Could the World Cup be this year's most unexpected investment theme?

Hosted by Michelle Martin, we explore which stocks could benefit from a US$17 billion World Cup boost to the U.S. economy.

Markets are also rallying on news of a U.S.-Iran ceasefire, sending oil prices lower and investors back into risk assets.

Plus, SpaceX surges after its blockbuster IPO debut while Anthropic faces a regulatory setback.

And we look ahead to a major Nasdaq-100 reshuffle that could create fresh winners and losers in the AI trade.