Executive Summary
Key market highlights and overall sentiment assessment
Key Highlights
- Fed minutes reveal more officials warned of possible rate hike, signaling hawkish shift
- SpaceX files for IPO on Nasdaq under SPCX, revealing $4.69B Q1 revenue
- Oil prices fall sharply on US-Iran deal hopes, boosting stocks and bonds
- Nvidia earnings beat estimates but draw lukewarm investor reaction, chip sector under pressure
- NextEra to buy Dominion for $67B, forming a power giant in the utility sector
- AI disruption concerns spread across sectors, from First Advantage to Cerebras IPO
- US 30-year yield hits highest since 2007, deepening bond selloff
- Gold faces downside risk below 200-DMA, Societe Generale warns
- Emerging currencies gain as Iran war fears ease
- Private credit valuations under DOJ probe, BlackRock fund in focus
4Minutes Show Fed Officials Warned of Possible Rate Hike
23SpaceX Files for IPO on Nasdaq Under SPCX Symbol
64Stocks, Bonds Climb as Oil Falls on US-Iran Hopes: Markets Wrap
19Nvidia Draws Lukewarm Investor Reaction Despite Beating Estimates
36NextEra to Buy Dominion for $67B to Form Power Giant
84First Advantage (FA) Shares Sold Off Amid AI Disruption Concerns
79US 30-Year Yield Hits Highest Since 2007 as Selloff Deepens - Yahoo Finance
48Gold: Downside risk below 200-DMA - Societe Generale
18Emerging Currencies Post Gains as Iran War Hopes Gain Traction
25BlackRock Private Credit Fund’s Valuations Are Probed by DOJ
Market Insights
Sector trends, themes, and emerging market dynamics
Key Market Themes
Sector Analysis
Technology
Mixed: AI-driven stocks like Nvidia beat estimates but face lukewarm reaction; chip sector (Micron, Sandisk) in meltdown; Cerebras IPO surges but analysts say not a buy; Meta considered cheap off highs; Dell bullish on AI boom; ServiceNow erases gains as software rebound cools.
AI optimism is being tempered by valuation concerns and profit-taking. The sector is bifurcated between high-growth AI plays and legacy tech under pressure. Investors should focus on companies with strong AI revenue visibility and reasonable valuations.
3Meta Stock Is Off Its Highs, and Could be Cheap - What's the Best META Play?
19Nvidia Draws Lukewarm Investor Reaction Despite Beating Estimates
21Nvidia Earnings Are Set to Make or Break the Chip Stock Rally
77The AI Boom Is Likely to Keep Pushing DELL Stock Higher
89Cerebras Just Rocketed Onto the Nasdaq. The Biggest IPO of 2026 Isn’t a Buy Here.
92Cerebras Stock Rises On Possible Inclusion In S&P Indexes - Investor's Business Daily
101White-hot semiconductor stocks like Sandisk and Micron are now in meltdown mode
102ServiceNow erases gains as software rebound cools
Energy
Oil prices fall sharply on US-Iran deal hopes; Shell price target lowered despite Q1 beat; Energy Transfer target raised; Oil & gas M&A heats up with $20B assets in play; Berkshire trims Chevron stake; rising gas prices hamper summer travel.
Geopolitical risk premium is fading, pressuring oil prices. M&A activity suggests consolidation, but lower prices could hurt earnings. Investors should monitor Iran deal progress and OPEC+ response.
7Shell (SHEL) Price Target Lowered Despite Q1 Earnings Beat
9Berkshire Hathaway Trims Stake in Chevron (CVX)
58Energy Transfer (ET) Price Target Raised Despite Mixed Q1
64Stocks, Bonds Climb as Oil Falls on US-Iran Hopes: Markets Wrap
68Oil & Gas M&A Heats Up With $20 Billion of Assets in Play
78Daily Spotlight: Oil Prices: Higher for Longer
80Oil Falls as Trump Says US Is in ‘Final Stages’ With Iran
24How Rising Gas Prices Are Hampering 2026 Summer Travel Plans
Financials
Goldman Sachs selected to lead SpaceX IPO; JP Morgan raises price targets on Target and Edison International; HSBC among top undervalued dividend stocks; IG Group shares hit all-time high; low dollar volatility forces FX traders into carry trades.
