The Dow Jones rallied Friday on strong key economic data. Apple, Nvidia stock and Tesla rebounded from Thursday's heavy losses.

While we wait for Apple's future Mac mini to provide stronger gaming performances, the Asus ROG NUC will certainly suffice.

What exactly is UALink? Simply put, UALink is an industry effort to compete with Nvidia’s dominance in AI hardware. Specifically, the standard aims to compete with Nvidia’s proprietary NVLink technology. This piece from Tom’s Hardware last fall explains:

Alphabet has become a leader in artificial intelligence (AI) and it's embedding the technology across many of its legacy businesses, including Google Search. Let's explore why this tech giant has a clear path to joining the exclusive $3 trillion club in 2025.

To that end, the computer starts at $3,000 and comes with a 20-core GB10 Grace Blackwell Superchip and 128GB of unified memory. Configuring a Mac mini with the M4 Pro chip, which has a 14-core CPU, and 64GB of RAM, costs $2,499 with 1TB of storage. A 1TB Mac Studio fitted with a 24-core M2 Ultra and 128GB of RAM brings the price to $4,799.

Robotics have been a foundational element of Nvidia’s stratospheric growth in recent years. When the chip maker announced GR00T in March of last year, it

The Taiwanese company foresees spending $38 billion to $42 billion on technology and capacity upgrades this year, exceeding the $35.2 billion estimate

Nvidia (NASDAQ: NVDA) briefly take the title of the largest company in the world, as measured by market capitalization, before seeding the position back to Apple. Microsoft was also a contender, holding the top spot for some time,

Investing.com -- Argus has Apple Inc (NASDAQ:AAPL) and NVIDIA Corporation (NASDAQ:NVDA) its one the top stock picks given their leadership in generative AI and hardware innovation. Apple ...

"We could go back to quarters where the stock sells off, bears come out of hibernation mode, stock goes to $100, then all of a sudden, two months later, back up to all-time highs," Ives continued. "These knee-jerk reactions, it’s easy to get scared by them because they don’t say anything about near-term demand."

Nvidia GeForce Now is about to get a dedicated app on Steam Deck and start supporting streaming via browser on several virtual and mixed reality headsets.

One area I like to review is what stocks have emerged as my largest holdings and how they came to dominate my portfolio, as this can provide keen insight for the future. Start Your Mornings Smarter! Wake up with Breakfast news in your inbox every market day.