Claude Sparks Rally as Iran Talks Near Deal | MACRO TRADING DESK

[00:00:00]SoSo Value Macro Trading Desk. In the Middle East, Iran shot down a US Apache helicopter near the Strait of Hormuz.

[00:00:07]Though both pilots were unharmed, the US responded with air strikes, [music] reportedly launching three rounds of attacks. Still, negotiations remain alive. Trump said [music] US-Iran talks have entered the last minute and could reach an agreement within two to three days, while Vice President Vance gave a wider timeline from one week to several months. On the AI side, Anthropic released Claude 5 [music] and Claude Mythos 5, both based on the same core model with major upgrades in software [music] engineering, scientific research, and vision. The key difference is their security [music] barrier.

[00:00:42]Markets are becoming less sensitive to small-scale Middle East conflict, while attention shifts to AI and large IPOs.

[00:00:49][music] SpaceX's listing is attracting capital, while CPI worries hit Micron and AMD intraday, but strong reactions to Anthropic's launch helped the market rebound. Ahead, AI may stay volatile [music] near highs. With fewer fresh catalysts after Compute X, watch CPI Wednesday, PPI Thursday, Oracle earnings, and SpaceX's [music] Friday listing. On Sodex, watch US Tech 100, oil, gold, Bitcoin, Mag 7, and AI-linked assets.