Today's AI and US stock market insights: 1. MSFT surged 4%! Everyone's comparing it to Muse—Microsoft integrated Office into Copilot to create a super assistant. 2. The US and Iran are discussing a phased reopening of the Strait of Hormuz. Oil prices are dropping, and the 10-year yield fell to 5.16%. Tech stocks and indices saw slight gains. 3. META to rise another 59%? Wall Street expects next year's EPS to hit $33.87, corresponding to a forward P/E ratio of 21.5x. If we go by Nasdaq's 34x, its market cap could reach $3 trillion. 4. Earth destruction online! Bill Gates says AI is now powerful enough to cause the death of 1 billion people. The probability of human extinction in the next decade is skyrocketing. 5. AESI soared 13%! Energy service provider Atlas reportedly signed a major deal with OpenAI or Anthropic. They even prepaid for power generation equipment to supply electricity to data centers.