A Microsoft Beat Reignites AI Optimism as the KOSPI Leaps 18%

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• US equities rebounded sharply as Microsoft surged more than 16% on strong earnings, lifting the Nasdaq-100 3.36% and reviving the AI trade, while South Korea's KOSPI leapt 18%. Central banks held as expected, the Bank of Japan at 1.00% and the Bank of England at 3.75%, and BTC touched $65K before easing back to $63.7K.

• Quantum Solutions sold another 1,000 ETH to fund AI data-centre expansion, ceding its spot as Japan's largest listed corporate ETH holder, while Hyperscale Data sold 100 BTC to back a 20 MW AI compute project. New York sued prediction-market platform Kalshi over alleged illegal gambling, and Uniswap nearly tripled daily protocol revenue after extending its fee switch to v4 pools across seven chains.

• After Wednesday’s selloff in risk-on assets, US equities rebounded significantly on Thursday, led by gains in Microsoft and semiconductors.