Stock Market Impact: S&P 500 futures +0.3% to 7,615.75, Nasdaq 100 futures +0.5% to 30,563.25, Dow futures +0.1% to 51,109.0; AI optimism outweighed geopolitical risk.
Listed Companies and Sectors: Nvidia announced RTX Spark chips for Windows PCs (Arm‑based) and upcoming Vera Rubin AI chips delivery in fall; competition with Intel and AMD highlighted; Microsoft poised to benefit; Arm shares up 5.37%.
Investment Flows: No direct FDI/FPI mention; market sentiment positive may attract short‑term inflows into tech equities.
Interest Rates, Inflation, and Liquidity: April PCE price index softened, indicating limited inflationary pressure from energy prices; focus on upcoming May non‑farm payrolls for rate outlook.
Fiscal or Monetary Policy: No new policy announced; investors await payroll data for clues on Fed stance.
