Nvidia, Microsoft, and Meta Platforms now command the spotlight, with investors scrutinizing their massive capital allocations toward artificial intelligence. Nvidia’s potential $250 billion partnership with OpenAI serves as a bellwether for the sector, signaling that despite broader economic uncertainty, the appetite for heavy AI infrastructure investment remains aggressive.
Central banks maintain a defensive posture, with the Federal Reserve, the Bank of England, and the Bank of Japan monitoring inflation indicators for signs of persistence. Singapore’s surprise adjustment to its currency policy reflects the fragility of current global trade conditions. As traders await fresh economic data from the United States and Germany, the prevailing mood is one of cautious observation rather than panic, provided that energy markets remain decoupled from the volatility seen in previous weeks.





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