Investment banking activity is picking up with major IPOs, benefiting banks like Goldman. Dividend stocks remain attractive in a volatile rate environment. FX markets are shifting toward carry strategies.
8JP Morgan Raises Price Target on Target Corp. (TGT)
27Goldman Sachs reportedly selected to lead SpaceX IPO in landmark Wall Street deal
75JP Morgan Raises Edison International (EIX) PT for the Second Time in Two Weeks
81IG Group Shares Hit All-Time High on Guidance Raise
83HSBC Holdings (HSBC) – Among the Top 12 Undervalued Dividend Stocks to Buy Now
31Low Dollar Volatility Forces FX Traders Into Carry, Value
Utilities & Infrastructure
NextEra to buy Dominion for $67B to form power giant; Exelon price target lowered despite strong Q1; Edison International gets second PT raise from JP Morgan; Germany seeks 40% stake in tank-maker KNDS.
Utility mega-merger signals consolidation for scale and renewable energy investment. Regulatory and rate environment remain key. Defense infrastructure spending in Europe is rising.
20Exelon (EXC) Price Target Lowered at TD Cowen Despite Strong Q1
28Edison International Stock: Is Wall Street Bullish or Bearish?
34Germany Coalition Set to Pursue 40% Stake in Tank-Maker KNDS
36NextEra to Buy Dominion for $67B to Form Power Giant
75JP Morgan Raises Edison International (EIX) PT for the Second Time in Two Weeks
Consumer & Retail
Target names new supply-chain head amid weak sales; Wayfair profitability expands despite muted backdrop; Carvana seen as strong long-term hold; consumers cracking under high prices; Barnes & Noble open to AI-written books.
Consumer discretionary is under pressure from inflation and high rates. Companies with cost discipline and supply-chain improvements (Target, Wayfair) may outperform. AI is reshaping retail content.
8JP Morgan Raises Price Target on Target Corp. (TGT)
32Target Names a New Supply-Chain Head as It Struggles With Weak Sales
53Wayfair’s (W) Profitability Expanded Despite a Muted Category Backdrop
56What Makes Carvana (CVNA) a Strong Long-Term Holding?
91Are consumers cracking under the weight of high prices? We’re about to find out
95Why the CEO of Barnes & Noble would support selling AI-written books in stores
Healthcare & Biotech
AbbVie price target lowered to $235 at Evercore ISI.
Pharma faces patent cliff and pricing pressure. AbbVie's Humira erosion continues. Focus on pipeline and M&A for growth.
Real Estate & Infrastructure
ICTSI secures $300M loan from AIIB for port infrastructure; Germany coalition pursues 40% stake in KNDS.
Infrastructure investment continues globally, with Asia and Europe leading. Port and defense infrastructure are key themes.
Risk Assessment
Identified risk factors, impact levels and mitigation strategies
Private credit valuation risk
MediumMitigation: Reduce exposure to private credit funds; favor public credit with transparency; monitor DOJ probe outcomes.
Cybersecurity and data breach risk
MediumMitigation: Invest in cybersecurity stocks; ensure portfolio companies have robust data protection; monitor regulatory developments.
4Minutes Show Fed Officials Warned of Possible Rate Hike
35Fed Minutes Show More Officials Warned of Rate-Hike Scenario
50Fed officials’ concerns about inflation sparked talk of rate hike during last meeting
73Fed Minutes Show More Officials Warned of Rate-Hike Scenario
98Trump says he’ll let Warsh ‘do what he wants to do’ with interest rates. It’s a remark that Fed watchers have been bracing for. - MarketWatch
2Neil Dutta on How Economists Are Missing the Macro Impact of AI
19Nvidia Draws Lukewarm Investor Reaction Despite Beating Estimates
21Nvidia Earnings Are Set to Make or Break the Chip Stock Rally
84First Advantage (FA) Shares Sold Off Amid AI Disruption Concerns
89Cerebras Just Rocketed Onto the Nasdaq. The Biggest IPO of 2026 Isn’t a Buy Here.
