The Revived AI Trade Catapults Wall Street Back Towards Record Levels Thanks to a Fourteen-Fold Revenue Explosion at Anthropic, While the Oil Price Hovers Near $89 and New Clashes in Lebanon, Along With Trump’s Threats Against Oman, Reignite the Middle East Risks – Gold Briefly Breaks the $4,400 Mark. The DAX Holds Firm at Just Under 26,423 Points, Directly Below Its Record High, While in China, Memory Chip Champion CXMT Displaces Former Heavyweight Tencent From the Stock Market Peak

USA & MACRO-ENVIRONMENT Wall Street starts the new week cautiously The S&P 500 is trading down by −0.10%, slightly in the red, after it showed some weakness on Friday but still managed to close out its third consecutive week of gains – the longest winning streak since May. The tech-heavy Nasdaq 100 is up by +0.39% and is supporting the market, while long-term Treasury yields continue their recent rise and the ten-year yield jumps back above 4.7%. According to Matt Maley of Miller Tabak, these stubbornly high interest rates are...