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Oil Price Plunge Opens Up Global Risk Appetite, AI Narrative Shifts from “Either/Or” to “Want It All”

While we were still discussing the migration of AI capital from hardware to software, the market gave us a more complicated answer today: it’s not either-or—it wants everything. The force driving all of this isn’t AI itself—it’s oil prices. WTI crude plunged 6.47% overnight to $75.14, while Brent fell 6.08% to $78.68. U.S. Treasury Secretary Bessent said a “U.S.-Iran agreement could be reached as soon as today or tomorrow,” with the Strait of Hormuz set to reopen soon. The geopolitical premium t
ARM10.27%
INTC3.39%
SNDK4.28%
MU1.49%
GateLighthouseObservation·3h ago
Oil Price Plunge Opens Up Global Risk Appetite, AI Narrative Shifts from “Either/Or” to “Want It All”