Global markets show resilience as bank and financial stocks buffer oil-related volatility, while AI sector leaders face investor skepticism.

European equity benchmarks and the FTSE 100 closed higher on Monday, as strong performance in the banking and financial sectors offset negative pressure from rising crude oil prices.

Microsoft reached a significant milestone by reclaiming a $4 trillion market capitalization, underscoring the company's sustained financial growth and market influence.

Semiconductor giants Nvidia and AMD saw their share prices decline following new AI-related announcements that failed to impress investors concerned about the long-term revenue realization of AI infrastructure.

Optical networking stocks including Ciena and Lumentum experienced sharp drops as market sentiment grew cautious regarding future corporate spending on artificial intelligence.

Brazilian stocks are seeing increased interest from global investors looking for diversification opportunities as the nation's upcoming presidential election fuels market optimism.

Financial analysts suggest that while some investors fear the current bull market is overextended, historical data indicates that market cycles do not necessarily conclude due to age alone.

The Pakistani government announced a fuel price adjustment, reducing petrol costs by Rs2.93 per litre while increasing the price of high-speed diesel by Re0.61.

Geopolitical tensions remained a focus for traders as Houthi militants claimed a missile attack on Riyadh's international airport, occurring alongside international scrutiny of a U.S.-Russia diesel trade deal.