<h1>Asian markets rallied as Nvidia earnings, a DOE loan, tariff delays, and central bank signals reshaped market pricing.</h1> Stronger-than-expected corporate earnings, a US Department of Energy loan commitment, and indications of delayed semiconductor tariffs materially shifted market pricing. Corporate profitability and potential trade and financing measures amplified sectoral gains in technology, semiconductors, and energy. Concurrent changes in monetary-policy expectations-including prior rate cuts and officials' hints about pausing further easing-further influenced risk asset demand, currency moves, and commodity prices, producing a regulatory-market feedback loop that reallocated capital across sectors and geographies.