Iran Peace Hopes Weigh on Brent – S&P 500 Holds All-Time High Ahead of US Payrolls – DAX Struggles Again at 25,000-Point Mark – Datadog Hits First Billion-Quarter – Fortinet Impresses With 31% Billings Jump – McDonald’s Grows Globally - Albemarle Turns Positive With Lithium Comeback – DoorDash Shines With Profitability Jump – AAON Explodes by +40% After Datacenter Cooling Boom – Howmet Raises Annual Forecast Sharply After an Aerospace Quarter

USA & MACRO ENVIRONMENT Wall Street defends its records: The S&P 500 remains close to its all-time high and is heading towards its sixth consecutive week of gains, supported by strong quarterly results and increasingly relaxed geopolitical conditions. The Nasdaq 100 is slightly up at +0.82% – a classic consolidation pattern at a high level. The driver remains the hope for a diplomatic breakthrough in the nearly ten-week US-Iran conflict According to insider information, Tehran plans to respond to the US proposal through Pakistan...