Global markets are entering a fascinating new phase. The Nasdaq 100's valuation has reset to its long-term average, shifting the spotlight from multiple expansion to corporate earnings. Meanwhile, Big Tech's AI spending spree is facing its first real bond market test as investors become more selective. We also explore why copper has overtaken gold as mining's biggest revenue generator, how Taiwan and South Korea have emerged as the new AI champions of emerging markets, why Japan's debt story isn't as alarming as headlines suggest, and how a potential Saudi-led oil price war could reshape the energy market. While AI may still dominate cocktail-party conversations, the bond market has quietly become the designated driver.
#Nasdaq100 #AI #ArtificialIntelligence #BigTech #Amazon #Copper #Gold #OilPrices #SaudiArabia #JapanEconomy #EmergingMarkets #Taiwan #SouthKorea #RajeshKaz #KazEdge
Posted by ykar648