As AI model-related security incidents continue to rise, the cybersecurity industry is poised for a paradigm shift in its technological approach.

① OpenAI announced that it has paused certain development activities related to its next-generation AI model, Astra, following an assessment indicating the potential for the model to possess capabilities enabling critical-level cyberattacks; ② The cybersecurity industry is evolving from 'AI-assisted security' to 'AI-native security': security products are no longer treating AI as an add-on feature, but are deeply integrating large-model reasoning capabilities, knowledge graph-based correlation analysis, and autonomous agent decision-making into the core of their security architectures.

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After AGI, Silicon Valley has found another justification for capital expenditure.

① The Chief Strategy Officer of Google DeepMind stated that RSI is becoming the core investment rationale behind AI capital expenditures. ② Both OpenAI and Anthropic have already placed bets on this direction. ③ “The arrival of RSI may come sooner than most institutions anticipate.”

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U.S. Markets Close | Weak Jobs Report Dampens Rate Hike Expectations; S&P 500 Hits New Record High. Software Stocks Surge, with Atlassian Jumping 35% Post-Earnings and Palantir Rising Over 10%. Gold Rebounds Strongly Above $4,300.

The S&P 500 rose 0.59% to close at 7,755.61, the Nasdaq Composite gained 1.28% to 26,686.48, and the Dow Jones Industrial Average advanced 0.28% to 54,036.93. All three major U.S. equity indices recorded their largest weekly gains since mid-April this week. Spot gold surged 2.3% to $4,336 per ounce. WTI crude traded at approximately $77.5 per barrel, while Brent crude was around $82.5 per barrel. The yield on the 10-year U.S. Treasury note stood at 4.65%.

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Iran and Oman have clarified the overall framework of their agreement, while Iran is considering banning vessels linked to the U.S. and Israel from passing through its waters; however, Trump stated that negotiations have 'made progress.'

U.S. officials recently stated that the United States would lift its blockade on Iranian ports once an agreement to restore unimpeded commercial shipping is announced. Senior Iranian officials said that if Gulf states fail to persuade Trump to halt military actions against Iran and instead resolve the conflict through negotiations, Iran would strike critical infrastructure—including oil, electricity, and water supply systems—in those countries.

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Express News | U.S. officials stated that talks between Oman and Iran regarding the Strait of Hormuz have made progress, with an agreement expected soon.

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Express News | OpenAI has paused development of its new model Astra over concerns that it possesses capabilities for critical cyberattacks.

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