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Columns5| Company | Markets | New markets | Momentum | Activity | Expansion score |
|---|---|---|---|---|---|
BloombergYou | 25 | 2 | +79% | 53 | 66 |
Bloomberg Intelligence Japan Banks Research Analyst - Tokyo
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ActiveUS stock indices surged with Meta, Micron, and AMD leading gains as US-Iran ceasefire agreement boosted risk assets. Bitcoin jumped 4.68% while WTI crude oil fell over 4%.
Commerce Secretary Howard Lutnick ordered Anthropic to suspend its Fable 5 and Mythos 5 AI models, threatening criminal charges if foreign nationals accessed them without proper licensing.
Carlyle Group CEO Harvey Schwartz warns that geopolitical conflicts have ended the era of low inflation and interest rates, with energy and data security becoming core determinants of capital value in global markets.
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