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🕐 2026-07-09 · published before the US open
⚪ Neutral · stress 54/100 · VIX 16.6
Oil is the story: fresh US strikes on Iran ended the ceasefire, pushing crude to $73.52 (Brent $78.19). Energy stocks and defense names caught heavy buying, while chipmakers got hit — a rotation out of growth into hard assets and geopolitics.
Tape looks calm on the surface, but only 26% of names are advancing — participation is quietly deteriorating under the index.
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