Asia Markets: AI Spending, Meta’s New Model and Energy Risks

I cover the forces shaping Asian markets, including U.S. inflation and earnings, AI investment, and rising energy-market risks. The discussion pairs market updates with interviews on technology, financing, central-bank policy, and geopolitics.

■ Markets and energy
- Asian equities, U.S. earnings and inflation data, and interest-rate expectations
- Middle East tensions, oil supply risks, and the proposed Russian diesel arrangement
■ AI and corporate investment
- Meta’s Muse model and questions around capability comparisons and adoption
- Tencent’s bond financing, DeepSeek’s investment activity, and semiconductor-market moves
■ Regional business and policy
- India’s New Economy Forum, currency pressures, and investment themes
- Australia’s AI infrastructure fundraising and Chinese automakers’ European expansion

For investors, business leaders, and viewers following Asian markets, this provides context on the issues discussed and the indicators to watch, including inflation releases, earnings, and corporate funding plans. It focuses on reported developments and interview perspectives rather than detailed product testing or personalized investment advice.