{"id":65437,"date":"2026-07-26T18:38:18","date_gmt":"2026-07-26T22:38:18","guid":{"rendered":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/markets-rally-as-us-iran-de-escalation-hopes-sink-oil-prices-samsung-secures-200b-chip-deal\/65437\/"},"modified":"2026-07-26T18:38:18","modified_gmt":"2026-07-26T22:38:18","slug":"markets-rally-as-us-iran-de-escalation-hopes-sink-oil-prices-samsung-secures-200b-chip-deal","status":"publish","type":"post","link":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/markets-rally-as-us-iran-de-escalation-hopes-sink-oil-prices-samsung-secures-200b-chip-deal\/65437\/","title":{"rendered":"Markets Rally as US-Iran De-escalation Hopes Sink Oil Prices; Samsung Secures $200B Chip Deal"},"content":{"rendered":"<h2>Key Takeaways<\/h2>\n<ul>\n<li><strong><a href=\"https:\/\/stockmarketwatch.com\/energy\/crude-oil\" data-internallinksmanager029f6b8e52c=\"12\" title=\"Crude oil\">Oil prices<\/a> plunged over 5%<\/strong> with Brent crude falling to <strong>$91.20<\/strong> and WTI to <strong>$84.40<\/strong> after the U.S. and Iran paused military strikes, easing immediate supply disruption fears.<\/li>\n<li><strong>U.S. equity futures surged<\/strong> on the news of de-escalation, with <strong>Nasdaq 100 futures gaining 1.4%<\/strong> and <strong><a href=\"https:\/\/stockmarketwatch.com\/indices\/sp500\/today\" data-internallinksmanager029f6b8e52c=\"3\" title=\"snp500 today\">S&amp;P 500<\/a> futures rising 0.6%<\/strong> in early Monday trade.<\/li>\n<li><strong>Samsung Electronics (<a href=\"\/stock\/SSNLF\">SSNLF<\/a>)<\/strong> secured a landmark <strong>$200 billion+ deal<\/strong> with <strong>Broadcom (<a href=\"\/stock\/AVGO\">AVGO<\/a>)<\/strong> for 2-nanometer AI chip production through 2030, while <strong><a href=\"https:\/\/stockmarketwatch.com\/stock\/NVDA\" data-internallinksmanager029f6b8e52c=\"15\" title=\"stock: NVDA\">Nvidia<\/a> (<a href=\"\/stock\/NVDA\">NVDA<\/a>)<\/strong> committed <strong>$1 billion<\/strong> to a South Korean AI data center expansion.<\/li>\n<li><strong>Safe-haven demand shifted<\/strong> as U.S. 10-year Treasury futures rose <strong>10 ticks<\/strong> and Federal Funds futures surged, signaling market expectations for a more stable interest rate environment.<\/li>\n<li><strong>Energy grid emergencies<\/strong> were declared in 17 U.S. states as the Department of Energy issued an emergency order for the <strong>Southwest Power Pool<\/strong> to maintain reliability amid extreme heat.<\/li>\n<\/ul>\n<h2>Geopolitical Thaw Triggers Energy Sell-Off<\/h2>\n<p>Global energy markets saw a sharp correction early Monday as <strong>President Donald Trump<\/strong> paused U.S. military strikes on Iran following 13 days of consecutive bombing. This move, mirrored by a halt in retaliatory actions from Tehran, has significantly lowered the &quot;war premium&quot; that recently pushed crude toward the <strong>$100<\/strong> mark. <em>Analysts note that while the pause provides immediate relief, the underlying risks at maritime chokepoints like the Strait of Hormuz and the Red Sea remain a long-term concern for traders.<\/em><\/p>\n<p>European natural gas prices followed the downward trend, dropping <strong>7.7%<\/strong> at the open. Despite the de-escalation, senior Iranian MP <strong>Ebrahim Azizi<\/strong> issued a stern warning that any future attacks would carry a heavy price, specifically mentioning potential consequences for the U.S., Israel, and Ukraine. <em>The market&#39;s focus is now shifting to whether this pause can transition into a formal diplomatic framework or if it is merely a temporary reprieve.<\/em><\/p>\n<h2>AI Sector Gains on Massive Infrastructure Deals<\/h2>\n<p>Technology stocks are leading the broader market recovery, fueled by massive capital commitments in the semiconductor space. <strong>Samsung Electronics (<a href=\"\/stock\/SSNLF\">SSNLF<\/a>)<\/strong> has reportedly locked in a contract exceeding <strong>$200 billion<\/strong> with <strong>Broadcom (<a href=\"\/stock\/AVGO\">AVGO<\/a>)<\/strong> to manufacture advanced AI chips using its next-generation <strong>2-nanometer process<\/strong>. This agreement secures Broadcom&#39;s supply chain through 2030 and positions Samsung as a formidable rival to TSMC in the high-end foundry market.<\/p>\n<p>Simultaneously, <strong><a href=\"https:\/\/stockmarketwatch.com\/stock\/NVDA\" data-internallinksmanager029f6b8e52c=\"15\" title=\"stock: NVDA\">Nvidia<\/a> (<a href=\"\/stock\/NVDA\">NVDA<\/a>)<\/strong> is deepening its footprint in South Korea with a <strong>$1 billion<\/strong> investment into a national &quot;AI factory&quot; project. Partnering with <strong>NAVER<\/strong> and <strong>Brookfield<\/strong>, the initiative aims to expand data center capacity from <strong>55MW to 200MW<\/strong> by 2028. <em>These developments underscore the continued strength of AI optimism even as investors pivot their attention toward upcoming policy meetings at the Federal Reserve, Bank of England, and Bank of Japan.<\/em><\/p>\n<h2>Domestic Energy and Corporate Developments<\/h2>\n<p>In the United States, the <strong>Department of Energy<\/strong> has issued an emergency order for the <strong>Southwest Power Pool (SPP)<\/strong>, covering a 17-state grid. The order allows the grid operator to dispatch all available generation units to prevent blackouts during a period of intense summer heat. <strong>Energy Secretary Chris Wright<\/strong> emphasized that the administration is utilizing &quot;every available tool&quot; to ensure grid reliability as demand peaks.<\/p>\n<p>In corporate news, <strong>Sinco Pharmaceuticals<\/strong> announced the passing of its majority shareholder and former chairman, <strong>Mr. Huang Xiangbin<\/strong>. Meanwhile, in Japan, political headwinds are growing for <strong>Prime Minister Sanae Takaichi<\/strong>, whose cabinet approval rating fell to <strong>58%<\/strong> in the latest Nikkei poll. This marks the first time her support has dipped below the 60% threshold since she took office last October, reflecting voter anxiety over inflation and controversial legislative priorities.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Key Takeaways Oil prices plunged over 5% with Brent crude falling to $91.20 and WTI to $84.40 after the U.S. 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