US equities opened higher: Dow +0.33%, S&P 500 +0.56%, Nasdaq +0.39%. SpaceX
(SPCX.O) fell 10.5% on concerns over a surge in AI-related spending. AMD (AMD.O)
dropped about 7% after weak Q2 results and a muted outlook. Shopify (SHOP.N)
jumped about 20%. Gold briefly topped $4,200 intraday; miners Harmony Gold
(HMY.N) rose 7.5% and Gold Fields (GFI.N) climbed 8.3%. Storage-related stocks
were slightly lower.