Iran's 'Trump' card

Iran's 'Trump' card

From Reuters Morning Bid by Reuters

May 6, 2026 · 8 min

About this episode

The episode discusses the impact of the Trump administration's suspension of 'Project Freedom' on oil prices and stock markets, alongside significant movements in the tech sector and government bond yields.

Oil falls and stocks hit another record high after the Trump administration suspends "Project Freedom," citing progress in Iran negotiations. AMD surges 16% and Samsung jumps more than 10% on roaring chip demand tied to the AI build-out. And long-dated government bond yields climb to multi-decade highs in the U.S. and UK. Today’s recommended read: US long bonds over 5% - buy or beware?, Mike Dolan Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest Read more from Amanda Cooper and Anna Szymanski Produced by Eliza Davis Beard, Ethan Plotkin and Abisoye Adelusi Sound engineering and music by Sebastian and Josh Sommer Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices

Topics covered

  • oil market
  • stock market
  • chip demand
  • Iran negotiations
  • government bond yields
  • AI build-out

Keywords

  • oil prices
  • stock market
  • AMD
  • Samsung
  • government bonds
  • Iran negotiations
  • AI
  • chip demand

Mentioned in this episode

Organizations: Reuters, Samsung, AMD, Thomson Reuters, megaphone.fm

Places: U.S., UK

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