The Market Screener · Jun 29, 2026 · 5:01
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Markets are treating the U.S.-Iran pause as permission to breathe again: oil is back near $72, stock futures are higher, and the Strait of Hormuz has been downgraded from global panic button to unresolved risk. That gives Wall Street room to return to its other obsession: deciding which parts of the AI trade still deserve the hype, and which ones simply got too crowded.
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