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Global Cap
$122.1T
+0.54%
Advancers
3,842
Decliners
2,197
VIX
13.4
-2.1%
US 10Y
4.28%
+-3bp
Brent
$74.20
-2.0%
AI Market Brief
Updated live

Global equities carry a combined $122.1T in market cap today. 4 of 6 regions advanced while 2 declined. Risk-on tone in Asia driven by semis and autos; European luxury cools on softer discretionary data. US megacap tech remains the marginal driver of index performance — watch NVDA guidance and the ISM print for the next macro leg.

Fed patientSemis leadingYen weakerBrent -2%Vol contained

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Reuters·Macro·12m ago

Fed signals patient stance as core inflation cools to 2.4%

Chair Powell reiterated a data-dependent approach, sending 10Y yields to a two-month low.

Bloomberg·Tech·34m ago

NVIDIA unveils Blackwell Ultra roadmap, guides Q4 above consensus

Data-center demand remains 'off the charts' with hyperscaler orders extending into 2027.

FT·Semis·55m ago

ASML books record €12.4B in bookings on advanced EUV demand

Bookings beat sell-side by 38%, driven by TSMC and Samsung capex acceleration.

WSJ·Energy·71m ago

Brent crude slips 2% as OPEC+ signals gradual output unwind

Saudi Arabia and Russia coordinated messaging around a phased Q1 supply return.