Mon June 29, 2026. US-Iran truce unraveling after fresh Strait of Hormuz strikes. Fed rate hike bets jump, gold notches 4th weekly loss. Nvidia building a 170k-GPU AI factory in Indonesia, 95% of anal

Trump calls Iran’s attack a “foolish violation” — the ceasefire was always fragile, underlying threats never resolved, and now oil risk is back on the table. $NVDA, $MU, $AVGO hold the tape. Nvidia’s next trillion-dollar play might not be GPUs — it’s fully autonomous AI for telecom networks. Micron getting “next Nvidia” buzz. September rate hike odds climbing. Fed Vice Chair Barr speaks today. Gold’s losing streak extends, AUD/CAD rangebound on rate divergence. PBOC surprises with an overnight liquidity operation but releases no rate — a quiet signal of caution that leaves Asia watchers guessing. This week: every headline from the Gulf or the Fed can whip markets. Tech names squeeze higher on AI mania, but bonds look shaky as a safe haven. Stay hedged. Quant Picks (model confidence >= 70): $EIX — +5.4% vs Utilities (6m), confidence 88 $INTU — +4.2% vs Technology (6m), confidence 88 $HPQ — +4.1% vs Technology (6m), confidence 87 $CLX — +3.6% vs Consumer Defensive (6m), confidence 8

Trump calls Iran’s attack a “foolish violation” — the ceasefire was always fragile, underlying threats never resolved, and now oil risk is back on the table.