Mỹ ngày 22/6/2026 đã cho phép Iran bán dầu đến tháng 8 sau các cuộc trao đổi được mô tả là “hiệu quả” giữa hai nước tại Thụy Sĩ. Bộ trưởng Tài chính Scott Bessent cho biết Kho bạc Mỹ đã ban hành giấy phép chung tạm thời 60 ngày cho phép sản xuất, giao và bán dầu Iran. Quyền cho phép này sẽ hết hạn vào ngày 21/8 nếu không được gia hạn.

Iran cho biết đã đóng Eo biển Hormuz đối với hoạt động quá cảnh tàu thuyền sau khi cáo buộc Israel vi phạm lệnh ngừng bắn bằng việc tấn công Lebanon. Động thái này phủ bóng lên các cuộc đàm phán hướng tới chấm dứt vĩnh viễn xung đột khiến Trung Đông rơi vào bất ổn. Ảnh hưởng tức thời đến lưu lượng tàu qua lại vẫn chưa rõ.

Quỹ Đầu tư Công của Saudi Arabia (PIF) cùng một nhóm nhà đầu tư đã nộp hồ sơ xin EU chấp thuận chống độc quyền cho thương vụ mua lại Electronic Arts trị giá $55 billion. Ủy ban châu Âu đặt hạn chót ra quyết định vào ngày July 22. Nhóm nhà đầu tư gồm Affinity Partners của Jared Kushner và quỹ đầu tư tư nhân Silver Lake.

Anthropic said it has shut off customer access to its Fable 5 and Mythos 5 models to comply with a U.S. export-control directive. The company said the order, received at 5:21 pm Friday, bars access by any foreign national worldwide and led it to disable the models for all customers, including those in the U.S. Anthropic said its other models will remain available.

The U.S. trade deficit narrowed slightly in April, ending the month at $55.9 billion as exports rose faster than imports. Exports increased 2.6% to $327.1 billion, helped by a $6.4 billion rise in crude oil exports alongside gains in fuel oil and other petroleum products. The Commerce Department release also showed higher overseas sales of computers and civilian aircraft, while import growth was led by semiconductors and telecom equipment.

BlackRock reduced its equity overweight in its $220 billion model-portfolio business, lowering the tilt from 3% to 1% on May 29, 2026 as US equities set record highs after a strong earnings season. The change coincided with large ETF reallocations, including more than $12 billion into iShares Core S&P 500 ETF (IVV) and about $10 billion leaving several factor and thematic funds. The firm also shifted away from longer-dated US debt toward global fixed income and liquid alternatives while reassessing traditional hedges.

Nokia's stock has risen more than 152% so far in 2026, lifting it to the highest level since 2008 and making it the fourth-best performer in the Stoxx Europe 600. The surge is tied to demand for its optical equipment in data centers, even as AI and cloud exposure represented 8% of group sales in Q1. The rally has also pushed its 12-month forward P/E to about 36 times, up from roughly 17 times at the start of the year.

IBM shares rose more than 14% since Thursday after the US Commerce Department outlined a $2 billion CHIPS and Science Act push to back US quantum computing manufacturers. The rally added about $26 billion to IBM’s market value, taking it to $237.8 billion, while the stock gained a further 2% on Friday. Under the plan, IBM is set to receive a $1 billion federal grant that it will match with $1 billion of its own capital to build a quantum chip foundry in Albany, New York.

On May 10, 2026, Alphabet briefly edged past Nvidia in market value during after-hours trading this week as its stock gained about 160% over the past 12 months. Alphabet ended the week at a $4.8 trillion market cap versus Nvidia's $5.2 trillion, after flipping positions following a Tuesday report tied to Google Cloud demand.