Global AI stocks sink as Nvidia crisis deepens sector selloff

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• Oil prices jump after Trump says no Iran deal needed: 'We've got their Strait'

  Escalating rhetoric between Washington and Tehran has heightened energy market anxiety as both nations remain entrenched in conflicting geopolitical demands. The standoff signals an extended disruption to Middle Eastern stability, raising concerns that economic pressures could provoke further retaliatory actions against regional infrastructure. With neither side showing an inclination to compromise, global crude benchmarks reflect growing fears of prolonged supply vulnerabilities.

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• Faisal Islam: Why the UK economy is surprisingly resilient

  Recent domestic momentum was propelled by late summer consumer spending, private sector business investment, and heightened artificial intelligence adoption. These drivers positioned Britain to achieve the second-fastest expansion among G7 nations, just behind the United States. However, looming headwinds from elevated borrowing costs and international energy volatility threaten to slow this rapid trajectory heading into the final quarter.

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• Global AI stocks sink as Nvidia crisis deepens sector selloff

  Market panic intensified after Nvidia's board launched an investigation into CEO Jensen Huang's ties to an alleged Chinese spy, putting his leadership in question. The turmoil triggered widespread losses across suppliers, data center operators, and global tech exchanges already strained by political and regulatory headwinds. This rapid erosion of confidence erased hundreds of billions in equity value while boosting short sellers and rival chipmakers.

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