101White-hot semiconductor stocks like Sandisk and Micron are now in meltdown mode
102ServiceNow erases gains as software rebound cools
18Emerging Currencies Post Gains as Iran War Hopes Gain Traction
22Trump says he called off a planned attack on Iran
64Stocks, Bonds Climb as Oil Falls on US-Iran Hopes: Markets Wrap
80Oil Falls as Trump Says US Is in ‘Final Stages’ With Iran
100Germany urged to stop admiring Beijing and wake up to ‘China Shock 2.0’
109US Treasuries Rebound on Optimism for US-Iran Deal Progress
79US 30-Year Yield Hits Highest Since 2007 as Selloff Deepens - Yahoo Finance
97S&P 500 posts third straight losing session as rising yields drag down stocks: Live updates - CNBC
24How Rising Gas Prices Are Hampering 2026 Summer Travel Plans
32Target Names a New Supply-Chain Head as It Struggles With Weak Sales
91Are consumers cracking under the weight of high prices? We’re about to find out
55My parents are in their early 60s with no savings, a mortgage, and $2,400 in Social Security – where can they afford to live?
25BlackRock Private Credit Fund’s Valuations Are Probed by DOJ
30US cyber agency CISA exposed reams of passwords and cloud keys to the open web - TechCrunch
42Ghana's public debt now GH¢674billion as cedi depreciation adds GH¢13.5billion to external debt
87Moody’s Cuts Mexico Credit Rating to One Notch Above Junk
Strategic Recommendations
Actionable investment opportunities and defensive strategies
Investment Opportunities
Buy SpaceX IPO on allocation, but wait for post-IPO volatility to subside before adding
medium-termSpaceX's $4.69B Q1 revenue and dominant position in space and Starlink make it a rare growth opportunity. IPO likely to be oversubscribed; initial pop may be followed by profit-taking.
Accumulate Meta Platforms on weakness
medium-termMeta is off highs and considered cheap relative to AI peers. Strong ad revenue and AI investments support long-term growth.
Buy Dell Technologies on AI server demand
medium-termAI boom is likely to keep pushing DELL stock higher as enterprise AI adoption drives server and storage upgrades.
Invest in NextEra Energy post-merger
long-termNextEra's $67B acquisition of Dominion creates a utility giant with scale in renewables. Long-term regulated cash flows and clean energy tailwinds.
Buy Target on weakness with new supply-chain head
medium-termTarget's new supply-chain leadership could improve margins. JP Morgan raised price target. Weak sales are priced in; turnaround potential.
Defensive Strategies
Increase cash and short-duration Treasuries
short-termFed rate hike risk and rising yields make cash attractive. Short-duration bonds reduce duration risk while providing income.
Hedge equity portfolios with put options on QQQ or SPY
short-termTech sector pressure and rising yields increase downside risk. Puts provide insurance against a correction.
Reduce exposure to overvalued AI and semiconductor stocks
short-termNvidia's lukewarm reaction and chip sector meltdown suggest profit-taking. Rotate to value and dividend stocks.
Buy gold on dips below 200-DMA
medium-termGold downside risk is limited by geopolitical tensions and Fed uncertainty. Societe Generale sees support near 200-DMA; buy on weakness.
23SpaceX Files for IPO on Nasdaq Under SPCX Symbol
27Goldman Sachs reportedly selected to lead SpaceX IPO in landmark Wall Street deal
41Musk’s SpaceX Files Publicly for Nasdaq IPO Under Symbol SPCX
62SpaceX IPO Filing Gives First Look at Musk Rocket Company Finances
76SpaceX IPO Filing Shows $4.69 Billion in First-Quarter Revenue
85SpaceX confirms plans for an IPO that could make Elon Musk a trillionaire
3Meta Stock Is Off Its Highs, and Could be Cheap - What's the Best META Play?
77The AI Boom Is Likely to Keep Pushing DELL Stock Higher
36NextEra to Buy Dominion for $67B to Form Power Giant
8JP Morgan Raises Price Target on Target Corp. (TGT)
32Target Names a New Supply-Chain Head as It Struggles With Weak Sales
18Emerging Currencies Post Gains as Iran War Hopes Gain Traction
31Low Dollar Volatility Forces FX Traders Into Carry, Value
4Minutes Show Fed Officials Warned of Possible Rate Hike
35Fed Minutes Show More Officials Warned of Rate-Hike Scenario
79US 30-Year Yield Hits Highest Since 2007 as Selloff Deepens - Yahoo Finance
109US Treasuries Rebound on Optimism for US-Iran Deal Progress
19Nvidia Draws Lukewarm Investor Reaction Despite Beating Estimates
39Futures signal weaker Wall Street open as tech sector faces renewed pressure: Dow Jones, S&P, Nasdaq
97S&P 500 posts third straight losing session as rising yields drag down stocks: Live updates - CNBC
101White-hot semiconductor stocks like Sandisk and Micron are now in meltdown mode
21Nvidia Earnings Are Set to Make or Break the Chip Stock Rally
102ServiceNow erases gains as software rebound cools
48Gold: Downside risk below 200-DMA - Societe Generale
71Is Verizon Communications (VZ) One of the Top 12 Undervalued Dividend Stocks to Buy Now?
