Trade Setup

U.S. equity markets are rallying sharply this morning as investors digest a massive geopolitical breakthrough alongside robust corporate and economic developments. A newly signed U.S.-Iran peace deal has sent oil prices tumbling, providing broad relief to the market and offsetting a hawkish future interest rate outlook from the Federal Reserve. 

📈 Major Index Snapshot

The tech sector is leading the morning rebound following yesterday's Fed-induced dip. 

• S&P 500 (.INX): Trading up 0.95% to 7,490.95, recovering almost all of yesterday's losses.
• Nasdaq Composite (.IXIC): Surging 1.19% to 26,331.67, heavily bolstered by massive demand for artificial intelligence and semiconductor infrastructure. 

⚡ Technical & Macro Catalysts

• The Peace Dividend & Slumping Energy: The interim peace accord signed by President Trump at Versailles has driven Brent crude futures down toward their prewar baseline of $72.50 a barrel. Falling energy costs have immediately dragged retail gasoline back below $4.00 a gallon, easing immediate consumer inflation anxieties. 
• Hawkish Fed vs. Strong Data: Even though the Fed held interest rates steady yesterday and signaled a 64% probability of a rate hike by September, today's data confirms a highly resilient economy. The Philadelphia Fed Manufacturing Index shot up to 10.3 (beating expectations of 9.8) and Initial Jobless Claims stayed low at 226,000, neutralizing immediate recession fears. 
• Housing Weakness Cushions Yields: The massive 15.4% drop in May Housing Starts provides a safety valve, ensuring the Fed cannot push rates too aggressively without entirely breaking the property market.\

🚀 Key Corporate Movers

• Intel Corporation (INTC): Rocketing 9.8% higher following a surprise announcement that it will partner directly with Apple to design and manufacture premium chips natively in the U.S. 
• Semiconductor Sector: Piling on top of the Intel momentum, Micron (MU) is up 4.8% and AMD (AMD) is up 3.9%, driving the iShares Semiconductor ETF (SOXX) up 4.6%. 
• Accenture (ACN): Cratering 11% after its Q4 revenue projections significantly lagged behind Wall Street's tech services baseline. 
• SpaceX (SPCX): Dropping 3% to $186 in continued profit-taking after its blockbuster public debut earlier this week. 
• Bitcoin & Strive (ASST): Bitcoin is holding steady in the $64,000 range, keeping corporate accumulator ASST stable despite mild capital shifts out of crypto proxies and back into mega-cap AI tech. 

Would you like to review the specific support and resistance levels for the Nasdaq today, or explore the launch of the new Nvidia Ecosystem ETF (NVPS) that hit the market this morning?