Nine Star Ki
2026-05-25 Market Briefing| Nikkei 65,158 | SCFI 2,140.66 | NVIDIA $81.6B — 2026-05-25
Good morning. Risk opened firm as AI buildout spending met easing energy and freight pressures. Softer U.S. yields and a stable USD/JPY backdrop improved financing conditions, while Iran‑US talks trimmed the oil risk premium. Today’s read links AI capex, logistics normalization, and rates into a single