83HSBC Holdings (HSBC) – Among the Top 12 Undervalued Dividend Stocks to Buy Now
94Altria Group (MO) Declares Quarterly Dividend of $1.06 per Share
Market Outlook
Forward-looking scenarios, key catalysts and indicators to watch
Short-term · 1–3 months
1-3 month outlook: Cautious with downside risks. Fed rate hike talk, rising bond yields, and tech sector pressure will weigh on equities. Oil price decline and Iran deal hopes provide some relief. Expect continued volatility with a bias toward defensive positioning. Key levels: S&P 500 support at 5,000, resistance at 5,300.
Long-term · 6–12 months
6-12 month outlook: Moderately positive if Fed pauses and AI investment cycle continues. SpaceX IPO, OpenAI IPO, and utility mega-merger signal long-term growth. However, inflation persistence and geopolitical risks (US-China, EU trade) could derail recovery. Earnings growth and AI adoption are key drivers. Target S&P 500 year-end 5,500.
Key Catalysts
- Fed minutes and subsequent speeches for rate path clarity
- US-Iran nuclear deal progress and oil price response
- Nvidia and other AI earnings for sector direction
- SpaceX IPO pricing and first-day performance
- OpenAI IPO filing details and valuation
- NextEra-Dominion merger regulatory approval
- US consumer spending and inflation data (PCE, CPI)
- EU-US trade deal negotiations
- China stimulus and 'China Shock 2.0' impact on global trade
- DOJ probe into private credit valuations
- US 30-year yield trajectory and bond market stability
- Cerebras index inclusion decision
- Germany defense spending and KNDS stake
- Emerging market currency trends and carry trade flows
Monitor Closely
- Fed funds futures and rate hike probability
- US 10-year and 30-year Treasury yields
- WTI and Brent crude oil prices
- Gold price relative to 200-DMA
- Bitcoin price and MicroStrategy buying activity
- VIX volatility index
- Dollar index (DXY) and EM currency performance
- Nvidia, Meta, Dell, and Target earnings revisions
- SpaceX and OpenAI IPO filings and roadshow
- Cerebras stock price and index inclusion
- BlackRock private credit fund valuation updates
- CISA cybersecurity breach fallout
- EU trade deal timeline with US
- Germany coalition decision on KNDS
- Ghana cedi and external debt dynamics
- Moody's Mexico credit rating outlook
4Minutes Show Fed Officials Warned of Possible Rate Hike
19Nvidia Draws Lukewarm Investor Reaction Despite Beating Estimates
23SpaceX Files for IPO on Nasdaq Under SPCX Symbol
36NextEra to Buy Dominion for $67B to Form Power Giant
64Stocks, Bonds Climb as Oil Falls on US-Iran Hopes: Markets Wrap
79US 30-Year Yield Hits Highest Since 2007 as Selloff Deepens - Yahoo Finance
80Oil Falls as Trump Says US Is in ‘Final Stages’ With Iran
93OpenAI Is Preparing to File for an IPO in the Coming Weeks
109US Treasuries Rebound on Optimism for US-Iran Deal Progress
25BlackRock Private Credit Fund’s Valuations Are Probed by DOJ
30US cyber agency CISA exposed reams of passwords and cloud keys to the open web - TechCrunch
12EU Expedites Start of US Trade Deal in Bow to Trump Demand
34Germany Coalition Set to Pursue 40% Stake in Tank-Maker KNDS
42Ghana's public debt now GH¢674billion as cedi depreciation adds GH¢13.5billion to external debt
87Moody’s Cuts Mexico Credit Rating to One Notch Above Junk
I’m in my late 40s and I’m bored of work. Can I walk away with a net worth of $15 million?
