AI & Policy Drive Today’s Market Churn — $NVDA Partnerships, Healthcare Rule Shock, and High-Volume Names in Focus

$NVDA $CMS — A CMS proposal rattled orthopedics and raised consolidation risk in healthcare, while AI infrastructure deals (including a GMI–NVIDIA tie-up) and femtoAI’s rapid growth reinforced the sector’s momentum. Active-volume moves in AT&T, Nu, UiPath and ETFs kept trading desks busy—here’s what mattered, how the threads connect, and what to watch next.