Tuesday, July 28, 2026 — Iran ceasefire hangs on Trump-Netanyahu meeting, NVDA commits $5B to safe superintelligence, AAPL reclaims most valuable company crown

Trump holds the Iran war pause in his hands — final ceasefire decision comes after today’s sit-down with Netanyahu, first time they’ve met since this kicked off Kevin Warsh presser is the real macro event this week — financial conditions are loosening fast, Chicago Fed index at -0.55, and the 10Y just eased to 4.62% MSFT earnings on deck — the street wants cloud growth and capex numbers, especially with NVDA throwing $5B at superintelligence and everyone questioning AI spend ROI NVDA down 1.3% — Taiwan just detained an employee in that Super Micro chip smuggling probe, and now there’s a chart Jensen doesn’t want you to see making the rounds AAPL flat but quietly took the market cap crown back from NVDA — not sure people appreciate how much this is a rotation signal, not just a headline

Trump holds the Iran war pause in his hands — final ceasefire decision comes after today’s sit-down with Netanyahu, first time they’ve met since this kicked off