Editorial companion

What stands out

President Trump, speaking from the NATO (North Atlantic Treaty Organization) summit in Ankara, said a tentative ceasefire with Iran was over and hinted at further strikes and a port blockade, remarks that sent Chevron and Occidental higher as oil risk jumped back onto traders’ screens. Broadcom rallied after Apple disclosed a plan for more than $30 billion in US-made chips, and Nvidia staged a relief bounce after recent weakness. The clip is a compact reminder that geopolitics and industrial policy can move individual stocks faster than corporate fundamentals on any given day.