
Analysis warning that a sustainable rally depends on an easing of the Iran conflict and oil stabilizing remains pertinent after the recent outsized Dow bounce tied to Trump’s comments. The one‑day surge — and strong gains in names like Palantir — show how quickly markets can rally on hopes of de‑escalation, but the note that oil could still climb higher underscores that such rallies may not hold without durable progress in easing supply fears.
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