Micron's fateful numbers ease AI fears – the relief rally lifts: Nasdaq 100 and S&P 500 turn positive – Brent recovers sharply after erased war gains, gold remains firm – SK Hynix sparks historic $30 billion Nasdaq debut – Qualcomm doubles its data center ambitions with Meta and Microsoft – DAX jumps, Rheinmetall remains grounded after frigate shock, Bitcoin plummets below $60,000

USA & MACRO-ENVIRONMENT Wall Street recovers The outstanding numbers from Micron Technology provide the long-awaited confirmation for the AI bet, ending the sell-off in semiconductor stocks and pushing the indices into positive territory. The Nasdaq 100 gains 0.62%, while the S&P 500 climbs 0.37%. This picture supports the thesis of the overcrowded "same bus": Investors are once again fighting for seats, even if the momentum remains subdued. The EUR/USD remains almost unchanged with +0.16%. The economic data supports but leaves...