Pulse

ASX 200 flat at 8732 (unchanged) — awaiting fresh direction.

BHP 61.22 (+0.7%), CSL 180.72 (+1.4%), CBA 152.33 (-0.4%).

WES 73.32 (+0.8%), STO 8.53 (-1.4%), NEM 171.84 (-0.3%).

Desk watch: PDN 10.29 (+1.3%), DYL 1.38 (+3.8%), BOE 1.73 (+3.6%) — energy/uranium names moving.

HSI 25042 (+1.2%), strong tech-led rebound.

0700 451.6, 9988 114.8, 3690 73.2, 1810 27.2. Broad gains across the board.

SPX 7764 (flat), Nasdaq 27244 (+0.5%) — risk-on tilt intact.

SPY 773.38, QQQ 747.46, TSLA 378.90, NVDA 228.87.

GLD 400.07 (steady gold bid), TLT 81.75.

HK outperforming overnight; US flat with Nasdaq edge; AU sideways.

Gold steady on GLD proxy; bonds (TLT) soft but stable. No major macro shocks overnight.

DYL and BOE strongest movers on the watchlist — volatility pickup in uranium/energy.

HK momentum may carry into ASX open; watch for follow-through in AU resources.

PDN grinding higher with the group — keep stops disciplined as these names move fast.