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Market View: Is the AI Trade Changing? Grab’s Big BNPL Bet, Nvidia and Oil Shock

Published on 16 Sep 2026
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Grab makes a US$1.5 billion bet on Atome, while Nvidia’s Jensen Huang pushes back against calls to slow AI development. Michelle Martin unpacks what it means for investors, plus the pressure from US$100-plus oil and rising bond yields, a setback for crypto stocks, record oil-shipping costs and Metrocon’s market debut. And in the Last Word: Apple’s next wave of products.

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