AI Bet Heats Up and Risks Breaking – Wall Street Recovers Before Micron's Fate Data, Goldman Warns of the "Same Bus" and Dotcom Déjà Vu – DAX Slips Below 25,000 Mark, Rheinmetall Crashes Up to 20% After Frigate Cancellation, TKMS Cheers – SK Hynix Plans Historic $29 Billion Listing in New York – Meta Sends Kylie Jenner into the AI Glasses Race

USA & MACRO-ENVIRONMENT After the severe tech sell-off of the previous day, a fragile calm returns to Wall Street Futures on the S&P 500 are up 0.75%, and Nasdaq-100 futures gain 0.76%. About 350 stocks in the S&P 500 are trading in the positive, indicating a gradual return of risk appetite. Investors who previously pulled the emergency brake due to inflated valuations are finding entry opportunities during this weakness phase, as the fundamental substance of the tech sector remains intact, according to Rick Gardner from RGA Investments....