🌐 Oil slides, gold rises, Nvidia signs mega‑deals, Microsoft cuts GPU costs — markets repricing.
🛢️ Oil down: pause in US‑Iran clashes trims risk premium — Brent ≈ $91, WTI ≈ $84; EU gas corrects.
🥇 Gold & silver up as inflation/ rate‑hike fears ebb slightly.
🤝 Nvidia: reported partnerships in Japan & South Korea totalling morethan $500B; pushing “physical AI” and Cosmos 3 Edge for industrial deployment.
🤖 Microsoft: launched MAI‑Image‑2.5‑Pro and MAI‑Voice‑2‑Flash — claims up to 89% GPU cost savings, reducing reliance on third‑party AI providers.
📌 Market impact: lower oil eases inflationary pressure; Nvidia deals buoy chip and industrial names; Microsoft’s cost gains help margins but pressure GPU vendors/cloud providers.
⚠️ Trader note: look at oil, gold, Nvidia/Microsoft, memory and server suppliers — use strict risk controls.
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