Market Rally Weakens – Hormuz Crisis Pushes Oil Over $100 – 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% Earnings 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 per barrel and solidifies its position there – a level that was recently thought to be unlikely. The consequences are immediately noticeable: inflation expectations...