Good morning. On Fortune’s radar today:Markets: Global rally underway!Trump tells Netanyahu: “You’re f—ing crazy.” The S&P 500 might help Anthropic and SpaceX but hurt investors.Bank of America isn’t totally sold on this AI thing.Goldman Sachs has an insane World Cup prediction bracket that says Spain will win.Elon Musk’s Bitcoin horde is a lot bigger than everyone thought.This story was originally featured on Fortune.com