Nvidia shares rose 0.4% to $188.6 after a source said it is near a $30 billion investment in OpenAI, which seeks over $100 billion at an $830 billion valuation. The deal would replace an earlier plan tied to OpenAI buying Nvidia systems, with most funds expected to purchase Nvidia chips. Nvidia reports earnings Feb. 25, with options markets pricing in a 7% swing. Investors are watching for signs of sustained AI spending.