Geopolitics lifts oil and the greenback, TSMC adopts NVIDIA — markets brace for increased volatility.
🛢️ US and Iran exchanged strikes near the Strait of Hormuz — supply‑risk fears push oil prices up.
💴 Yen under pressure: USD/JPY ~¥159.50 — markets eye BOJ Governor Kazuo Ueda’s remarks and the June policy decision.
🤝 TSMC integrates NVIDIA CUDA‑X (cuLitho, cuEST, cuML) across lithography, simulations and planning — 20–50% shorter cycles, up to ~50× speedups in some sims.
💹 Tech “dinosaurs” added ~$1.7T — Dell, Intel, Nokia and others benefit from AI‑infrastructure demand (Dell AI‑server backlog $43B).
📈 Trade idea: watch oil, USD/JPY, semiconductor and AI‑infrastructure stocks — news and speeches may create short‑ and mid‑term opportunities.
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#oil #USDJPY #TSMC #NVIDIA #AI #semiconductors #trading #investing #InstaForex
