Milei AI speech lifts Nvidia, Microsoft case

That argument keeps Nvidia and Microsoft at the center of the investable AI story. Nvidia shares ended the latest session at $228.86, above both its 50-day and 200-day moving averages, after rebounding from a late-summer pullback; the stock’s RSI reading at 54.1 points to a more balanced setup after a series of volatile swings. Microsoft closed at $509.22, also above its 50-day and 200-day moving averages, with RSI at 59.0, underscoring how the market still rewards companies seen as direct beneficiaries of enterprise AI spending.

The broader backdrop is one of persistent optimism, but not complacency. Adalytica’s AI sentiment snapshot sits at 54, neutral, while awareness is at 50, suggesting the theme remains widely watched but not euphoric. At the same time, the quantitative tightening sentiment index has dropped to 4, or extreme fear, a reminder that macro liquidity conditions can still pressure high-multiple growth names even when the AI narrative remains intact.

Milei’s comments also fit a wider policy debate over how fast governments should move on AI oversight. He acknowledged the need for prudence, but rejected fear-based restrictions, a stance that will resonate with companies arguing that regulation should not slow deployment before the economic gains are clear.

For investors, the message is straightforward: the AI trade is moving from pure hype toward proof. The next catalysts are corporate earnings, capital-spending guidance and any fresh policy moves that shape how quickly AI can move from promise to productivity.