Trump extended the Iran ceasefire indefinitely — S&P 500 and Nasdaq hit simultaneous all-time records for the first time since the war began Feb. 28. Oil defied the peace signal, surging above $100 as Iran seized two ships in the Strait of Hormuz. GEV +13.75%: Q1 data center orders exceeded all of 2025, validating the AI power thesis. Tesla AMC: EPS beat but delivery miss and energy storage collapse cloud the outlook. CUSMA renewal “unlikely by July 1,” USTR warns.
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MIB: Ceasefire Rally to Records, Oil Surges Past $100, GEV Confirms AI Power Boom
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MIB: FOMC Day One, Oil Resumes Rally, Amazon’s $600B AI Bet, and a Brutal LLY Downgrade
Oil resumed its climb — WTI $96, Brent $103+ — as FOMC Day 1 began and Monday’s de-escalation optimism faded. Amazon CEO Jassy doubled AWS 10-year target to $600B on AI demand (AMZN +1%). HSBC issued a rare Sell on LLY (-5.3%) citing GLP-1 market TAM saturation and imminent price wars. February retail sales beat (+0.6%) showed the consumer holding firm. Delta (DAL +6%) and American (AAL +4%) lifted Q1 guidance — travel demand crushing oil cost headwinds.
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