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Sanctions Meet Diplomacy
Trump hinted the war could wind down, floating oil sanctions as leverage.

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Market Snapshot

📉 Banana Bits
Trump hinted the war could wind down, floating oil sanctions as leverage.
China’s exports jumped 22% YoY just before Middle East tensions rattled markets.
Apple now makes 25% of its iPhones in India as its supply chain shifts.
Saudi Arabia began cutting oil output while redirecting exports.
The Bank of England faces renewed 5% inflation risks as energy prices spike.
Coal climbed to a year-plus high amid the Middle East conflict.
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Market News
Stocks Bounce on War Hopes
Wall Street rebounded sharply after optimism grew that the 10-day Iran conflict may be nearing an end. The S&P 500 rose 0.8%, erasing an earlier 1.5% drop, while WTI crude oil plummeted from near $120 earlier in the session to below $90 in late trading.
Treasury yields also paused a five-day climb. Markets swung wildly throughout the session, showing how sensitive investors remain to every headline from the Middle East, where a single comment can move billions of dollars faster than traders can refresh their news feeds.
President Donald Trump suggested the military operation is progressing faster than expected, fueling hopes the conflict may wrap up sooner than the initial four-to-five-week timeline.
Energy markets remained volatile as traders weighed supply risks. G7 finance ministers said they are ready to support energy markets if needed, potentially including strategic oil releases.
The White House is also reviewing measures to cool oil prices, such as restricting exports or cutting certain taxes. Despite the rally, strategists warn the ride may get bumpier. Analysts say markets are currently caught between geopolitical risks pushing prices higher and investor FOMO keeping stocks afloat.
Some on Wall Street are growing cautious: economist Ed Yardeni raised the probability of a market meltdown this year to 35%, while JPMorgan warns the S&P 500 could still face a 10% correction.
Peel Take: Markets right now are basically trading headlines, not fundamentals. One war update sends stocks down, the next sends them right back up. Investors appear torn between geopolitical fear and classic FOMO, meaning the market’s favorite strategy remains the same: panic briefly… then buy the dip.
What's Ripe
Hims & Hers Health Inc. (HIMS) 40.8%
Shares of the telehealth company rallied 40% after Novo Nordisk agreed to sell its weight-loss drugs on the platform and to drop a lawsuit accusing the firm of patent infringement.
The partnership effectively ends a legal dispute while opening the door for the telehealth platform to offer Novo’s highly sought-after weight-loss medications directly to patients.
Peel Take: The deal shows how telehealth platforms and big pharma are learning to cooperate rather than litigate. For investors, it’s a reminder that sometimes the fastest way to boost a stock isn’t winning a lawsuit but settling it and doing business instead.
Strategy Inc. (MSTR) 4.1%
Shares of the company climbed 4.1% after it revealed it had purchased nearly $1.3 billion worth of B*tcoin over the past week, adding to its already massive crypto holdings.
The buying came amid choppy trading in digital assets, but B*tcoin still rose about 2.6% over the past 24 hours to $68,960, according to CoinDesk.
The disclosure signals the firm is continuing its aggressive strategy of accumulating the world’s largest cr*ptocurrency, effectively doubling down on its role as one of the biggest corporate B*tcoin holders.
Peel Take: While most companies buy back stock, this one buys B*tcoin dips. Investors seem to like the strategy, for now, though it also means the company’s share price is increasingly tied to the daily mood swings of the cr*pto market.
What's Rotten
Paramount Skydance Corp. (PSKY) 6.7%
Shares of Paramount Skydance fell about 6-7% after Wells Fargo initiated coverage with an underweight rating and a $10 price target, signaling the bank sees limited upside from current levels.
The selloff came amid heavy trading. Trading activity surged, with volume reaching about 7.8 million shares during the session, approaching the stock’s typical 10.6 million daily average. The move suggests investors reacted quickly to the cautious analyst outlook.
Analysts appear concerned about the company’s growth trajectory and the challenges facing the broader media and streaming industry, where competition, rising content costs, and uncertain advertising demand continue to pressure valuations.
Peel Take: When a big bank says “underweight,” the market often hears “run for the exits.” In media stocks especially, sentiment can swing quickly because investors are still trying to figure out who will actually make money in the streaming wars.
Uber Technologies Inc. (UBER) 1.7%
Shares of Uber and DoorDash fell after oil prices continued to rise amid escalating tensions in the Middle East, raising concerns about higher fuel costs for delivery and ride-hailing services.
The selloff reflects broader market sensitivity to energy prices, as geopolitical developments push oil higher and ripple through sectors tied to transportation and logistics.
Peel Take: When oil goes up, Uber and DoorDash investors suddenly remember that cars run on gasoline. Higher fuel costs don’t just hit drivers but also threaten demand if rides and deliveries become more expensive. In short: what’s bad for the pump can be bad for the apps.
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🦈 Deal Dispatch
M&A, IPOs, And Other Notable Transactions
Asia’s private credit market is eyeing bigger gains as stress builds in the U.S.
Canada reversed course, allowing TikTok to continue operating.
Madison Air filed for an IPO as sales momentum improves.
AI startup ElevenLabs is aiming to be IPO-ready within three years.
OpenAI acquired Promptfoo to strengthen oversight of its AI agents.
Nasdaq is exploring equity tokens through a partnership with Kraken’s parent.
Banana Brain Teaser
Previous
Club X has more than 10 but fewer than 40 members. Sometimes the members sit at tables with 3 members at one table and 4 members at each of the other tables, and sometimes they sit at tables with 3 members at one table and 5 members at each of the other tables. If they sit at tables with 6 members at each table except one and fewer than 6 members at that one table, how many members will be at the table that has fewer than 6 members?
Answer: 5
Today
If p is the product of the integers from 1 to 30, inclusive, what is the greatest integer k for which (3)^k is a factor of p?
I’d be a bum on the street with a tin cup if the markets were always efficient.
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Chris, Vyom, Ankit, Mitchell, Fernanda, & Patrick


