Hello, this is Leonie Kidd writing to you from London. Welcome to today's edition of the Daily Open newsletter. Chatting to my colleagues in the London newsroom this Monday morning, we remarked how there appears to be two parallel markets at play. There is an AI-fueled bull market driving stocks from Wall Street to Japan to record highs , as every inch of the AI stack is scrutinized for investment opportunities . Conversely, there is the geopolitically driven world of risk, which remains