// 19 ASSETS | TWICE DAILY | MON-FRI | 10 MIN READ

EUR/USD idled at 1.1637 (-0.1%) as a firmer dollar on renewed US-Iran strike headlines offset soft US data; ECB's Schnabel talked up the euro's reserve role.

Cable held 1.3459, barely changed, as sterling shrugged off the stronger dollar tied to fresh US-Iran strike reports.

USD/JPY rose 0.2% to 159.70, pressing toward its 52-week high as higher US yields (10Y 4.47%) outweighed the broadly softer dollar.

The Aussie slipped 0.3% to 0.7159 as rising US yields and a risk-off tilt from reports Tehran is exiting talks weighed on high-beta currencies.

Gold fell 0.8% to $4,525 as a firmer dollar and higher real yields drew money out of bullion, even with Iran tensions simmering.

Silver was flat at $75.57, holding up better than gold as industrial-demand hopes cushioned the higher-yield drag.

WTI jumped 4.7% to $91.47, the day's biggest macro mover, after conflicting US-Iran signals: Trump said talks continue while Tehran pushed back.

The S&P 500 closed at a record 7,599.96 (+0.26%), led by Nvidia's RTX Spark chip launch lifting tech, even as oil's spike capped breadth.

The Nasdaq 100 rose 0.6% to a record 30,514, powered by Nvidia (+6.3%) and Microsoft (+2.3%) on the RTX Spark PC-chip reveal.

The Dow eked out +0.09% to a record 51,079, lagging tech-heavy peers as energy gains offset weakness in rate-sensitive names.

Bitcoin dropped 3.6% to $70,899, the session's weakest major, as risk-off flows and attention on a Michael Saylor-linked sale weighed.

Ether held $2,001, roughly flat, outperforming bitcoin's slide but stuck far below its prior highs, down about 60% from the 52-week peak.

Nvidia surged 6.3% to $224.36 after unveiling its RTX Spark Superchip, its entry into the PC market that CEO Jensen Huang says brings AI to PCs.

Tesla fell 4.6% to $415.88, the day's worst mega-cap, after reports that OpenAI is entering robotics, a direct threat to its Optimus narrative.

Apple slipped 1.8% to $306.31 as valuation questions resurfaced following its recent run toward record highs.

Microsoft rose 2.3% to $460.52, riding the Nvidia RTX Spark halo via a partnership on new AI laptops.

Meta dropped 5.1% to $600.47, the steepest mega-cap decline, as a report highlighted Big Tech increasingly funding AI capex with debt.

Alphabet eased 1.0% to $376.37, caught in the broad mega-cap pullback amid scrutiny of debt-funded AI spending.

Amazon fell 3.5% to $261.26 as the Big Tech debt-for-AI story pressured the cohort and risk appetite cooled.