Iran Ultimatum Rocks Markets – Oil (WTI) Surges Above 115 USD – Insurers and AI Stocks Weather the Storm – DAX Between Hope and Fear - Broadcom with a Strategic Double Strike - Intel's Terafab Alliance with Tesla, SpaceX, and xAI – Amazon's USPS Mega-Deal Secures Delivery Network

USA & MACRO-ENVIRONMENT Wall Street is under the spell of a geopolitical emergency: The S&P 500 (-0.45 %) ends its four-day upward streak as investors are fixated on the outcome of Donald Trump's ultimatum to Iran. The US President has set a deadline for the regime in Tehran until Tuesday evening, 8 PM local time, with the unequivocal threat that a "whole civilization" will perish if no agreement is reached. At the same time, he leaves the door slightly open for a diplomatic solution – a rollercoaster of escalation and relaxation...