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Markets rebounded as Trump softened trade rhetoric: the S&P 500 and Nasdaq climbed on easing tariff fears while the Dow surged nearly 600 points. Volatility remains elevated after last week’s rout, with AI chips, semiconductors and rare‑earth miners leading gains; gold and crypto also rose on safe‑haven flows. Key catalysts: tariff headlines, OpenAI chip deals and bank earnings.
A US‑brokered ceasefire produced the release of the remaining living Israeli hostages and triggered mass prisoner exchanges, creating a fragile breakthrough in Gaza. The developments have immediate political and reconstruction implications across the region.
10GW – OpenAI and Broadcom’s agreement to deploy 10 gigawatts of AI accelerators, signalling unprecedented data‑centre power demand.
Experts warn the U.S. is exposed as China tightens control over rare‑earth exports, prompting market moves into miners and strategic suppliers. The squeeze has reignited debate over reserves and reshoring for critical materials.
OpenAI struck multiyear chip deals with Broadcom as it scales compute for AI, sparking a scramble across the semiconductor sector. Markets are pricing a new wave of vendor wins and supply contracts tied to AI data‑center demand.
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JPMorgan unveiled a sweeping, decade‑long investment plan to bolster the U.S. industrial base and national security supply chains. The bank also pledged a separate targeted investment program for firms tied to national security needs.
Wall Street recovered after Washington signalled a softer stance on China trade rhetoric, prompting a broad rally across risk assets. The move calmed tariff fears and helped equities claw back Friday’s losses.
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Beyond Meat’s debt‑exchange plan rattled investors, triggering a sharp share decline and raising questions about the company’s ability to restructure its balance sheet.
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Crypto markets suffered a historic, leveraged liquidation that erased tens of billions and spotlighted systemic fragility. Traders and analysts flagged risky margining and exchange transparency as central vulnerabilities.
The Dutch government invoked emergency powers to take control of a China‑owned chipmaker, highlighting rising security concerns over foreign ownership in semiconductors. Brussels and other capitals are watching such interventions as trade tensions escalate.
California enacted strict guardrails for AI chatbots to protect minors (SB 243) and the Dutch government used emergency powers to take control of a Chinese‑owned chip firm; major outlets rejected new Pentagon press credential rules.
OpenAI is lining up multiple chip partners and suppliers as it scales custom accelerator deployments for its models. The moves deepen the industry shift toward bespoke hardware and multi‑vendor supply strategies.
Samsung credited AI‑driven demand for a sharp third‑quarter profit rebound, underscoring how memory and chip orders are lifting results across Korean tech. The company forecast its strongest quarterly profit in years as the AI cycle boosts pricing.
We need to act now
— Jamie Dimon
SpaceX completed another booster recovery and is preparing an 11th Starship test flight as the firm gathers data for reusable heavy‑lift rockets. Each test remains a high‑stakes demonstration for next‑generation launch economics.
NASA’s Jet Propulsion Lab is cutting roughly 550 jobs as part of a reorganisation, raising concerns about scientific capacity and programme timelines. The layoffs reflect funding shifts and internal restructuring at a major research hub.
Washington’s continuing shutdown is starting to ripple through the economy, with lawmakers and officials trading warnings about longer disruptions. Market participants and agencies are assessing near‑term fiscal and operational impacts.
Major news organisations publicly rejected new Pentagon credentialing rules, framing the policy as a threat to independent reporting. The standoff raises questions about press access and military coordination in conflict zones.
California passed groundbreaking laws to regulate AI chatbots and protect minors, forcing platforms to adopt new safety and disclosure practices. The measures mark the first major U.S. state‑level regulatory framework targeting conversational AI.
Banks head into third‑quarter results with strong top‑line expectations but increasing scrutiny on consumer credit and fees. Analysts say earnings will be a key market driver as traders weigh rate paths and economic headwinds.
Precious metals hit fresh records as investors seek hedges amid trade‑war jitters and market volatility. Gold and silver rallies reflect safe‑haven flows and a repricing of macro risk in the wake of tariff threats.
Brookfield is betting on fuel‑cell power for AI data centres, investing billions alongside Bloom Energy to capture the green‑power angle of the data‑centre build‑out. The move shows private capital funneling into infrastructure that supports the AI surge.
Goldman Sachs agreed to buy Industry Ventures to expand its foothold in tech and venture investing, reflecting a broader push by banks into private markets. The deal signals continued consolidation in asset management and VC services.
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