Episode Details

Stocks surged to new highs as AI hype soared with Nvidia’s groundbreaking chip announcement, while geopolitical tension with Iran cast a shadow over markets, sending oil prices up and fueling inflation fears. Despite Iran’s surprise pause in talks and Trump’s ambiguous stance on Israeli troop movements, investors remain optimistic a deal is possible. Tech stocks reacted unevenly—Micron hit $1,000 for the first time, while Qualcomm and Intel dipped. The looming jobs report and Fed’s first meeting under its new chair add pressure, but U.S. factory activity showed surprising resilience for the fifth straight month.

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