- Iran-Israel flare-up and rising Gulf skirmishes are pushing oil higher and adding fresh geopolitical risk that could jolt markets.
- A weak AI outlook from Broadcom plus stronger-than-expected jobs data rattled tech stocks and raised odds of further Fed rate hikes.
- SpaceX’s massive IPO (>$75B raise, ~$1.75T valuation) could suck up liquidity and amplify market volatility as investors rush for shares.
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