Oil-supply tensions and AI-in-space plans stir global markets amid US-Iran talks

Peace negotiations between the United States and Iran continue to shape market sentiment, as the blockade of the Ormuz Strait limits global oil flow and fuels price spikes that heighten inflation worries. This backdrop has caused modest declines on Wall Street and a broader pullback from government bonds, with notable sell-offs in the United States, Germany and Japan. Central banks such as the Federal Reserve and the European Central Bank are expected to raise rates further before 2026, adding pressure to fixed-income markets.

In parallel, SpaceX and Alphabet are collaborating on a pioneering launch that will test AI chips aboard a Falcon 9, aiming to assess the feasibility of orbital data-center operations. The mission, still in its experimental phase, reflects the growing importance of artificial intelligence as a market driver and could open new investment opportunities if successful.