About this episode

US equity markets declined following the end of the ceasefire with Iran, impacting oil prices and stock performances.

US equity markets weaker after President Trump said the ceasefire with Iran was over, sending oil prices soaring to three-week highs. Dow down 577 points, or 1.1%. American Express and sherwin-williams Co. falling over 3%.On the upside, Nvidia Corp up 3.7%, leading performer in the 30 stock index after the Information reported that China will allow top AI companies including Alibaba, ByteDance and DeepSeq to buy a limited amount of Nvidia's H200 chips.

Topics covered

• US markets
• ceasefire
• oil prices
• stock performance
• AI companies
• Nvidia chips

Keywords

• US markets
• ceasefire
• oil prices
• Nvidia
• American Express
• stock index
• AI companies

Mentioned in this episode

Organizations: American Express, Sherwin-Williams Co., Nvidia Corp, Alibaba, ByteDance, DeepSeq

Places: Iran

More episodes of Morgans AM

• Friday, 17 July 2026: Weaker markets as chip makers decline · July 16, 2026 · 8 min
• Thursday, 16 July 2026: US equity markets firmer as investors digested another round of second quarter corporate earnings releases · July 15, 2026 · 8 min
• Wednesday, 15 July 2026: Markets move modestly as investors balance US-Iran tensions · July 14, 2026 · 8 min
• Tuesday, 14 July 2026: Hormuz Shock: Markets Rattle as Oil Surges · July 13, 2026 · 7 min
• Monday, 13 July 2026: Markets advanced on Friday (10 July), with the S&P 500 closing in on fresh record highs · July 12, 2026 · 7 min
• Tuesday, 7 July 2026: US equity markets advanced after resuming trading following the Independence Day long weekend · July 6, 2026 · 6 min

Explore listener stats, chart rankings, contacts and more on the Morgans AM podcast page.