What changed
Monday, June 22, 2026 | US stock futures slip as Iran peace talks ease crude supply fears; Nvidia climbs after AI chip export restrictions are nixed; Fed announces passing of former Chair Alan Greenspan.
Geopolitics: VP Vance says US-Iran talks lay “good foundation” for a final deal, US authorizes 60 days of Iranian oil sales — but Trump threatens to “hit Iran very hard again.” Crude eases, equities search for direction.
Tech/AI: $NVDA rises on scrapped AI chip export curbs, still -0.9% from highs with history suggesting a buy window. Nvidia commits $2B to Nebius Group ($NBIS) in robotaxi push with Avride-Uber; touts 100% water-use reduction in new data center design.
Macro/Bonds: Chicago Fed National Financial Conditions Index reads -0.505, signaling loose credit. Fed mourns Alan Greenspan; markets react calmly. Invesco AAA CLO floating-rate ETF declares $0.0957 distribution.
Systemic: “Will the stock market crash in 2026?” pieces circulate widely. History shows the costliest mist
Why it matters
Geopolitics: VP Vance says US-Iran talks lay “good foundation” for a final deal, US authorizes 60 days of Iranian oil sales — but Trump threatens to “hit Iran very hard again.” Crude eases, equities search for direction.