Kospi jumps 9% on Iran de-escalation hopes; Samsung & SK Hynix surge 13%+ & 11%. AI boom & memory prices lift tech.
Gold rallies on peace hopes, shifting from inflation to growth risk. Goldman Sachs sees $5400/oz.
Nike's stock drops 9% on China sales outlook & tariff fears, despite earnings beat. Turnaround hits snags.
VZ up 24% YTD, offers 5.6% dividend yield. Modest returns expected, not market-beating.
CVX up 40% on energy prices, boasts strong balance sheet & dividend. VDE offers diversification but lower yield.
Regional banks trade at 10.5 P/E, 1.1 P/B vs S&P 500's 20.7/4.8. Yields 2.4%. Rate cuts & de-escalation could boost.
Asia stocks rally 2% on Iran war hopes; oil jumps 5%. Kospi leads gains. Investors eye quick Mideast resolution.
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