Big Tech, Bullion, & Bitcoin Bid As Oil Sinks On Hormuz Hopes; AI Dispersion Grows

Tl;dr: The Iran peace deal/MOU signing (and optimism about the Strait) pushed oil prices notably and concomitant with that bond yields fell, stocks rose, the dollar dipped, and bitcoin and gold surged. Anthropic's bad weekend saw dispersion increase across the AI ecosystem as SPCX took off.

...and Trump celebrated his 80th birthday with a fight in his back yard too...

Oil