The three major U.S. stock indices all fell, with the market worried about a bubble peak; on the geopolitical front, Trump extended the Lebanon-Israel ceasefire agreement, while Iran denied division. Software stocks faced a 'Black Thursday,' with ServiceNow plunging 18%, and AI posing a threat to the traditional SaaS model; the semiconductor sector defied the trend and rose, with the Philadelphia Semiconductor Index climbing for 17 consecutive days. BTC hit resistance at the $80,000 level, now fluctuating around $78,000.