Stock Market News Digest
AI Bubble Warnings Amid US Model Controls and China's Open-Source Rise
Tech Stocks
BIS warned of an AI bubble while the US government restricted OpenAI and Anthropic model releases, China's Zhipu made open-source gains, and AI power infrastructure investment boomed.
Global IPO Market Shake-Up: OpenAI, SpaceX, and SK Hynix Listing Moves
M&A/IPO
AI, defense, and semiconductor companies are pursuing large-scale IPOs while SpaceX shows significant post-listing volatility.
First Attack After Strait of Hormuz Reopens; Ceasefire Shakes Shipping Recovery
Global Markets
A cargo ship was struck just one week after the US-Iran peace agreement, threatening the shipping recovery.
Iran War Energy Shock Reignites Global Inflation; Fed and ECB Turn Hawkish
Macro/Rates
New Fed Chair Warsh pivots hawkish, the ECB raises rates, and US inflation hits a three-year high.
Trump Administration Pursues Venezuela Quake Aid, Iran Sanctions Relief, and Digital Tax Tariff Threats Simultaneously
Regulation/Policy
The U.S. pledged disaster assistance to Venezuela after major earthquakes, substantially eased oil sanctions on Iran, and threatened 100% tariffs on countries imposing digital services taxes.