The US stock market is once again maliciously rising! How should the big A respond? How should the crypto world respond?

The AI frenzy ignores Middle Eastern war, US stocks hit new highs again, Anthropic's valuation approaches 1 trillion dollars
On May 29, as the US-Iran conflict escalated again and Iran launched missiles at US drones, US tech stocks continued to surge.
The S&P 500 and Nasdaq both hit record closing highs on Thursday, with AI concepts becoming the market's core driving force.
Among them, Snowflake surged 36% in a single day due to exploding demand for AI platforms and earnings far exceeding expectations; Dell rose 31% after winning a $9.7 billion Pentagon contract and delivering strong earnings, marking the fastest sales growth since its re-listing in 2018.
Meanwhile, AI startup Anthropic, in its latest funding round, was valued close to $1 trillion, surpassing OpenAI to become the highest-valued AI company in Silicon Valley.
Although the US and Iran are reportedly close to reaching a 60-day ceasefire framework agreement, subsequent reports from Iranian media said Iran launched missile attacks again, and Middle Eastern tensions remain high.
Exxon warned that global oil inventories could fall to dangerous levels within weeks, potentially driving oil prices further higher.
In addition, the US core PCE price index for April rose 3.8% year-over-year, indicating that inflationary pressures have not eased, and markets expect the Federal Reserve may continue to maintain high interest rate policies.
According to the latest UBS survey, global family offices are massively adjusting asset allocations, reducing US exposure and shifting toward emerging markets such as Latin America and Africa, with "de-dollarization" trades continuing to heat up. $BTC
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