Applied Digitals Hyperscaler Deal Signals Broader AI Infrastructure Potential Warren Buffett Warns Investors May Be Playing With Fire Amid Market Euphoria Qualcomm Shares Surge as Investors Anticipate AI Device Boom Europe Faces Strategic Vulnerability as US Dominates Satellite and AI Infrastructure Warns Telecoms CEO Microchip Technology Receives Price Target Upgrades Amid Signs of Semiconductor Recovery Trump Indicates Iran Deal to Reopen Strait of Hormuz Largely Negotiated Wall Street Rises Dow Hits Record High as Middle East Hopes Lift Sentiment