Global markets are navigating renewed uncertainty as investors weigh slowing growth signals, tighter financial conditions, and geopolitical risks. Equity rallies have become more selective, while bond yields remain sensitive to central bank guidance. Analysts warn that elevated valuations and uneven earnings momentum could test market resilience, prompting investors to reassess positioning, diversification, and risk management strategies in an environment of higher volatility.

Nvidia shares surged as renewed buying across big technology stocks lifted investor sentiment. Optimism around artificial intelligence spending, strong demand for data center chips, and supportive earnings outlooks drove gains. The rally extended to other megacap technology names, helping broader US indices advance. Analysts said expectations of sustained AI investment continue to underpin Nvidia’s leadership and valuation despite near term market volatility.