The Iranian Ceasefire Collapses: What Happens Now?

The article says the U.S.-Iran ceasefire has effectively broken down after Iranian attacks on commercial vessels in the Strait of Hormuz and U.S. retaliatory strikes on more than 80 Iranian targets. Markets are unsettled but not in panic mode; stocks are lower but recovering, while crude oil is up about 7%, raising concerns about stickier inflation and less room for the Federal Reserve to cut rates. The piece also notes the ongoing correction in semiconductor/AI stocks, with the sector down roughly 14% from highs, and argues this is a normal pullback rather than the end of the AI boom. InvestorPlace highlights Amazon’s reported $25 billion bond issuance for AI infrastructure as evidence of continued capex demand. Separately, it discusses a contrarian Bitcoin-linked preferred share trade tied to Strategy Inc., which is under pressure as Bitcoin falls to around $59,500, about 21% below the company’s purchase price, creating dividend and cash-flow risk.