time highs, along with reports that Apple (AAPL) will still release its all-glass iPhone.