According to @business, a brighter earnings outlook for artificial-intelligence companies is easing concerns that the AI-led global equity rally is in bubble territory after hitting records, indicating improving breadth across AI-related stocks, source: Bloomberg via @business, Oct 29, 2025. According to @business, earnings strength is widening to more stocks within the AI theme, a development traders use to gauge the durability of momentum and sector leadership, source: Bloomberg via @business, Oct 29, 2025. According to @business, the source frames the rally as supported by earnings rather than purely speculative flows, a characterization crypto market participants tracking cross-asset risk sentiment can note when assessing risk appetite spillovers, source: Bloomberg via @business, Oct 29, 2025.

According to The Kobeissi Letter, S&P 500 futures surged more than 1% following confirmed news that US Treasury Secretary Bessent will meet with China’s lead economic official this week (source: @KobeissiLetter, May 6, 2025). This development indicates renewed optimism in global equity markets and may boost risk appetite across financial assets. For crypto traders, such positive sentiment often translates to increased inflows into major cryptocurrencies like Bitcoin and Ethereum, especially as correlation between US equities and digital assets remains high during global macro events. Market participants should watch for spillover volatility in crypto pairs, as stronger equities frequently signal bullish momentum in digital asset markets.