Strong Payrolls Defy Iran Escalation – S&P 500 on Track for Six Consecutive Winning Streaks – DAX Fails Again at 25,000-Point Mark – Rocket Lab Doubles Gross Profit – Cloudflare Shocks with 1,100 Job Cuts – Akamai Soars After $1.8 Billion AI Infrastructure Contract – Innodata Explodes with +54% Revenue Growth and New Large Contract – IREN Secures NVIDIA Partnership with Up to $2.1 Billion Investment Volume

USA & MACRO-ENVIRONMENT The American stock market shows remarkable resilience The S&P 500 (+0.79 %) is on track for its sixth consecutive winning streak – the longest since 2024 – defying a geopolitical environment marked by the aftermath of the Iran war and a persistent energy price shock. Investors are demonstrating nerve as bond yields and the US dollar have eased over the week, providing a tailwind for risk assets. The strongest catalyst of the trading day comes from the US jobs report The number of nonfarm payrolls increases...