Markets turned volatile as a Google AI efficiency breakthrough rattled memory chip makers like Samsung Electronics and SK Hynix, raising questions about future demand.

Meanwhile, Jefferies flags a coming humanoid robot wave, spotlighting players like Analog Devices and NXP Semiconductors.

Wall Street saw its sharpest drop since the Iran conflict began, with oil volatility and inflation fears weighing on sentiment.

In corporate news, earnings disappoint at Concord New Energy and Shangri-La Asia signal cracks in recovery narratives.

Plus, Singapore markets weaken as Hongkong Land and Jardine Matheson Holdings drag the STI lower - hosted by Michelle Martin with Ryan Huang.