Market View: Positivity in Asia as Trump tones down trade rhetoric; Mineral producers in Sydney up on deal to ramp up rare earth shipments to the US; Tokyo hits new high after Sanae Takaichi reaches deal to form new coalition; Sea’s Forrest Li sees path to US$1 trillion market cap with help of AI; Arm expands AI licensing program to boost on-device AI market share; Netflix, Coca-Cola, Tesla and Intel’s earnings in focus; Jardine Matheson to delist Mandarin Oriental, Hong Leong Asia to watch