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You have the defence spending et cetera but we think that's well understood.\"So where are the opportunities?\"We like parts of Asia,\" said Dowie.\"They are looking quite cheap, albeit earnings growth expectations are high. But we prefer playing parts of the AI trade through Asia at the moment.\"Another region Dowie likes is the UK due to its diversification. 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Japan's Kioxia is a big reason why.----Bitcoin Rally Pauses After Jumping to Three-Month HighBitcoin eased after rising above $80,000 as the cryptocurrency's rally stalled in the absence of new positive catalysts.----U.S. Consumer Sentiment Fell in August, Conference Board SaysThe research group said its consumer confidence index fell to 89.4 from 90.2 in July as expectations for future business and labor market conditions became more pessimistic.----Regulators Probing Near-Collapse of Hedge Fund Situational AwarenessThe SEC has sought information from banks that provided financing to supercharge the hedge fund's AI-centric bets.----Extreme Weather Is Hammering Europe's Summer Harvest, EU SaysImpacts on crops are widespread, ranging from modest declines in yields to severe harvest losses with crop failures likely in the worst-affected 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The drop comes as Middle Eastern leaders have convened in recent days, though mediators said no major breakthrough was achieved.Meanwhile, stock futures are muted ahead of earnings from the world's most valuable company, Nvidia. Check out our list of five things to keep an eye on in the AI bellwether's report. We'll break down the numbers, CEO Jensen Huang's comments and the market's reaction right here.Also on today's agenda: The release of the Fed's preferred inflation gauge for July. 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