Global equities moved higher despite Treasury yields remaining above 5%.

Resilient U.S. economic data, easing geopolitical and trade concerns, and renewed strength in technology supported risk assets during the week. The Nasdaq 100 gained 2.05%, outperforming the broader U.S. market as AI-related investment continued to provide structural support to the technology sector.

At the same time, elevated yields and the growing scale of AI infrastructure spending are bringing greater attention to execution, capital discipline and returns on investment.

In this week’s Aurea Global Weekly Market Report, we explore the key forces shaping markets and what they may mean for investors.