2026-06-01：Nvidia's 'RTX Spark' Just Eviscerated Intel, But $94 Crude Is The Real Threat To Your Tech Portfolio

Nvidia just made a move that could shake the foundations of the PC market: RTX Spark, an Arm-based AI chip platform with major design wins from Dell, HP, Lenovo, Microsoft, and more. But while traders stare at the AI winners, crude oil near ninety-four dollars is testing the market’s comfort zone. Is this still a clean tech rally, or is inflation quietly walking back into the room? In this episode, we unpack why Intel’s moat looks weaker, why Dell may be both right and overextended, how a possible two trillion dollar SpaceX IPO could drain liquidity from growth stocks, and why Exxon may matter even if oil has not technically broken out. The twist: the index is at records, but the leadership is thin. Full report: https://deepmarket.report/en/report/us_stocks/2026-06-01