Overnight Developments
U.S.–Iran Peace Deal Breakthrough — CNN / CBS News
The U.S. and Iran are closing in on a peace agreement to end the ongoing conflict. A one-page memorandum under negotiation would declare an end to hostilities and open a 30-day window to resolve nuclear demands and unfreeze Iranian assets. The development is driving a global risk-on rotation and pulling oil prices lower. Affected sectors: Energy, equities, commodities.
Nikkei 225 Surges 5.6% to Record 62,833 — CNBC
Japan’s benchmark posted a record single-day point gain of 3,320 points, driven by peace-deal optimism, a weaker yen following BOJ intervention, and a tech leadership rally — SoftBank +18%, Advantest +7%, Tokyo Electron +9%. Confirms aggressive global appetite for semis and AI infrastructure into the U.S. open. Affected sectors: Technology, semiconductors, energy.
Futures & Pre-Market
| Index | Futures | Change |
|---|---|---|
| S&P 500 | 7,397.75 | +0.09% |
| NASDAQ | 28,742.00 | +0.16% |
| DOW | 50,058.00 | -0.08% |
Watchlist Movers
None flagged >3% pre-market — but expect TSM, NVDA, SMCI, and AMZN to track the Japanese semis tape on the open given Advantest +7% / Tokyo Electron +9%.
International Markets
Asia ripped on peace-deal optimism: Nikkei +5.59% (record close), Hang Seng +1.57%, Shanghai +0.47%. Europe is mixed and lagging: FTSE -0.71%, DAX -0.26% — likely digesting energy-sector weakness as oil falls on reduced Middle East risk premium.
What to Watch at Open
Watch whether the Nikkei semis rally (Advantest, Tokyo Electron, SoftBank) carries into U.S. semis on the open — TSM ADRs and NVDA are the cleanest reads. If Iran headlines firm into a signed memo during the session, expect oil and energy names to extend lower while risk equities push higher.
This alert is for informational purposes only and does not constitute financial advice.