Market rally weakens – Hormuz crisis pushes oil over 100 USD – Goldman Sachs warns Europe – AI infrastructure as the only bright spot – Rocket Lab strengthens growth trajectory - Google reveals TPU 8t and 8i - ServiceNow: AI boom drives growth, stock weakens - Lam Research surprises with outlook - SK Hynix with 400% profit increase

USA & MACRO-ECONOMIC SITUATION Wall Street indecisive, oil price as a new risk factor The situation in the global financial markets is escalating . An escalating confrontation around the Strait of Hormuz has put investors on high alert and abruptly halted the record-setting rally in the S&P 500 (+0.02 %) . Brent crude oil (+0.98 %) surpasses the psychologically significant mark of 100 USD per barrel and solidifies its position there – a level that was recently thought to be unlikely. The consequences are immediately noticeable:...