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Show Notes
US equities surged Wed., with major indexes +2.5-3%, as markets embraced a two-week US-Iran ceasefire that lifted geopolitical hedges and sent WTI to its worst session since Apr. 2020. The de-escalation trade drove outperformance in banks, airlines, and industrials, while energy and commodity-linked names lagged, and META stood out in big tech on the debut of its first model from Meta Superintelligence Labs.