Global energy markets are grappling with conflicting signals. WTI crude futures rose 0.8% to $77.20 a barrel, while Brent crude retreated 1.05% to $79.74 after briefly piercing the $80 threshold. Patrick Munnelly of Tickmill Group noted that while prices below $80 offer a reprieve for central banks, the persistent uncertainty surrounding shipping routes and sanctions prevents a full retreat of the risk premium.

Optimism regarding artificial intelligence continues to anchor Asian equity performance. The Taiex surged 2.75%, and the Shanghai Composite climbed 1.8%. In Seoul, a significant shift occurred as SK Hynix overtook Samsung Electronics in market capitalization, driving the Kospi index up 0.7%. Despite the broader regional gains, the Hang Seng lagged, closing down 0.65%. Market strategists warn that the current stabilization remains fragile, as the path toward a lasting resolution in the Strait of Hormuz will likely face recurring diplomatic friction.