The U.S. and Iran are reported

The U.S. and Iran are reportedly close to signing a memorandum to end the war, with Trump saying the chances of a deal are “very high.”

Brent crude fell -7.83% in a single day to $101, while WTI dropped -7.03% to $95.
The inflation narrative is starting to loosen, the U.S. dollar index fell -0.43%, and risk assets benefited.

Nasdaq Hits Highs for Six Straight Weeks: Dare to Chase?

Nasdaq 100 hit a record high. Accelerating AI capex deployment and a semiconductor super-cycle are the structural dual engines behind this Nasdaq valuation expansion, though six weeks of gains have pushed overall valuation percentiles close to historical highs. Next week's BABA, Tencent, and CSCO earnings will serve as a critical window to test whether the AI narrative can continue to secure fundamental support. After six straight weekly gains, do you stay fully invested or trim to lock in profits — what's your call?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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