France and Spain reach the semis as diplomacy, weather and AI capital reshape the day

France and Spain reached the World Cup semifinals. The U.S. and Iran agreed to continue talks, though the previous ceasefire was declared over. Typhoon Bavi threatened East Asia, a Spanish wildfire caused heavy casualties, and AI infrastructure, Tencent-Manus talks, SK Hynix and Japan inflation all pointed to repriced scarcity.