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Group 1 - European and Asian stock indices showed mixed performance, with the South Korean Composite Index dropping 0.7% after earlier gains of 1.8%, while Japan's index rose by 0.3% [1][6] - Semiconductor stocks benefited from the ongoing momentum in AI trading, contributing to market resilience despite geopolitical tensions [1][7] - The South Korean Composite Index reached a market capitalization of $2 trillion, with a year-to-date increase of 23%, driven by political changes and the resurgence of AI investment themes [7] Group 2 - The G7 summit yielded limited results, with renewed concerns over energy supply due to escalating geopolitical risks in the Middle East, particularly regarding oil transport through the Strait of Hormuz [2] - Morgan Stanley economists warned that oil prices could surge if disruptions occur, with potential implications for interest rate decisions if prices exceed $85 per barrel [2][3] - Market focus is shifting to the upcoming Federal Reserve decision, with expectations for signals regarding interest rate stability and future actions [2][3]