Iran Ceasefire Calms Markets – DAX Reclaims 24,300 – Apple-Intel Fantasy Electrifies the Semiconductor World – Palantir Delivers Record Growth – Pinterest Ignites AI Turbo - Memory Chip Specialist Micron in AI Boom – Sterling Infrastructure with Record Order Backlog

USA & MACRO-ENVIRONMENT The global stock markets are returning to an orderly risk mode as the week approaches its midpoint. S&P 500 rises by 0.67%, while Nasdaq 100 gains 1.20%. The trigger is the fragile but so far stable ceasefire between the USA and Iran, the endurance of which investors are increasingly pricing in following the escalation around the Strait of Hormuz. US Secretary of Defense Pete Hegseth confirms to Bloomberg that the ceasefire closed almost a month ago is still holding; Iran's Foreign Minister Abbas Araghchi signals...