Oil Price Shock Hits Markets – Iran War Fuels Energy Crisis – Private Credit Market Under Liquidity Stress – DAX Struggles with the 22,500-Point Mark – Oracle With Strategic Realignment – Network Equipment Supplier Netgear As Geopolitical Winner - Glass Innovator Corning in the AI Wave

USA & MACRO ENVIRONMENT Wall Street in the grip of oil and geopolitics Wall Street is under pressure: The S&P 500 (-0.11%) extends its monthly downward trend, weighed down by a toxic mix of escalating geopolitics, rising commodity prices, and increasing nervousness in the private credit market. Brent crude oil (+3.54%) surpasses the mark of $103 per barrel, while gold records its tenth consecutive trading day in the red – an unusual pattern indicating ongoing portfolio shifts toward liquidity. Simultaneously, US Treasury yields...