Keep pulling the thread on Daybreak Weekend.
Nvidia has received orders from Chinese companies for its H200 chip, which is the generation of chip the company is permitted to sell to China.
Nvidia's revenues are growing at nearly 80% year-on-year.
Bloomberg Intelligence forecasts that fuel costs for major European carriers like IAG and Air France-KLM will increase by 27% in 2026.
Bloomberg Intelligence forecasts that Lufthansa's fuel costs will increase by 22% in 2026.
EasyJet has warned that the war in the Middle East will widen its first-half loss and negatively impact summer demand.
EasyJet expects to report a headline loss of between £540 million and £560 million for the first six months of the year.
Ryanair has provided guidance for a full-year profit after tax of €2.3 billion.
The jet fuel shortage remains a significant issue, with limited supply visibility beyond June, particularly affecting Europe and Asia.
Airfares in May and June are approximately 50% higher than the previous year due to the impact of the Iran war on jet fuel prices.
Japan's exports in March increased by nearly 12%, driven by a 30% growth in chip exports due to global AI-related demand.
There is a greater than 75% market-implied probability that the Bank of Japan will raise interest rates in June.
According to Bloomberg estimates, Japan has spent over $60 billion in currency market interventions to support the yen.