Trump tells Netanyahu, ‘You’re f—ing crazy’ and Wall Street sees it as a sign he’s losing patience with the war and wants it done

Everything you need to know before you reach the office this morning.

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 hoard is a lot bigger than everyone thought.

This story was originally featured on Fortune.com