Bonds

Japan fin min says closely monitoring financial markets, will take measure if needed

Software stocks surge 5.9% on AI conviction, decoupling from oil risks. CLEAR Secure hits new highs.

Fitch says China remains resilient to global energy shocks but weak consumer demand is limiting growth, with fiscal deficits staying elevated and risks rising if energy disruptions hit trade and manufacturing.

Cerebras eyes IPO, boasting 76% revenue growth & massive AI chip potential vs. NVDA.

Ethiopian Airlines orders 6 more 787s, eyes $12.5B airport. Expansion fuels growth, but debt looms.

DOCN jumps 4.3% on AI workloads, up 82.4% YTD. BRZE +3.5%, FSLY +3.6%. Software rebounds post-AI fears.

FROG jumps 3.2% despite geopolitical jitters & AI fears. Down 23.6% YTD, it's 34% off its 52-week high.