[Morning Update] AI semiconductor stocks rise; Micron up 12%. SpaceX rebounds for the first time in 8 days; Nebius surges 19%. USD/JPY climbs to the 163 yen range. - MoomooWeBank Wins The Asian Banker’s Best AI-Driven Bank of the Year Award in Asia Pacific - Macau BusinessAlphabet faces investor scrutiny as Gemini delay tests AI spending - The American BazaarTeachers Just Got FREE Access to Claude for Teachers—Here’s What It Can Do - Bored TeachersExperts warn AI-driven data inferencing is outpacing state privacy protections - StateScoop