Welcome to Markets Desk, your midday read on the stories moving the needle.
Nvidia CEO Jensen Huang took the stage at Carnegie Mellon University this weekend, telling graduates there has never been a better time to launch a career. At a moment when public anxiety around artificial intelligence is running high, Huang's tone was deliberately optimistic, a posture he has maintained consistently across recent public appearances, and one that carries weight given Nvidia's central role in the AI buildout.
Shifting to nuclear energy, NuScale Power is drawing renewed attention as the only company in the United States holding a government-approved design for a small modular reactor. Analysts are weighing whether the stock has a credible path toward one hundred twenty dollars, a target that would require significant execution on a technology that remains commercially unproven at scale but strategically critical.
And in Southeast Asia, Malaysian property developer Mah Sing is pivoting hard toward the artificial intelligence economy, leveraging its land holdings in the Klang Valley and Johor to attract data center operators. The conglomerate reported decade-high real estate sales of six hundred thirty three million dollars in two thousand twenty five, and leadership sees natural spillovers from Malaysia's broader economic momentum as the region positions itself as a data infrastructure hub.
That's the tape. Markets Desk, signing off the floor.
