"CENTCOM's expanded strikes on 90 Iranian targets mark a clear escalation from deterrence to active suppression around Hormuz. With 20% of global oil trade exposed, energy prices, tanker routes and regional risk premia remain directly in play. Salesforce's setup is now a credibility test around agent force adoption and CIO budgets. The stock remains deeply damaged, down 43% of the resistance and EMA 200 as key filters, while government AI validation offsets slower monetization and SaaS disruption risk. SK Hynix's 7x covered 28 million to VanGlad or Nasdaq Ager's Sai River in a band, especially around HBM and tight DRAM NAND supply, but Korea de-leveraging remains the offset with retail-heavy leveraged ETF flows adding forced selling risk. Micron's 5 or 20% pullback is testing whether AI memory fundamentals can offset allocation rotation into SK Hynix. EMU's three-bill dollar US ecosystem investment supports the long-term supply chain story, but near-term one won side risk and 1100 reclaim. PepsiCo's revenue beat is being faded because US food weakness and margin quality remain the problem. International strength helped offset North America's softness, but EPS was only in line and guidance was merely reaffirmed, leaving the print optically mixed. Labor claims remain firm enough to cap Fed cut urgency, supporting USD and rates into Fed speakers. But elevated continuing claims show hiring friction beneath the surface, while oil-driven inflation risk from US-Iran escalation keeps equities stuck in consolidation."