Morning Brief: UK spending slows, Nvidia lifts suppliers, DeepSeek cuts AI costs

Nvidia’s AI investment boosts Asian chip suppliers across Japan, Korea, Taiwan. [https://invezz.com/wp-content/uploads/2025/09/Morning-Brief.webp] Global markets and tech headlines saw notable movements on Friday, from cautious consumer spending in the UK to steady monetary policy in Japan. Asian chip suppliers are riding Nvidia’s AI investment wave, while China’s DeepSeek makes waves with a cost-effective AI breakthrough. Across economics and technology, these developments highlight shifting trends and rising global competition. UK SHOPPERS PULL BACK The mood of UK shoppers seems to be shifting these days. With inflation still biting and whispers of more rate hikes on the horizon, people are pulling back on splurges and sticking to the essentials. That is the takeaway from GfK’s latest survey, capturing a growing sense of unease across the country. Jobs aren’t feeling quite as secure, and wallets are tightening accordingly. It’s the kind of cautious vibe that hints at slower retail days ahead, unless there’s some relief on prices or a boost to paychecks. For now, Brits seem to be bracing for a tougher stretch, keeping a wary eye on their spending and what the next…