Tuesday

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Tuesday 🌋: Markets buckled under apocalyptic war rhetoric and an overnight oil spike, then steadied as Oman‑brokered shipping talks surfaced and ceasefire hope crept back into the tape. Energy and defense were the only clean winners early, but the day ended with a hesitant grind higher as investors clung to any signal the Hormuz choke could ease. After hours, deal and policy headlines carried the tape — Ackman’s UMG relisting pitch, Paramount’s sovereign‑capital lifeline, Broadcom’s expanded AI chip pipeline, and a surprise Medicare Advantage rate bump that lifted healthcare.

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