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U.S. stocks rallied on the Iran peace deal as the Strait partially reopened, oil prices plunged, and market sentiment improved despite mixed tech trading.

UBS says several stocks could outperform as the Iran deal is finalized, while Morgan Stanley sees significant upside in certain dividend-paying companies.
AI-related investment is creating opportunities in an old-economy sector, with Todd Gordon highlighting a way to trade the theme.
Prediction markets suggest California’s billionaire tax ballot measure has become less likely to pass, and Anthropic may quickly restore access to Fable 5.
Analysts still see upside in names like nVent, EchoStar, and a cybersecurity stock UBS recommends buying for its AI-driven potential.
The Vanguard S&P 500 ETF is being framed as a possible path to long-term wealth, while other commentary focuses on market strategy and SpaceX-related moves.
Trump’s Iran deal has been signed, easing tensions in the Strait and helping fuel a broad market rally while pushing oil prices lower.
Markets ended mixed as SpaceX surged and broader tech weakened, even as AI, chip, and energy-related stories continued to drive trading interest.
Deal-making and speculation remain strong, with reports involving Microsoft, SpaceX, Lionsgate, Goldman Sachs, Morgan Stanley, and other major corporate moves.
Several companies are reacting to new product and partnership news, including Meta, Best Buy, EssilorLuxottica, Applied Materials, and Xbox.
Investors are watching macro and consumer impacts too, including falling gas prices, U.S. nuclear policy, Social Security timing, BOJ rate hikes, and mixed views on the energy outlook.

Hong Kong stocks fell sharply, with the Hang Seng Index down 348 points as weak mainland economic momentum and caution ahead of the Fed meeting pressured sentiment.

威勝控股 plans to buy back up to HK$200 million of its shares in the market.
Hong Kong’s first-quarter local residents’ total income rose 5.1% year on year.
Hong Kong’s April goods exports jumped 32.3% year on year, while imports increased 34%.
Hong Kong’s latest unemployment rate stayed at 3.7%, matching expectations.
The Bank of Japan said it has noticed that a weaker yen is having a greater impact on core inflation.
Silicon Flow completed a Series B funding round of more than RMB 2 billion.
Goldman Sachs said the AI capex boom is likely to continue in the short term, and it still sees year-end Fed rate-hike risk, while the BOJ may keep raising rates this year and next.
Hong Kong stocks fell sharply, with the Hang Seng Index down 348 points and the Hang Seng Tech Index down 106 points; Meituan dropped more than 3%, while Dongyue Group and Kinsus Interconnect led with record highs amid active turnover.
Reports said AIA and Prudential are hiring senior executives in Hong Kong to strengthen their Asian wealth businesses.
Alibaba Cloud said it has deployed more than 100,000 of its self-developed T-Head Zhenwu chips in the financial sector, while DeepSeek is reported to be raising over RMB 50 billion in a first round of financing at a valuation above US$50 billion.

Japan’s market focus was the Bank of Japan’s decision to raise rates to 1.0%, the highest in 31 years, while halting the pace of JGB खरीद purchases to balance inflation risks and stabilize long-term yields.

The Bank of Japan raised interest rates to 1.0%, the highest level in 31 years, to respond to the risk of inflation running higher than expected.
The BOJ also decided to stop reducing its government bond purchases, aiming to stabilize long-term interest rates while balancing the effects of rate hikes.
Higher interest rates will increase the burden on younger households carrying mortgages, and companies are being pushed to adopt more self-reliant management.
Major banks raised deposit rates to 0.4% in response to the BOJ’s rate hike.
Markets are focused on how far the BOJ will ultimately raise rates, amid concerns about rapid price pass-through by companies.
Stock market attention is shifting toward AI and semiconductor companies, with even the influence of SpaceX’s potential listing affecting Tokyo market sentiment.
GO, a ride-hailing app, went public in what was described as the year’s biggest listing, and plans to use the funds to advance autonomous ride-hailing business development.
SoftBank launched a cybersecurity service using OpenAI’s new AI model, strengthening its push into AI-related services.
SpaceX acquired an AI startup for about 900 billion yen, marking a major post-listing move to reinforce its software business.
Other notable developments included Shibuya’s large-scale redevelopment model, Kubota’s PFAS decomposition test, and tax evasion allegations involving Narikoma Food.

Ethereum’s long-awaited protocol overhaul has entered its final development stage, marking the most important crypto market event as traders and developers watch for a major network upgrade.

Hyperliquid, Uniswap, and Worldcoin stood out against a broader crypto downturn as investors favored AI- and DeFi-related themes.
Coinbase expanded its fintech strategy by adding an AI advisor, stock options, and access to pre-IPO markets.
Ripple deepened its presence in African payments by investing in Flutterwave and promoting use of its stablecoin and XRP Ledger.
Coinbase is preparing to enter the tokenized stock market with onchain shares and dividend distribution features.
Binance insisted its European regulatory filing meets requirements, even after reports of rejection in Greece.
Ethereum is advancing a major protocol upgrade into its last stage of development.
State Street is launching a new money market fund aimed at capturing demand from stablecoin reserve growth.
Uniswap posted a strong gain in the CoinDesk 20 update, rising 12.9% while the overall index declined.
Y Combinator introduced an AI agent designed to create and operate a full business from a single text message.
BlackRock unveiled a bitcoin income fund that seeks to provide cash flow in addition to Bitcoin exposure.

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