Neil Dutta on How Economists Are Missing the Macro Impact of AI
Meta Stock Is Off Its Highs, and Could be Cheap - What's the Best META Play?
Minutes Show Fed Officials Warned of Possible Rate Hike
Greenpeace exposes Amazon Cloud’s toxic partnerships and demands an end to Big Tech’s impunity
iFAST Global Bank Launches Worldwide Scan & Pay Powered by Alipay+
Shell (SHEL) Price Target Lowered Despite Q1 Earnings Beat
JP Morgan Raises Price Target on Target Corp. (TGT)
Berkshire Hathaway Trims Stake in Chevron (CVX)
Germany's AllUnity to launch Swedish krona stablecoin, pushes into AI agentic payments
Canaan Q1 revenue falls 24% as net loss widens to $88.7 million
EU Expedites Start of US Trade Deal in Bow to Trump Demand
JGC Holdings Corporation (JGCCY) Q4 2026 Earnings Call Prepared Remarks Transcript
'Shark Tank' Investor Robert Herjavec Recalls Sleeping Only 2 To 3 Hours A Night In His 20s: 'I'd Much Rather Be Tired Than Poor'
Comcast (CMCSA) Announces Quarterly Dividend of $0.33 per Share
Arizona college skips several graduates after an AI malfunction at commencement
These 5 high-yield savings accounts have no minimum balance requirement
Emerging Currencies Post Gains as Iran War Hopes Gain Traction
Nvidia Draws Lukewarm Investor Reaction Despite Beating Estimates
Exelon (EXC) Price Target Lowered at TD Cowen Despite Strong Q1
Nvidia Earnings Are Set to Make or Break the Chip Stock Rally
Trump says he called off a planned attack on Iran
SpaceX Files for IPO on Nasdaq Under SPCX Symbol
How Rising Gas Prices Are Hampering 2026 Summer Travel Plans
BlackRock Private Credit Fund’s Valuations Are Probed by DOJ
AbbVie (ABBV) Price Target Lowered to $235 at Evercore ISI
Goldman Sachs reportedly selected to lead SpaceX IPO in landmark Wall Street deal
Edison International Stock: Is Wall Street Bullish or Bearish?
Market Update: D, HD, VSH, FOXA, CTVA, TDOC
US cyber agency CISA exposed reams of passwords and cloud keys to the open web - TechCrunch
Low Dollar Volatility Forces FX Traders Into Carry, Value
Target Names a New Supply-Chain Head as It Struggles With Weak Sales
Razon's ICTSI secures $300-million loan from AIIB
Germany Coalition Set to Pursue 40% Stake in Tank-Maker KNDS
Fed Minutes Show More Officials Warned of Rate-Hike Scenario
NextEra to Buy Dominion for $67B to Form Power Giant
Prediction market ‘watchdog’ launches six-figure ad campaign ahead of Senate hearing
News organizations sue to unseal filings in DOJ’s Fulton County election investigation
Futures signal weaker Wall Street open as tech sector faces renewed pressure: Dow Jones, S&P, Nasdaq
US Seeks to Boost Energy Exports to India as Rubio Visits Delhi
Musk’s SpaceX Files Publicly for Nasdaq IPO Under Symbol SPCX
Ghana's public debt now GH¢674billion as cedi depreciation adds GH¢13.5billion to external debt
Electric powerhouse: Mercedes
Jeff Bezos says raising taxes on the wealthy won’t help the average American
XNTK Has Crushed QQQ by Six Points in 2026 and the Reason Is Hidden in How Each Fund Decides Which Stocks Matter
US Economy Is a 'Levered Bet on AI,' Orszag Says
Optimist Fund Exited Monday.com (MNDY) in Q1. Here’s Why
Gold: Downside risk below 200-DMA - Societe Generale
Ryan Specialty (RYAN) Fell as Pricing Weakness Weighs on Investor Sentiment
Fed officials’ concerns about inflation sparked talk of rate hike during last meeting
How Can CME Group (CME) Be an Alternative to Correlation Risk?
Here’s Optimist Fund’s Views on ThredUp (TDUP)
Wayfair’s (W) Profitability Expanded Despite a Muted Category Backdrop
Graduates are booing pep talks on AI at college commencements - AP News
My parents are in their early 60s with no savings, a mortgage, and $2,400 in Social Security – where can they afford to live?
