Stocks moved higher even as Nvidia (NVDA) traded lower after data center revenue disappointed. However, other stocks tied to the A.I. theme, from energy names like Oklo Inc. (OKLO) to rising cloud computing companies like CoreWeave (CRWV), rallied on the session. Broadcom (AVGO) shares climbed thanks to a price target hike from Oppenheimer. Marvell (MRVL) was left out of the A.I. rally after posting in-line revenue and guidance after hours. Sam Vadas takes investors through an A.I.-heavy session on Wall Street.