Iran Strikes Nuclear Deal Concession as AI Capital Pours Into Hardware Sector

TLDR: Iran agreed for the first time to negotiate enriched uranium terms, per Rubio’s congressional testimony. IRGC confirmed 24 Strait of Hormuz transits in 24 hours, easing energy supply disruption fears. April JOLTS beat consensus, keeping Fed on pause in June with Q4 hike risk tied to energy costs. AI capital is rotating from mega-cap [...]

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