Good evening, you're tuned into Markets Desk.
Jensen Huang took the stage at the All-In Summit and made no apologies for his optimism, dismissing AI doomer predictions as unscientific while praising a former Anthropic researcher turned whistleblower. President Trump called in during the session, telling the crowd the robots will not be taking over — a sentiment he echoed on Truth Social, warning against what he called a sick conspiracy targeting AI and data centers, and arguing that whoever wins artificial intelligence wins the future.
That political tailwind appears to be moving money in cybersecurity. CrowdStrike surged fourteen percent on Monday, leading a broad rally in cybersecurity names as investors recalibrated around the idea that AI expansion — not contraction — remains the dominant policy direction, driving demand for the infrastructure protection that companies like CrowdStrike provide.
Shifting to soft commodities, cocoa futures settled higher in both New York and London, with Ghana's cocoa regulator proposing a six percent pay increase for farmers, tightening supply expectations. Coffee joined the move, with arabica climbing nearly two percent on technical short covering after a three-week selloff pushed prices deep enough to attract fund buyers back into the market.
That's the tape. Markets Desk, signing off the floor.
