AI Euphoria and Iran Escalation in Clash – NVIDIA Conquers the PC Market with RTX Spark and Hits Intel Hard – ARM Jumps to All-Time High – SoftBank Powers Europe with USD 87.5 Billion AI Mega Investment – SAP Leads the DAX with +7% – Software Sector Embarks on Historic Comeback – Berkshire Acquires Taylor Morrison – Micron First to Exceed USD 1,000

USA & MACRO ENVIRONMENT Between All-Time Highs and Middle East Powder Keg Wall Street kicks off the first trading day of June with a mixed message: On one hand , groundbreaking AI announcements surrounding NVIDIA reignite technology fantasies and push the Nasdaq and the S&P 500 close to their record levels. On the other hand , the sudden escalation in the Middle East conflict noticeably weighs on overall market sentiment. The S&P 500 (-0.12 %) thus ends its remarkable seven-day upward trend after reports of a potential breakdown...