Stocks roared back to life on Monday as the United States and China agreed to ease tariffs for 90 days, sparking optimism in the markets. The temporary reduction in trade barriers signals a potential thaw in the trade tensions between the two largest economies.

An analyst reports that while NVIDIA’s Blackwell ramp is modest now, a significant increase is anticipated in the second half of the year. This expected surge could have important implications for the tech giant and the industry at large.