Trump signed a Memorandum of Understanding with Iran at Versailles, France, covering a ceasefire, reopening of the Strait of Hormuz, and preliminary nuclear talks. He celebrated the stock market hitting record highs and oil prices dropping, arguing critics of his Iran policy are 'jealous, bad people, or stupid.' He also touted a major Intel semiconductor deal where the US government received a 10% equity stake now worth over $60 billion, and pushed his 'Save America Act' demanding voter ID and citizenship proof as conditions for signing FISA reauthorization.
| Symbol | Direction | Reason | Price at Feed |
|---|---|---|---|
| USO | ▼ DOWN | Trump explicitly celebrated tumbling oil prices and the Strait of Hormuz reopening increases supply flow, continuing downward pressure on crude. | $112.12 |
| INTC | ▲ UP | Trump directly described a government-backed Intel revival with Nvidia, Tesla, and Apple partnerships driving Intel's market cap from ~$100B to over $600B, reinforcing strong bullish momentum. | $132.17 |
| XLE | ▼ DOWN | Strait of Hormuz reopening and Trump's stated goal of keeping oil prices low will weigh on energy sector earnings expectations. | $54.48 |
| GLD | — NEUTRAL | Iran deal reduces immediate geopolitical safe-haven demand, but Fed holding rates amid 4.2% inflation keeps real rates low, creating offsetting forces for gold. | $391.27 |
| SOXX | ▲ UP | Trump's high-profile semiconductor reshoring narrative featuring Intel, Nvidia, and Apple building chips domestically directly boosts sentiment for the semiconductor sector ETF. | $619.79 |