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• Washington and Tehran reached an agreement to cease tit-for-tat military strikes in the Strait of Hormuz and resume negotiations in Doha, easing the most acute phase of a Gulf crisis that had threatened to disrupt the transit route for roughly a fifth of …
• U.S. equities opened the holiday-shortened week strongly, with the S&P 500 (SPY) gaining 0.7% toward the 7,400 level and the Nasdaq Composite (QQQ) surging 1.2%, as easing Middle East tensions and a technology sector rebound combined to restore investor confidence.
• Brent crude (LCO) steadied near pre-conflict levels on Monday after having fallen nearly 10% the prior week, as markets priced in a reduced probability of sustained shipping disruption through the Strait of Hormuz following the U.S.–Iran ceasefire agreement.
• Iran's Islamic Revolutionary Guards Corps confirmed retaliatory strikes against a U.S. naval base in Bahrain and a Kuwaiti air base over the weekend, in response to American strikes on Iranian military facilities following an attack on a tanker in the Strait of Hormuz.
• President Trump issued a stark warning that the United States could be forced to take decisive military action against Iran if attacks on commercial shipping in the Strait of Hormuz continued — a statement made hours before both sides agreed to a ceasefire …
• The planned U.S.–Iran negotiations in Qatar represent the most substantive diplomatic engagement between the two adversaries since the Gulf conflict began in late February, with a durable agreement potentially removing the single largest near-term risk premium embedded in Brent crude (LCO) prices.
• Cerebras Systems (NASDAQ: CBRS) shares recovered sharply from a 52-week low of $160.81, gaining approximately 6% as Cathie Wood's ARK Investment Management accumulated $22.5 million worth of shares during the post-earnings selloff, signalling high-conviction belief in the wafer-scale inference thesis.
• Reports that OpenAI may postpone its highly anticipated initial public offering from late 2026 to 2027 dented investor confidence across AI-exposed equities including Nvidia (NVDA), Microsoft (MSFT), and Palantir (PLTR), compounding a week of tech sector selling driven by valuation concerns.
• Palantir Technologies (NASDAQ: PLTR) shares rose approximately 3% at Monday's open as AI software stocks broadly stabilised following a week of sharp rotation selling that had pushed several high-multiple names to short-term support levels.
• F5 Networks (NASDAQ: FFIV) reached a record closing price of $411.66, extending a year-to-date rally of over 54% fuelled by surging enterprise demand for AI application security, API governance, and distributed compute delivery infrastructure.
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