// daily brief
Markets are cautiously bullish as AI capex and nuclear reshape the cycle.
Your radar is tracking 8 themes. 3 are running hot, 2 emerging, 1 cooling.
Market Mood
Sentiment & sentiment indicators
Sentiment
68
Bullish
Fear & Greed
74
Greed
Key Upcoming Events
- May 1FOMC Rate DecisionMacro
- May 8Nvidia Q1 EarningsAI
- May 14US CPI PrintMacro
- May 22OPEC+ MeetingEnergy
- Jun 12ECB Rate DecisionMacro
Running Hot
Themes with strongest momentum right now
AI & Semiconductors
HotHyperscaler capex keeps accelerating and inference demand is broadening beyond training. Foundry capacity remains tight into 2026.
Nuclear Energy
HotAI data-center power demand and grid decarbonisation goals are reviving nuclear. SMR pipeline is filling and uranium spot remains tight.
Defence
HotGlobal rearmament continues — NATO 2%+ floors, Asia-Pacific buildup, and replenishment of munitions stockpiles drive multi-year backlogs.
Latest Signals
Headlines tagged to your themes
#AI & SemiconductorsPOS
Nvidia announces next-gen Rubin platform, raises FY guidance
Reuters · 2h ago
#Nuclear EnergyPOS
Microsoft signs 20-year PPA to restart Three Mile Island reactor
Bloomberg · 4h ago
#CryptoPOS
Spot Bitcoin ETFs see $1.2B daily inflows, fourth straight record
CoinDesk · 5h ago