【US Stock Market Opening】Brent Crude Oil Falls 5% Below $100 Mark; Dow Jones Up 580 Points, Nasdaq Up 1.2%; Micron Down 6% (Continuous Updates)

SocialAnxietyStaker · 2026-03-25T13:49:33+00:00

Iran reiterates that non-hostile vessels can safely transit the Strait of Hormuz as long as coordination is arranged. Marine Traffic data shows that 9 vessels have transited the Strait of Hormuz from Monday (23rd) to date. The news drove oil prices lower, with WTI crude oil May futures falling 4.8% to $87.92, and Brent crude oil May futures dropping 5.1% to $99.14.Iran war negotiations "blowing warm winds," U.S. stocks rose on Wednesday at market open, with the Dow up 580 points to 46704, the S&P 500 up 70 points to 6627, and the Nasdaq up 271 points or 1.3% to 220333. NYMEX gold futures rose 3.5% to $4588, and spot gold gained 1.8% to $4556.Key stocks in focus: Tesla Optimus released official video, exposing details related to Optimus, including development environment, reduction gearbox, dexterous hand, etc.

SocialAnxietyStaker

2026-03-25 13:49:33

Iran reiterates that non-hostile ships can pass safely through the Strait of Hormuz with coordination. Marine Traffic data shows that from Monday (23rd) to now, nine ships have passed through the Strait of Hormuz. The news caused oil prices to retreat, with NYMEX May crude futures down 4.8% at $87.92, and Brent May futures down 5.1% at $99.14.

Iran’s war negotiations are “warming up,” and U.S. stocks rose at the open on Wednesday, with the Dow up 580 points, at 46,704; the S&P 500 up 70 points, at 6,627; and the Nasdaq up 271 points, or 1.3%, at 220,333. NY gold rose 3.5% to $4,588, and spot gold increased 1.8% to $4,556.

In focus stocks, Tesla’s official release of the Optimus video and details about the robot, including development environment, reduction gearboxes, and dexterous hands, was announced. Tesla Optimus states that it will fundamentally change the labor force and manufacturing economy. Elon Musk said Optimus 3 is expected to start production this summer and could achieve mass production by 2027. Tesla (NASDAQ: TSLA) pre-market rose over 1%, currently at $389.14.

Memory stocks tumbled against the trend, with Micron (NASDAQ: MU) opening down 6%, and SanDisk (NASDAQ: SNDK) dropping more than 7%. The decline was mainly due to South Korea’s SK Hynix (KOSDAQ: 000660) planning to list in the U.S.

Foreign media reports that SK Hynix has submitted confidential filings to the U.S. Securities and Exchange Commission (SEC), planning to issue American Depositary Receipts (ADRs) within the year. SK Hynix spokesperson responded that measures to enhance shareholder value, including issuing ADRs, are under review, but no final decision has been made.

Hong Kong stocks and ADR markets are continuously updating. For details, see: Next page

Market Trends:

【17:55】Iran war negotiations “warming up.” Dow futures up 365 points, Nasdaq futures up 1%. Brent crude down 4%, falling below $100.

【14:54】Dow futures up 339 points, at 46,754; S&P 500 futures up 42 points, at 6,648; Nasdaq futures up 160 points, or 0.7%, at 24,374.

【14:54】NY crude down 3.4% at $89.2; Brent crude down 4% at $100.3. NY gold up 3.3% at $4,578; spot gold up 1.7% at $4,549.

【13:57】【AI+Sora】OpenAI suddenly halts Sora AI video generation, shocking the market. Disney finished a project meeting 30 minutes before being suddenly informed, while OpenAI promoted Sora the day before.

【13:52】【AI+IPO】SK Hynix plans to go public in the U.S. within the year, has filed with SEC, and is rumored to raise up to $10 billion.

【13:32】【US Market Analysis】U.S. proposes ceasefire with Iran; Dow futures up over 300 points. Analysis: Trump TACO, two major issues to watch in the future.

