The market is opening the week on a high note after the S&P 500 ($7,398.93) and NASDAQ ($26,247.08) both hit fresh record highs on Friday. However, caution is creeping in this morning as futures trade slightly lower ahead of tomorrow's critical April CPI release, with investors bracing for a potential 3.7% year-over-year headline inflation figure.🔥 Top Stocks in Focus TodayTickerCatalystWhat to WatchNVDA (Nvidia)AI Capex BoomAnalysts at Goldman Sachs see multiple catalysts ahead of its earnings call later this month; big tech AI spending is projected to hit $725 billion this year.AMAT (Applied Materials)Earnings (Thurs)Reporting later this week; options are pricing in a volatile +/- 8.7% move. The stock is already up ~12% so far in May.BABA (Alibaba)China Tech SentimentReporting Wednesday. The options market is pricing a nearly 6% swing as 13 of 14 recent analyst revisions have been downward.MU (Micron)MomentumSurged 15% last week on high-bandwidth memory (HBM) orders; part of the "bottleneck segment" that is currently outperforming the broader chip sector.JLL (Jones Lang LaSalle)Earnings BeatResearchers at WallStreetZen highlight JLL following a Q1 earnings beat that suggests significant upside potential.🌍 Global Market PulseAsia-Pacific: The KOSPI continues its historic run toward 8,000 points, driven by AI hardware demand, while Japan’s Nikkei 225 slipped 0.47% today as weak GDP forecasts weigh on sentiment.Commodities: Crude Oil (WTI) surged nearly 4% to $99.04 as geopolitical tensions in the Middle East persist, while Gold fell 0.82% as the dollar strengthened.Singapore (SGX): Watch Singtel after Capital Group emerged as a substantial shareholder. Defensive plays like SATS and SIA remain sensitive to fuel price fluctuations.