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1h ago

AI Deal, Japan Shift, French Turmoil Split Global Markets

AI-driven gains face political shocks plus a U.S. shutdown, pushing investors toward havens.

FILE PHOTO: Traders work on the floor as screens display the logo for Chevron Corp. at the New York Stock Exchange (NYSE) in New York City, U.S., October 23, 2023. REUTERS/Brendan McDermid/File Photo
German share price index DAX graph is pictured at the stock exchange in Frankfurt, Germany, September 26, 2025. REUTERS/staff
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A trader works on the trading floor at the New York Stock Exchange (NYSE) in New York City, U.S., April 4, 2024. REUTERS/Andrew Kelly/File Photo

Overview

  • U.S. stocks extended an AI-led rally as the S&P 500 and Nasdaq closed at records after AMD announced a multiyear chip-supply partnership with OpenAI, lifting chipmakers and sending AMD up more than 23%.
  • Japan’s Nikkei notched fresh records for a second session after the LDP chose Sanae Takaichi, with the yen weaker near 150 per dollar and long-dated JGB yields climbing ahead of a 30‑year bond auction.
  • French assets came under pressure after Prime Minister Sebastien Lecornu resigned shortly after naming his cabinet, with President Emmanuel Macron giving him two days to present a stability plan as the euro and bank shares fell.
  • Safe-haven demand intensified during the ongoing U.S. government shutdown, with spot gold setting new highs near $3,977 an ounce and Bitcoin hitting a record above $125,000, while oil prices held steady.
  • Indian equities extended a multi-day advance as Sensex and Nifty gained on IT and banking strength, DIIs bought over Rs 5,000 crore, hospital stocks rose on revised CGHS rates, and a large Aditya Birla Lifestyle block trade was reported.