1. European megacaps are losing steam.

While company executives are still quite upbeat about profit margins and themes such as artificial intelligence, they remain largely pessimistic about the economy and weak demand from China.

This season, large-caps ranging from Louis Vuitton owner LVMH and chip-equipment maker ASML have seen their shares slump after disappointing reports. That could underpin a rotation trend as investors may be unwilling to pay a premium for stocks that are now less likely to deliver high profit growth.

2. Apple is exploring a move into smart glasses -- following META in the space.

3. Hyperscaler capex will reach $300 billion in '25 as they continue to invest in the multi-year AI opportunities.

4. Germany has had no growth for years.

5. Fund manager cash levels have dropped to 3.9%, which has triggered a sell signal for stocks according to Bank of America.

6. For the first time, the assets of ETFs investing in Nuclear Energy have surpassed those of Clean Energy ETFs.

7. Nuclear and uranium stocks under pressure

The U.S. Federal Energy Regulatory Commission (FERC) has rejected Talen Energy's request to increase load capacity at its Susquehanna nuclear facility from 300MW to 480MW in order to supply Amazon data centers with power.

Under the deal, the data center campus would be powered directly by the plant, meaning Amazon wouldn’t have to plug into the wider grid or fund related transmission upgrades.

Some utility owners challenged the move, saying it could threaten grid reliability and raise rates.

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