Market View: Concerns over circularity of AI deals after Microsoft and Nvidia commit to invest up to a combined US$15 billion in Anthropic; Asian markets down over worries of possible AI bubble, Fed rate uncertainties; Nvidia’s earnings in focus; Temasek’s CEO Dilhan Pillay on hedging costs amid USD weakness; Singtel’s outage affects over 1,600 users; Coliwoo, LHN to watch