U.S. futures and European indices opened higher Wednesday after the S&P 500 and Nasdaq each posted fresh all‑time highs. A surge in chip maker Nvidia lifted the Nasdaq, with the stock jumping 2.29% and Bitcoin also climbed, buoyed by the broad market lift on the back of strong earnings optimism.

The rally reflected a broader tech rebound, as investors chased growth names after a prolonged period of rate‑side uncertainty. Nvidia’s AI‑related revenue outlook has become a barometer for the sector, prompting a spillover into peers and lifting risk‑on sentiment across both Atlantic markets this week.

President Donald Trump touched down in Beijing Wednesday for high‑profile talks with President Xi Jinping. The agenda is expected to cover the ongoing Iran conflict and the strategic implications of artificial intelligence. Trump’s delegation featured Jensen Huang, Apple chief Tim Cook, and Tesla founder Elon Musk, underscoring the tech‑politics crossover.

Investors will watch how the diplomatic overture influences chip demand and AI policy, while the market’s momentum tests whether the tech surge can sustain broader equity gains. For now, the record‑setting session confirms that AI‑centric stocks remain the engine driving among global equity enthusiasm.