| Here's what my colleague, market strategist Mike "Willo" Wilson says happened while we were sleeping… US stocks ended lower, but that was before the global AI behemoth Nvidia released better than expected earnings which should turn the investor frown upside down in terms of sentiment. The dollar rose on end-of-month flows hurting the Aussie but not the kiwi dollar, which held RBNZ inspired gains into the close. As I type, RBNZ Governor Christian Hawkesby told a parliamentary committee the central bank saw economic headwinds in the near-term. That sort of narrative may see the Aussie trim some losses against the kiwi, assuming Australian capital expenditure data prints solidly later today. More on Nvidia, Sales will be about $45 billion in the second fiscal quarter, which runs through July. That included the loss of roughly $8 billion in revenue from China because of export controls. The forecast was in line with analysts' estimates. Nvidia shares rose about 4% in extended trading. Tesla is poised to begin its long-awaited robotaxi service in Austin on June 12, according to a person familiar with the matter, a milestone in Elon Musk's plan to reshape the company around driverless vehicles and artificial intelligence.  A Tesla Cybercab prototype at a Tesla store in San Jose, California. Photographer: David Paul Morris/Bloomberg The Trump administration is moving to restrict the sale of chip design software to China, people familiar with the matter said, as the US government evaluates a broader policy announcement on the issue. | 