【11:01】【Iran Situation】JPMorgan’s Dimon: Long-term conflict could lead to lasting peace in the Middle East, as regional powers’ interests align.

【10:48】【US-China Relations】Chinese investment firms reportedly considering reallocating assets to U.S. asset managers.

【10:26】【AI+Apple】Is Siri no longer just a voice assistant? Apple upgrades Siri to a chat robot with new “Ask Siri” feature, expected to debut at WWDC in June.

【10:00】【Yen Movement】Yen to HKD at 4.93. Bank of Japan minutes: some members call for timely rate hikes to address inflation.

【09:58】【US Rate Cuts】Fed Governor Barr: Rates may need to stay unchanged “for a while” amid Middle East risks.

【09:39】【Gold Price Trend】Gold ends nine consecutive declines! Spot gold back above $4,500, with a daily increase of HKD 1,800 per tael.

【08:54】【ARM+Chips】Arm rises 8% after hours, plans to sell its own chips for the first time, expected to generate about $15 billion annually in five years. Meta is its first major customer.

【08:26】【IPO】SpaceX reportedly plans to submit IPO application as early as this week, potentially raising over $75 billion.

【08:23】【Iran Crisis】Trump: Iran will send a big gift today. Rubio and Vance involved in negotiations, on the premise that “nuclear weapons must not be possessed” (updating).

【08:01】【AI+Amazon】Software stocks hit hard again; Amazon reportedly developing new AI agents to replace some departments.

$1 and below for March 24 U.S. stock market overview====

Tuesday: US seeks talks with Iran on Thursday; Brent stabilizes, Dow narrows losses

Multiple US media report that the US is engaging with Iran on a ceasefire plan. Axios reports that the US and mediators are discussing the possibility of high-level talks on Thursday, but are still waiting for a response from Tehran.

Market close overview:

Market Trends:

【22:50】Rumors that Iran is collecting “toll fees” from ships passing through the Strait of Hormuz; Dow down 88 points, Nasdaq down 0.6%, oil rebounds 3%.

【21:30】Pakistan ready to host US-Iran talks; Dow down 338 points, Nasdaq down 0.6%, oil rebounds 4%.

【18:00】【Iran Crisis】Hope for US-Iran war? Rumors that Trump is demanding a huge protection fee: $2.5 trillion to end the war.

【16:00】【Iran Crisis】US sets April 9 as “end of war” date; Iran continues to deny.

【14:00】Dow futures down 258 points, at 46,264; S&P futures down 38 points, at 6,596; Nasdaq futures down 150 points, or 0.6%, at 24,258.

【14:00】Oil prices rebound; NY crude at $91.6, up nearly 4%; Brent at $103.4, up 3.4%. Gold continues to weaken; NY gold down 0.9% at $4,400; spot gold at $4,357.

【14:00】【Iran Crisis】DBS: Short-term gold prices likely to fluctuate with Middle East conflict; maintains year-end target of $6,250.

【13:23】【AI+OpenAI】OpenAI reportedly offers generous terms to private equity firms, with a 17.5% minimum return to compete in enterprise AI market.

【13:08】【OnlyFans】Billionaire owner Leonid Radvinsky of OnlyFans dies of cancer at age 43.

【12:34】【Gold Trend】Gold prices after nine consecutive declines remain soft; HKD 2,000 per tael below 40,000.

【12:15】【Switch 2】Nintendo plans to cut Switch 2 production by about 33% this quarter; reduction may continue into April.

【11:51】【Gold Trend】Gold plunges over 20% from high, entering a bear market. Morgan Stanley: Funds are flowing from safe-haven assets into stocks, a positive sign for US equities.

【11:19】【Iran Crisis】Prime Minister Sanna Marin orders assessment of oil-related supply chains amid crisis; Ministry of Finance reportedly consulting on possible intervention in crude oil futures.

【10:36】【AI+Investing】BlackRock CEO: AI wave may exacerbate wealth inequality; investors should hedge risks through stock holdings.

