The United States and Iran separately said they would send delegations to Qatar for consultations, though Iran said no formal talks have been arranged with the U.S. Oil prices steadied after the announcements. Asian equities were mostly higher, with South Korea’s Kospi rebounding 1.3% after two sessions of heavy tech-led selling. The report cited no specific oil-price levels or supply changes, pointing instead to a marginal easing in geopolitical risk sentiment.

Iran launched a new round of drone and missile attacks on Bahrain and Kuwait over the weekend, in response to new U.S. airstrikes tied to fresh sanctions, sharply escalating U.S.-Iran tensions. Japan’s Nikkei 225 fell 1% on Monday to 68,704.70, extending Friday’s 4.2% drop, while SoftBank Group slid another 5.9%. Oil prices rose but remained near levels seen before the Iran war began in late February. The latest geopolitical escalation has lifted energy risk premiums and weighed on sentiment toward Asian tech stocks.

Qualcomm and Micron Technology jumped about 7% and 18.5% in after-hours trading after both raised full-year revenue guidance and topped expectations. Qualcomm lifted its annual revenue forecast to $40 billion from $22 billion and said its new Dragonfly C1000 data-center CPU will be used by Meta. The upbeat chip-sector results supported tech shares globally, with Japan and South Korea leading gains. Oil prices edged lower, moving closer to levels seen before the war with Iran began.

美国与伊朗就战争问题举行周末会谈，美方称达成‘良好基础’，市场视作地缘紧张缓和信号。随后国际油价下跌，美股三大指数分化：纳指跌1.3%，标普500跌0.4%，道指涨0.3%。文章未披露具体协议内容或执行时间表，仅为初步表态，无实质性政策或供应变动确认。

Fresh progress in U.S.-Iran negotiations has boosted expectations that Middle East geopolitical risks could ease, pushing oil prices lower. Brent crude fell 2% to $79.02 a barrel, while U.S. WTI slipped 74 cents to $75.11. U.S. stock index futures were little changed in premarket trading, moving without a clear directional catalyst.

U.S. Vice President JD Vance postponed a trip to Switzerland where he was set to lead a new round of negotiations with Iran over its nuclear program. The White House said the delay was due to “difficult logistics” for the talks. The announcement followed a report by AlMayadeen that Iran was also delaying sending its delegation, citing Israel’s ongoing military campaign in Lebanon.

U.S. Vice President JD Vance said the U.S. Navy has allowed more than a dozen ships to pass through to Iranian ports, effectively lifting a prior maritime blockade. He also said 12.5 million barrels of oil transited the Strait of Hormuz shipping channel on Wednesday night. Vance described the move as early implementation of the agreement’s military provisions. He presented it as an immediate benefit while dismissing criticism that the deal favors Iran.

The Federal Reserve kept interest rates unchanged but removed language indicating the next move could be a cut, and it disclosed that 8 of 18 officials support a hike later in 2026. The shift went beyond market expectations and underscored rising inflation concerns along with the more hawkish stance of new chair Kevin Warsh. The decision jolted rate expectations, pushing U.S. Treasury yields higher and lifting the dollar, while adding pressure on equities and other risk assets.

International oil prices fell again on Tuesday, slipping below $80 per barrel for the first time since early March, the lowest level since then. U.S. stocks were mixed, with the Dow up 0.8%, the Nasdaq down 0.7% and the S&P 500 off 0.4%. The summary did not cite specific drivers, but said the broader context suggested easing geopolitical tensions or softer demand expectations weighed on crude prices.