Global Markets Navigate AI Bubble Fears, Fed Hopes, and China Policy Shifts

Key TakeawaysSoftBank's $5.8 billion sale of its stake in Nvidia (NVDA) has reignited concerns about a potential AI bubble, impacting market sentiment.Asian markets showed strength as hopes grew for an end to the U.S. government shutdown, increasing the likelihood of a December Federal Reserve rate cut.Goldman Sachs (GS) has pushed back its forecast for China's "dual cut" in rates and reserve requirements to early 2026, noting a less dovish stance from the PBOC.Oil prices remained stable near $61 a barrel a ...