Financing AI capex has become a challenge.
Gold recovers from two-week low ahead of US inflation figures.
Oil lower and S&P over 7500.
Alibaba shares are gaining on AI optimism.
AI worries hit chipmakers.
International Energy Agency forecasting an oil glut.
The German reform package has been voted.
Focus turns to U.S. non-farm payrolls data due this afternoon.
BofA says 'old-economy' cyclicals are the better bet now.
Oil and gold decline on stronger dollar.
Apple down 6% after detailing memory price increases.
Lower oil prices may help reduce inflation pressure.
