Daily Briefing — May 25, 2026 | Hormuz Talks Cool Oil, AI Hype Lifts Semis, and SpaceX Eyes the Nasdaq 100

Today’s Slotly News daily briefing walks through a busy Monday shaped by cautious optimism around ceasefire talks near the Strait of Hormuz, a pullback in oil prices, and continued strength in global equities. We examine how reports of progress between the U.S. and Iran are feeding into crude markets, what that means for headline inflation, and how central banks are responding, with the Fed and ECB both keeping rates on hold as they wait for clearer disinflation trends.The episode reviews the latest U.S. growth and inflation data, Treasury and bond‑market pricing, and currency moves, including a softer dollar. We cover record‑high equity levels in parts of Asia and Europe, the extraordinary surge in semiconductor stocks, and Nvidia’s huge fiscal‑year revenue jump on the back of AI demand. The briefing also looks at Meta’s workforce reshuffle toward AI, DeepSeek’s aggressive API pricing, and the implications of SpaceX’s planned IPO, including Nasdaq’s fast‑entry rule for the Nasdaq‑100. On the commodity side, we discuss oil, natural gas, gold, and the impact of a deadly coal mine blast in China on coking‑coal futures. All of this is framed with an eye on liquidity conditions during the U.S. Memorial Day and U.K. bank holidays.