Iran and Oman are discussing an interim corridor for mine removal and resumed shipping, while commercial vessels remain exposed to drone and missile attacks and Brent stays sensitive to renewed tensions.

US stock futures rose after Nvidia’s strong sales outlook reinforced confidence in AI demand through 2028. Nasdaq 100 futures gained 1%, while the Dow and S&P 500 added 0.5%. Nvidia jumped 4% postmarket, Salesforce climbed 13%, and Okta surged 20% on agentic AI demand. Workday, Autodesk, and MongoDB report next.

The Dollar Index held above 99, supported by hotter PCE data and stronger Fed hike expectations. Oil fell on progress in Middle East diplomacy, while Treasury buybacks and US fiscal concerns remained part of the currency outlook.

Check out today's market updates!