Monday, June 22, 2026 — US-Iran peace talks unlock 60-day Iranian oil sales; Nvidia slides as Google & Amazon assault its AI chip stronghold; Fed mourns the passing of Alan Greenspan.

Monday, June 22, 2026 — US-Iran peace talks unlock 60-day Iranian oil sales; Nvidia slides as Google & Amazon assault its AI chip stronghold; Fed mourns the passing of Alan Greenspan. Geopolitics: VP Vance says talks laid “good foundation” for a final deal, Iran’s foreign minister hails progress and a Lebanon ceasefire mechanism. The US authorization of Iranian crude exports eases oil prices, yet Seoul shares slip on deal uncertainty and US futures are muted. Tech/AI: $NVDA -1.3% as Kalshi traders bet on lower chip prices and cloud titans Google and Amazon launch a “full-frontal assault.” Amid the pressure, Nvidia commits $2B to Nebius Group ($NBIS) for robotaxi ambitions, teases “Blackwell-Next” GPUs in a Linux patch, and sees AI chip export restrictions nixed. Macro & systemic: Chicago Fed Nat’l Financial Conditions index eases to -0.505. Invesco AAA CLO floating-rate ETF declares a $0.0957 distribution. A hantavirus ship quarantine ends in Nebraska, erasing a niche tail risk. The

Geopolitics: VP Vance says talks laid “good foundation” for a final deal, Iran’s foreign minister hails progress and a Lebanon ceasefire mechanism. The US authorization of Iranian crude exports eases oil prices, yet Seoul shares slip on deal uncertainty and US futures are muted.