Global Chip Frenzy Surges Markets: Nikkei +6%, NVDA Bullish Momentum Builds

Global enthusiasm for chips and AI continues to drive tech markets higher, with Japan's Nikkei surging nearly 6% upon return from Golden Week—led by SoftBank—forcing Tokyo's YTD gains to ~25%, while Seoul boasts ~75% YTD rally. U.S. markets hit records, S&P 500 up ~1% Wednesday (YTD ~8%) and Nasdaq ~11% YTD, bolstered by oil's sharp ~8% retreat to Brent ~$99/bbl and WTI ~$93/bbl on U.S.-Iran peace hopes easing bond yields. The chip boom supports upside for semiconductor stocks like NVDA.OQ, with focus shifting to U.S. payrolls, Fed speakers, and Trump-Xi summit.