Bitcoin prices climbed above $95,000 on Tuesday, reaching their highest level in two months. However, a key market indicator suggests U.S. investor participation in the rally has been noticeably weaker compared to overseas demand.

Jefferies analysts highlight the growth potential of Chinese artificial intelligence stocks, forecasting significant upside as valuations converge with U.S. peers. Increased capital spending and government support further enhance optimistic outlook through 2026.

Consumer confidence in Australia fell in January, driven by increased worries about interest rates and job security. The Westpac-Melbourne Institute Consumer Sentiment Index remains in pessimistic territory below neutral levels.

Gold and silver surged to all-time highs on Monday, propelled by mounting concerns over Federal Reserve independence after the U.S. Justice Department threatened a criminal indictment against the central bank, alongside escalating geopolitical tensions as protests in Iran intensified.