NVIDIA Holding Concept: Applied Digital rose more than 4% in after-hours trading; Q2 FY2026 revenue surged 250% year-over-year; defense stocks rebounded across the board, with Lockheed Martin up more than 6%,Northrop Grumman rose over 5%, General Dynamics rose over 4%, Raytheon Technologies rose over 3%, and Palantir rose over 1.5%; Donald Trumps reported a 50% year-over-year increase in the 2027 defense budget.

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