NVIDIA's AI Boom Fuels Global Tech Rally; Temasek CEO Warns of Twin Shocks to World Economy

This Business Today bulletin covers NVIDIA's blockbuster quarterly sales, which have sparked a global tech rally, and CEO Jensen Huang's declaration that the world has entered a 'virtuous cycle of AI'. The program also features a warning from Temasek CEO Dilhan Pillay Sandrasegara on the twin risks of AI-driven job displacement and a weakening US dollar. Dilhan Pillay Sandrasegara stated, 'The two issues we have to think about which will impact the story. Number one is the effect of AI on job displacement and societal resilience... The second though, is actually the US dollar becoming weaker'. Additionally, the bulletin discusses President Donald Trump's call for high-skilled immigrant workers to support US manufacturing, a government plan to clear ₹800 crore in dues for Indian exporters, and a detailed analysis of the Indian stock market's performance.