Trade Secrets: Dailies 06.29.2026

US Stocks rise as tech leads a rebound to start the week, with the Dow closing at a fresh record high even as a fragile Iran ceasefire saw fresh weekend strikes before both sides agreed to fresh talks in Doha on Tuesday.

U.S. stock futures were modestly higher Monday morning, with Dow Jones Industrial Average futures up just 48 points, or 0.1%, S&P 500 futures ticking up 0.2%, and Nasdaq-100 futures hovering just above the flatline ahead of the open. By the close, the rally had broadened: the Dow Jones Industrial Average finished at 52,182.74, its highest-ever close, rising 306.63 points, or 0.59%, while the S&P 500 gained 1.18% to 7,440.43 and the Nasdaq Composite surged 2.07% to 25,820.14.
The Roundhill Magnificent Seven ETF (MAGS), tracking Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla, gained 1.7% in premarket trading as tech rebounded from last week's selloff tied to fears of a delayed OpenAI IPO and rich AI valuations.
On the Iran front, the weekend brought a fresh escalation before a fragile calm took hold. President Trump again threatened Iran with annihilation Sunday following new U.S. strikes on Iranian military targets — described as retaliation for Tehran's latest attacks on shipping in the Strait of Hormuz. Trump wrote on Truth Social that U.S. aircraft struck Iranian missile and drone storage sites and coastal radar installations for violating the ceasefire "AGAIN." Kuwait and Bahrain reported incoming missiles and drones overnight tied to the exchange.
Despite the flare-up, U.S. officials said both sides agreed to pause hostilities and allow commercial vessels to transit the Strait of Hormuz freely. Trump said Monday that U.S. and Iranian officials would meet Tuesday in Doha, Qatar, at Tehran's request, writing on Truth Social, "Iran has requested a meeting. It will take place tomorrow in Doha!" The meeting comes after Iran had threatened over the weekend to halt negotiations entirely.
Oil prices were volatile through the session. WTI crude initially rose as much as 1.3–2.2% on the renewed strikes, touching back above $70 a barrel and settling near $70.75, while Brent gained roughly 0.6–1.6% to settle around $73.15. WTI had closed below $70 on Friday for the first time since February 27 — the day before the Iran war began — before the weekend's exchange of fire pushed prices back up.
SpaceX (SPCX) shares climbed 2.3% to $156.70 in premarket trading after Nasdaq confirmed Friday that the company will be added to the Nasdaq 100 index effective July 7, continuing its run as one of the most closely watched stocks following its record-setting June 12 IPO.
Comcast (CMCSA) surged 25% in premarket trading after announcing plans to split into two publicly traded companies via a tax-free spin-off separating its NBCUniversal and Sky businesses from its core cable operations.
British American Tobacco's U.S.-listed shares fell roughly 2% in premarket after the company said it would cut 5,500 roles and shift a further 3,500 jobs to strategic partners as part of a restructuring program aimed at delivering £600 million ($792.6 million) in savings by 2028.
Martin Marietta Materials fell 2.9% after announcing it would merge with limestone supplier Lhoist North America in a $13.5 billion cash-and-stock deal. Owens Corning shares had jumped over 14% in the prior session on a Wall Street Journal report that Carlisle Companies made an unsolicited takeover offer, though Owens Corning reportedly hadn't yet substantively engaged with Carlisle.
CoreWeave (CRWV) rose 2.1% in premarket trading after launching its new ARIA platform, an AI-powered research agent built into the Weights & Biases platform designed to surface insights and recommend model improvements for researchers.
Looking ahead, the week's marquee data point is the June jobs report, moved up to Thursday instead of the usual Friday release because U.S. markets will be closed July 3 in observance of the July 4th holiday weekend.
Asian markets reflected the same volatility seen in the U.S. over the prior session, with Seoul's KOSPI and Tokyo's Nikkei both experiencing sharp swings tied to the unwinding AI-valuation trade and shifting Iran headlines — continuing a turbulent stretch that has seen the KOSPI alone post a 10% single-day drop earlier in the week followed by a sharp rebound, reflecting just how sensitive regional markets remain to both the AI capex narrative and the on-again, off-again Iran ceasefire.

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