Key facts
- Global stocks remained near record highs.
- The AI boom continued to drive demand for technology stocks.
- Fresh attacks in the Gulf between Iran and the U.S. challenged optimism about reopening the Strait of Hormuz.
- Nvidia unveiled a new AI chip for laptops and desktops.
- AI giant Anthropic confidentially filed for a U.S. IPO.
Global stock markets are holding near record highs, driven by sustained demand for AI-related technologies. This optimism is currently outweighing concerns stemming from renewed tensions between the U.S. and Iran in the Gulf, which have led to increased oil prices and a selloff in government bonds. Investors are closely watching ongoing negotiations and upcoming macroeconomic data releases.