AI & Jobs: Jeff Bezos says AI will create labor shortages, not replace workers, as firms chase new products and capacity. Semiconductors: Counterpoint expects the global memory chip market to more than quadruple in 2026 on AI server demand, with server memory taking a bigger revenue share. Rates Signal: The bond market is sending a hawkish message after the Fed’s tone shift, with the curve narrowing as rate-hike bets re-accelerate. India Market Shock: Indian benchmarks snapped a winning streak as Accenture cut growth guidance, triggering a sharp IT selloff and dragging Sensex/Nifty lower. Defence Resilience: Indian defence stocks held up better than the broader market, supported by order pipelines. Gaming Economy: Newzoo puts global games revenue at $201.6bn in 2025, with mobile still driving over half the total. E-commerce in Hungary: PwC says Hungary’s e-commerce hit HUF2.1tn in 2025, with foreign platforms gaining share. EV Charging Growth: GRIDSERVE reported £64m revenue in 2025, up 45% YoY, reinforcing the commercial case for public charging. Energy Storage (India): IESA projects C&I storage could reach 23–31 GWh by 2032 depending on renewables pace and battery-cost declines. Stablecoin Rails: Fidelity launched a money market fund for stablecoin reserves under the GENIUS Act. Tech Consumer Demand: Wearable payments are forecast to surge to $186.5bn by 2032 as contactless and smart devices spread.