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 a 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...