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Asian shares trade mixed after AI darlings provide support to Wall Street

KANIKA SINGH RATHORE, 04/11/202504/11/2025

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Asian Stocks were trading mixed on Tuesday after overseas markets got big gains on optimism over AI technology.

JapanThe benchmark Nikkei 225 fell 0.5% to 52,163.84 on Monday, a national holiday.

Australia’s S&P/ASX 200 fell 0.9% to 8,818.00. South Korea’s Kospi fell 2.0% to 4,138.88. Hong Kong’s Hang Seng jumped 0.2% to 26,209.39, while the Shanghai Composite fell 0.2% to 3,969.05.

On Wall Street, for more profit NVIDIA, Amazon And other AI superstars drove up share prices. The S&P 500 rose 0.2% and neared its all-time high last week, even as most stocks in the index sank. Dow Jones Industrial Average It fell 226 points, or 0.5%, and the Nasdaq Composite rose 0.5%.

Nvidia was the strongest force lifting the S&P 500, just as it has been so far this year. The chip company rose 2.2%, taking its gain so far this year to 54.1%.

Amazon was the No. 2 force driving the market. It rose 4% after it announced a $38 billion deal with OpenAI, which will use Amazon’s cloud computing services to run its AI workloads.

AI cloud services provider IREN jumped 11.5% after announcing a $9.7 billion contract with Microsoft that will give the tech giant access to some of Nvidia’s chips.

Palantir Technologies, which came into the day with a stunning 165% gain for the year so far, rose 3.3%. Traders pushed the AI ​​darling higher in the final hours before the data platform company reported its latest quarterly results after the day’s trading closed.

Companies in the US stock market will have to meet expectations for profit growth to justify the big gains in their share prices since April. There is growing criticism that the broader US markets, and AI stocks in particular, have become too expensive and could turn into a dangerous bubble similar to the 2000 dot-com bust.

For the most part, companies are meeting high expectations for profits. According to FactSet, four out of every five companies in the S&P 500 have topped analysts’ forecasts so far this reporting season. With nearly two-thirds of all S&P 500 reports, companies in the index are on track to deliver healthy growth of about 11% compared to a year ago.

Among Wall Street’s losers on Monday was Kimberly-Clark, which fell 14.6% after it said it would buy Kenview in a deal valued at $48.7 billion. Kenvue, which sells Tylenol, Band-Aids and Listerine, jumped 12.3%.

All told, the S&P 500 rose 11.77 points, to 6,851.97. The Dow Jones Industrial Average fell 226.19 to 47,336.68 and the Nasdaq Composite rose 109.77 to 23,834.72.

In the bond market, the yield on the 10-year Treasury fell to 4.10% from 4.11% late Friday.

A discouraging report on US manufacturing said activity declined more than economists expected last month. Many manufacturers told pollsters from the Institute for Supply Management that President Donald Trump’s tariffs are causing financial pain.

In energy trading, benchmark U.S. crude fell 13 cents to $60.92 a barrel. Brent crude, the international benchmark, fell 15 cents to $64.74 a barrel.

In currency trading, the US dollar fell to 153.95 JPY from 154.19 yen. The euro is down from $1.1525 to $1.1517.

,

AP Business Writer Stan Cho contributed.

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