Tue, Sep 29, 2026 — US and Iran are talking through mediators to end the war, US and China agreed to cut tariffs on $60B of goods, and the US 30-year Treasury yield tagged 5.6% — highest since 2002. T

Qatar confirms it's relaying US-Iran messages, and Putin issued a nuclear strike warning in a bizarre response to a TV wargame show. Iran oil shock risk is still live; India's Sensex crashed 1,800 points and Nifty lost 550 in two days. Watch energy if talks stall. US and China agreed to cut tariffs on $60B of goods. Good signal for tech hardware and semis; $NVDA $AAPL $MSFT all get easier comps if this holds. The issue is whether it's a truce or a pause. $NVDA +0.1% as it rolls out an AI watchdog to stop rogue agents from breaking out of control. Also $NVDA is at its cheapest valuation since 2015. Not sure people appreciate the setup: cheaper multiple, new security layer, still the AI toll booth. Who makes GPUs besides $NVDA and $AMD? That question matters because AI compute demand is broadening. $AVGO $MU are the picks-and-shovels names to watch as custom silicon and memory tighten. US 30-year Treasury yield at 5.6%, highest since 2002; analysts see 10-year hitting 6%; India's 10-year

Qatar confirms it's relaying US-Iran messages, and Putin issued a nuclear strike warning in a bizarre response to a TV wargame show. Iran oil shock risk is still live; India's Sensex crashed 1,800 poi