【08:37】【AI+OpenAI】OpenAI states dependency on Microsoft poses risks in investor documents; what other risks exist?

【08:08】【Iran Crisis】Federal Reserve official Daly: US economy faces at least two scenarios; the Fed needs to stay flexible to manage risks.

【07:48】【AI+Apple】Apple’s annual WWDC scheduled for June 8, expected to introduce a series of AI features.

【06:32】【Iran Crisis】Iranian Parliament Speaker denies negotiations with Trump; UK destroyer “HMS Dragon” arrives in Mediterranean (updating).

$1 and below for March 23 U.S. stock market overview====

Monday: Trump’s remarks still questioned; Dow gains halved to 631 points, oil down 10%

US President Trump claims negotiations with Iran have paused attacks on power plants, boosting oil and stocks. The Dow once rose 1,134 points to a high of 46,712; the S&P 500 rose 2.2% to 6,651; Nasdaq rose 2.5% to 22,189. But gains narrowed at close: Dow up 631 points at 46,208; S&P up 1.1% at 6,581; Nasdaq up 1.4% at 21,946.

Market close overview:

Market Trends:

【Oil dropped 14.1% at one point, closing down 10% at $88.13; Brent at $100.5.】 Gold fell 7% intraday to a low of $4,099.18, closing down 1.9% at $4,407.18.

Macquarie’s global FX and rates strategist Thierry Wizman said, “We remain cautious about early reports of breakthroughs and tweets,” believing that the war is unlikely to last beyond April, as Iran’s threat may weaken. However, large-scale military actions are unlikely to end within this week.

Trump posted on Truth Social that negotiations with Iran over the past two days went smoothly, and he has instructed the US military to suspend all attacks on Iran’s power plants and energy infrastructure for five days, contingent on successful ongoing talks.

Trump later said that multiple agreements had been reached, including discussions about Iran’s leadership candidates, and claimed Iran had agreed to abandon nuclear weapons. He also warned that if negotiations break down, bombing will continue.

However, Iran’s Tasnim News Agency quoted sources denying any negotiations with the US, stating that no talks have taken place. They also indicated that US attacks continue, and the Strait of Hormuz will not return to pre-conflict status. Another agency, Mehr, cited Iranian Foreign Ministry officials saying Trump’s comments aim to lower energy prices and buy time for military plans.

The Iranian Foreign Ministry later stated that some initiatives to ease tensions exist, but Iran’s response is that the US should be the dialogue partner, as Iran did not initiate the war.

Trump further responded that negotiations took place on the evening of Sunday (22nd), emphasizing Iran’s eagerness to reach an agreement, and expressed confusion over why Iranian media refutes his statements.

T. Rowe Price noted that after the Iran attack, gold initially surged as a safe haven, but the rally was short-lived as markets reinterpreted the event as a geopolitical risk. Investors did not see it as a sustained geopolitical crisis but as inflation driven by energy prices. This shift pushed real yields higher, strengthened the dollar, and dampened gold’s appeal.

Gold had already gained significantly before the event, limiting further safe-haven inflows. The outlook for gold remains influenced by macro and geopolitical factors. In the short term, real yields and central bank policies are key, along with energy prices and the dollar. The firm still views gold as a strategic asset rather than a short-term trading tool. Structural demand from central banks and policy uncertainty support gold, despite potential short-term volatility.

Hong Kong stocks and ADR markets are continuously updating. For details, see: Next page

Market Trends:

【22:15】Rumors that Iran is collecting tolls from ships passing through the Strait of Hormuz; Dow down 88 points, Nasdaq down 0.6%, oil rebounds 3%.

【21:30】Pakistan ready to host US-Iran talks; Dow down 338 points, Nasdaq down 0.6%, oil rebounds 4%.

【18:00】【Iran Crisis】Hope for US-Iran war? Rumors that Trump demands a huge protection fee: $2.5 trillion to end the war.