
A rumor surfaced that Iran may relinquish its uranium stockpiles, while Tehran announced a ban on European and Israeli vessels transiting the Strait of Hormuz, reigniting oil‑supply concerns. Oil futures held gains despite the mixed geopolitical signals. Meanwhile, AI firm Anthropic is working to rescue a troubled Department of Defense contract, a move that could shape the sector’s defense‑AI outlook. The update also listed a Morgan Stanley tech conference lineup and reminded viewers that the stream is educational, not advisory.

According to a New York Times report, Iran has initiated back‑channel communications aimed at ending the ongoing war, marking the first positive development in the past 100 hours. The rumor sparked a risk‑off rally, lifting the S&P 500 and pulling down...