Mali's Defense Minister assassinated (LVL 7). Iran floats new peace offer as Hormuz blockade holds — Brent above $100, WTI +1.8% pre-market. VZ beats and raises. DPZ misses. CMCSA -13%. Mega-cap tech week begins: GOOGL, MSFT, META all report Wednesday–Thursday.
Iran attacks ships in Hormuz, Lebanon ceasefire extended 3 weeks, Europe debates post-NATO defense. Markets cautiously higher pre-bell — Nasdaq futures +1.40%, VIX -3.8%. P&G and SLB earnings this morning.
Two-front escalation: Russia exploiting Iran war to press Ukraine as peace talks collapse. Military flights surge 45→59. WTI holds $98.71. All defense names green. Updated 23:02 UTC with evening Intel report.
U.S. military confirms strikes on Iran's oil export infrastructure. WTI crude spikes 3.74% to $99.31. Defense sector uniformly green. Hormuz asymmetric threat elevated. Full geopolitical read-through.