Big week for markets and a big milestone for us.
Vested crossed $1B in AUA
This is more than just a number. It reflects thousands of investors choosing to go global, staying invested through uncertainty, and building long-term wealth. That is what truly matters.
Global Markets Recap
Markets stayed firmly risk-on this week as geopolitical tensions eased and oil cooled.
- U.S. – Continued gains led by AI and semiconductor stocks
- Europe – Strong rally after ceasefire optimism lifted sentiment
- Japan – Sharp rebound led by exporters and tech
- China – Gains in a shortened week on improving demand signals
- India – NIFTY surged 6.4% with broad-based buying
- Commodities – Gold moved higher, showing both confidence and hedging demand
What Moved Markets
AI trade back in focus
- AMD +12% on strong data center growth outlook
- Broadcom +18% as AI networking demand surged
→ AI is not just about chips anymore, it is also about moving massive data efficiently
GPU infrastructure stocks on fire
- Nebius +35% on acquisition buzz and GPU demand
- CoreWeave +26% after a major AI cloud deal
→ Markets are rewarding companies with real GPU capacity and long-term contracts
Palantir -14%
- Pressure from hedge fund positioning and political noise
- Shift away from software toward infra-led AI plays
→ Even strong fundamentals are taking a back seat to sentiment right now
Private Markets Insight
Tata Power x Databricks
- Bringing AI into energy operations at scale
- Focus on smart grids, forecasting, and efficiency
→ Shows how AI adoption is moving beyond tech into core industries
Bottom line
AI spending is accelerating, but the market is getting selective.
Infra, chips, and compute are leading. Software is seeing rotation.
To read full details, click the link: Vested Shorts: Vested crosses $1B AUA, AMD surges 12% and Broadcom jumps 18% on rising AI spend, Nebius surges 35% on GPU infra demand, Palantir falls 14% on sentiment shift