Episode Details

Geopolitical calm between the U.S. and Iran sparked a market rally, easing fears of Middle East conflict and cooling inflation pressures—making a Fed rate hike less likely and boosting software stocks. AI IPO delays also quieted market jitters, sending MongoDB, Bandwidth, and especially volatile SentinelOne soaring. While gains are strong, many still trade below last year’s highs—proof that global events and industry shifts move markets faster than you think.

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