Tech rally defies Hormuz risks - Nasdaq leads, Brent slightly declines - GameStop attempts $56 billion coup for eBay - AI earnings season enters hot phase - AI traffic specialist Rekor secures million-dollar deal - Amazon becomes logistics powerhouse - Tyson Foods benefits from protein boom

USA & MACRO-ENVIRONMENT Wall Street defies geopolitics at the start of the week After the longest weekly winning streak of the S&P 500 since 2024, the leading index continues its movement with a slight gain, while the Nasdaq 100 takes the lead with a significant increase of about 1%, continuing the AI-driven tech rally. The concurrently declining gold price reinforces the impression of a classic risk-on mode – even as yields on ten-year US Treasury bonds rise, reflecting a still robust economic picture. Even Brent crude takes...