What Makes Carvana (CVNA) a Strong Long-Term Holding?
Tips for a Successful Yard Sale: What to Sell, Pricing, Resale Sites
Energy Transfer (ET) Price Target Raised Despite Mixed Q1
Carney Pitches Reluctant British Columbia on New Oil Pipeline to Fuel Asia
Analyst Report: Corteva Inc
Sen. Josh Hawley says he favors a stock trading ban that applies to presidents
SpaceX IPO Filing Gives First Look at Musk Rocket Company Finances
More Private Cos. Getting Acquired: Evercore's Kiely
Stocks, Bonds Climb as Oil Falls on US-Iran Hopes: Markets Wrap
SEC Seeks Tokenized Equity Pilot as Clarity Act Reaches Senate Floor
Vox Media CEO Tells Why He Sold Podcast Business to James Murdoch
U.S. prosecutors drop fraud charges against billionaire Indian businessman
Oil & Gas M&A Heats Up With $20 Billion of Assets in Play
OpenAI co-founder Andrej Karpathy joins Anthropic’s pre-training team - TechCrunch
Taiwan Semiconductor Manufacturing Co (TSM) Soared Over 66% Over a Year
Is Verizon Communications (VZ) One of the Top 12 Undervalued Dividend Stocks to Buy Now?
What Are Wall Street Analysts' Target Price for Textron Stock?
Fed Minutes Show More Officials Warned of Rate-Hike Scenario
NFL's Commanders, Raiders Shift Ownership Stakes
JP Morgan Raises Edison International (EIX) PT for the Second Time in Two Weeks
SpaceX IPO Filing Shows $4.69 Billion in First-Quarter Revenue
The AI Boom Is Likely to Keep Pushing DELL Stock Higher
Daily Spotlight: Oil Prices: Higher for Longer
US 30-Year Yield Hits Highest Since 2007 as Selloff Deepens - Yahoo Finance
Oil Falls as Trump Says US Is in ‘Final Stages’ With Iran
IG Group Shares Hit All-Time High on Guidance Raise
Jamal Crawford has to tone down his excitement while calling NBA games
HSBC Holdings (HSBC) – Among the Top 12 Undervalued Dividend Stocks to Buy Now
First Advantage (FA) Shares Sold Off Amid AI Disruption Concerns
SpaceX confirms plans for an IPO that could make Elon Musk a trillionaire
Bonds 101: What you need to know about the bond market
Moody’s Cuts Mexico Credit Rating to One Notch Above Junk
Elon Musk breaks silence on OpenAI trial decision - Teslarati
Cerebras Just Rocketed Onto the Nasdaq. The Biggest IPO of 2026 Isn’t a Buy Here.
Best money market account rates today, May 19, 2026: Earn up to 4.01% APY
Are consumers cracking under the weight of high prices? We’re about to find out
Cerebras Stock Rises On Possible Inclusion In S&P Indexes - Investor's Business Daily
OpenAI Is Preparing to File for an IPO in the Coming Weeks
Altria Group (MO) Declares Quarterly Dividend of $1.06 per Share
Why the CEO of Barnes & Noble would support selling AI-written books in stores
Beloved restaurant chain’s oldest operating location to close after nearly 56 years in business - MLive.com
S&P 500 posts third straight losing session as rising yields drag down stocks: Live updates - CNBC
Trump says he’ll let Warsh ‘do what he wants to do’ with interest rates. It’s a remark that Fed watchers have been bracing for. - MarketWatch
Are Wall Street Analysts Bullish on Cadence Design Systems Stock?
Germany urged to stop admiring Beijing and wake up to ‘China Shock 2.0’
White-hot semiconductor stocks like Sandisk and Micron are now in meltdown mode
ServiceNow erases gains as software rebound cools
Codelco Eyes $2 Billion Gain From Unifying Copper Mines in Chile
I got laid off from Meta 3 years ago and spiraled. Here's why it was a blessing in disguise — and what I wish someone had told me then.
NFL's Browns Said to Sell Stake at Valuation Over $9B
Bitcoin Grows More Dependent on Saylor’s Buying Machine
OpenAI Is Preparing to File for an IPO in the Coming Weeks
Fair Isaac (FICO) Fell in Q1 Due to Valuation Concerns
US Treasuries Rebound on Optimism for US-Iran Deal Progress