AI Capex Boom: PIMCO says AI, defense and energy security could add up to $14T in global capital spending over five years, reshaping growth and inflation. Wealth & Software Repricing: Singapore private wealth is getting selective as generative AI shifts software demand, with big swings in software ETFs prompting a rethink of exposure. IPO Sentiment Clash: Ahead of SpaceX’s record IPO, data shows financial media and X skew bullish while retail forums turn more skeptical. China Restructuring Watch: China Fortune Land shares slid after naming a tech-real estate consortium as its restructuring investor, with delisting risk looming. Regulators Tighten Sales: South Korea’s FSS warned securities firms against promoting high-risk, concentrated overseas investments. Investor Protection in Focus: India’s insurance investments topped Rs 78 lakh crore in FY25, while regulators flagged risky, concentrated securities behavior. Blue Economy & Ports: Liberia and China pledged fisheries modernization cooperation; Ghana’s Tema Port got government praise for MPS’s expansion. Local Business Climate: Romania’s business lobby urged less bureaucracy and modern administration to boost investor confidence. Macro Growth: Ghana reported 6.4% Q1 growth, led by services and mining. Fraud & Compliance: Karnataka CID served Sunny Leone notice in a ₹2.4 crore investment fraud probe; US arrested an Indian-origin financier accused of nearly $100M bank fraud. Policy & Trade: Bangladesh opposition groups called for scrapping a US trade deal as “unequal,” while Vietnam and the EU reviewed economic governance support. Tech Infrastructure: A Memphis data center operator bought Fred’s HQ for $25M, targeting major AI compute expansion.