AI Rally Rebounds, SpaceX Mania & The Iran Deal That Moved Markets

Stocks finished the week higher as hopes for a U.S.–Iran peace deal pushed oil prices lower, Treasury yields eased, and investors piled back into risk assets. While mega cap tech lagged, semiconductors rebounded, small caps surged, and SpaceX delivered the largest IPO in market history.In today’s AI generated market briefing, we break down:• Why oil prices fell despite ongoing Middle East uncertainty• The latest developments surrounding a potential U.S.–Iran agreement• SpaceX’s historic IPO and what it means for markets• Why semiconductors outperformed while software struggled• The battle between growth, interest rates, and AI valuations• Treasury yields, Fed expectations, and the outlook for inflation• Bitcoin, gold, and the dollar’s surprising moves• What traders should watch next weekPlus, we discuss whether the AI trade is entering a new phase as investors reassess software, infrastructure spending, token economics, and the long term winners of the AI revolution.Interested in learning more about the markets?Join the GAR Capital Discord community for daily market analysis, options and futures education, trade ideas, live market coverage, and a professional trading community backed by more than 12 years of market experience.