GTC 2026 After AI Concept Stocks Show Diverging Trends: Understanding New Market Capital Flows Through Nvidia's Endorsements

NVIDIA GTC 2026 reveals the next chapter in AI development, shifting from training to inference, from cloud to edge.
(Background: Nvidia’s detailed analysis: AI is a “five-layer cake”! Trillions of dollars in infrastructure just beginning)
(Additional context: Jensen Huang’s full GTC 2026 speech: AI demand reaches trillions, computing power jumps 350 times, OpenClaw enables every company to become AaaS)

Table of Contents

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• Jensen Huang mentions AWS at GTC 2026
• Memory stocks diverge: SNDK and MU perform very differently
• Nvidia and Uber announce deepening Robotaxi partnership
• Legacy software company Adobe officially partners with Nvidia at GTC 2026

(This is a sponsored article provided by Bitget; it does not represent the views of Dongqu and is not investment, buying, or selling advice. See disclaimer at the end.)

Nvidia GTC 2026 is a global tech industry indicator. This year, Jensen Huang’s key themes are clear: from the new generation computing architecture Vera Rubin NVL72, to inference-focused low-latency solutions like Groq 3 LPX, to autonomous and secure AI (NemoClaw), and rapid deployment of physical AI (self-driving cars and robots).

These technologies are gradually piecing together a complete picture of the next phase of AI infrastructure and applications: shifting from training to inference, from cloud to edge, from digital to physical worlds. The capital markets have responded quickly.

For market participants, GTC has gradually shifted from a tech expo to an AI US stock trading week. During the first week of GTC releases, US tech-related concept stocks showed clear differentiation and rotation. Coupled with rising tensions in the Middle East, many stocks’ gains were quickly erased. To profit in this fast-changing market, more traders are choosing to use Bitget TradFi’s tokenized US stock perpetual contracts for shorting or longing. Here, we analyze this week’s gains to reverse-engineer capital flows, revealing core trends and future main lines of the AI industry upgrade.

2. SanDisk (SNDK) +7.27%
3. Adobe (ADBE) -0.47%
4. Micron Technology (MU) -0.76%
5. Uber (UBER) -0.76%
6. Amazon (AMZN) -1.11%

Jensen Huang mentions AWS at GTC 2026

At the start of his speech, Jensen Huang noted that 60% of Nvidia’s revenue comes from hyperscalers (AWS, Google Cloud, Azure, etc.), and officially announced: “We will bring OpenAI to AWS. This will generate huge cloud computing demand on AWS and expand OpenAI’s coverage and computing capacity. As you know, they are currently limited by compute power.” However, the market was not convinced, with Amazon dropping 1.11% in a single week. On Bitget, you can use up to 100x leverage to short or long AMZN.

Memory stocks diverge: SNDK and MU perform very differently

In a bearish market, SanDisk shines alone

SanDisk (SNDK) stock continued its strong rally since early this year, surging over 13.5% after GTC 2026, but experienced a sharp correction on Friday, closing at $709.71, up 7.27% for the week. Year-to-date, it has gained 199%, significantly outperforming the broader market and most semiconductor peers. Supported by themes like AI data center expansion, NAND supply tightness, and increasing enterprise SSD penetration, market funds continue to flow into SNDK.

Micron’s earnings beat expectations, but market worries about large CapEx cause stock to fall

Memory giant Micron Technology (MU) rose about 6% at one point, but after two days of consecutive declines on Thursday and Friday, it fell 0.76% this week, closing at $422.90.

Its earnings were impressive: revenue of $23.9 billion, EPS of $12.20. Micron relies on technological premium and cannot compete on volume with Korean giants, making gross margin more critical. Last quarter’s gross margin was 56%, and this quarter it soared to 74.4%, a 38% increase year-over-year. The company also provided confident guidance: Q3 revenue expected at $33.5 billion, EPS of $19.15.

Despite beating expectations, MU’s stock declined amid concerns over large CapEx. This year, CapEx will exceed $25 billion, with another $10 billion expected in 2027. Following the earnings release, MU’s stock dropped sharply after hours, but Bitget TradFi offers 24-hour US stock trading to respond to such situations.

Nvidia and Uber announce deepening Robotaxi partnership

Nvidia and Uber announced an expansion of their Robotaxi collaboration, with Nvidia providing a complete L4 autonomous driving stack, and Uber responsible for integrating the fleet into its global ride-hailing network, pushing autonomous taxis from concept to commercial operation. The first services are scheduled to launch in Los Angeles and the San Francisco Bay Area in 2027, expanding to 28 cities across four continents by 2028. The news caused Uber to rise 2.61% initially, but then sharply fell, ending the week down 0.76%.

Legacy software company Adobe officially partners with Nvidia at GTC 2026

During GTC 2026, Adobe announced a partnership with Nvidia to integrate generative AI and accelerated computing, developing a new Adobe Firefly model to enhance content creation accuracy and enterprise applications. Both companies will implement “agent-based AI” workflows to automate content generation and marketing processes, and introduce 3D digital twin technology via Nvidia Omniverse to strengthen brand applications in e-commerce and marketing. However, after the announcement, Adobe’s stock rose only modestly, ending the week down 0.47%.

From SNDK’s continued strength, MU’s earnings beat but stock decline, to the divergence among AWS, Adobe, Uber, and other thematic stocks, it’s clear that after GTC 2026, the market no longer prices in “just AI-related hype” but begins to differentiate based on inference, memory, cloud CapEx, and physical AI deployment benefits. For investors, the challenge is not only understanding these themes but also quickly tracking and participating in the rotation of US AI concept stocks. This is also why services like Bitget TradFi are gaining attention.

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