Iran denied that nuclear talks with the US are scheduled to resume, diminishing prospects for diplomacy after President Donald Trump suggested a deal could come as early as next week https://t.co/Tp73nHnUPH ...

And how concerned are you about uh the stability of our foreign policy makers to deal with the thing that they've started to unleash in the Middle East uh by going after Iran uh and and sort of carrying the water, if you will, for Benjamin Netanyahu's uh designs against Iran. Well, Michael, I'm very concerned. Um, and obviously I can't get into the details of the briefing, but I agree with all the comments uh that you played from my colleagues.Uh, and it's pretty clear that at this point President Trump is ...

Market Performance - As of June 26, the DRG/DIP concept index rose by 1.97%, ranking fifth among concept sectors, with 16 stocks increasing in value [1] - Notable gainers included Kechuang Information, which hit a 20% limit up, and Huayu Software, Guoxin Health, and Digital Certification, which rose by 4.75%, 3.69%, and 3.50% respectively [1] - The sectors with the highest and lowest daily performance included the Military Equipment Restructuring concept at +8.73% and the Photolithography Machine concept at -1.48% [1] Capital Flow - The DRG/DIP concept sector saw a net inflow of 412 million yuan, with 14 stocks receiving net inflows, and 5 stocks attracting over 30 million yuan each [1] - Kechuang Information led the net inflow with 205 million yuan, followed by Guoxin Health, Huayu Software, and Digital Certification with net inflows of 69.67 million yuan, 64.82 million yuan, and 47.87 million yuan respectively [1] - The top three stocks by net inflow ratio were Kechuang Information at 20.10%, Guoxin Health at 13.05%, and Huayu Software at 11.15% [2]

Core Viewpoint - FedEx reported strong fiscal Q4 results but saw its stock decline by 3%, impacting UPS shares as well [1][2] FedEx Q4 Results - FedEx's Q4 earnings increased by 12% to $6.07 per share, exceeding EPS estimates of $5.93 [3] - Q4 sales reached $22.22 billion, surpassing estimates of $21.73 billion and slightly up from $22.1 billion in the same quarter last year [3] - FedEx has missed the Zacks EPS Consensus in two of the last four quarters, with an average EPS surprise of -5.53% [4] UPS Q2 Expectations - UPS's Q2 sales are projected to decline by 4% to $20.84 billion compared to $21.82 billion a year ago [5] - Expected Q2 EPS for UPS is forecasted to fall by 12% to $1.57 from $1.79 in the prior year quarter [5] - UPS has exceeded earnings expectations in three of its last four quarterly reports, with an average EPS surprise of 2.42% [6] Performance & Valuation Comparison - Both FedEx and UPS stocks are down 20% this year, but FedEx has a total return of +86% over the last five years, outperforming UPS's +11% [7] - FedEx and UPS have lower P/E valuations at 11.7X and 14.2X forward earnings, respectively, compared to the S&P 500's 23.5X [8] Dividend Comparison - UPS currently offers a higher annual dividend yield of 6.52%, compared to FedEx's 2.41% and the S&P 500's average of 1.22% [10] Bottom Line - FedEx and UPS are considered appealing buy-the-dip targets in terms of value, with FedEx potentially being the better long-term pick despite UPS's attractive dividend [11]

Ceasefire & Diplomacy - US brokered a ceasefire between Israel and Iran after a 12-day conflict, aiming to prevent an "endless war" [2][3] - The administration is hopeful for a comprehensive peace agreement with Iran, citing ongoing conversations and multiple interlocutors [4][5] - Expansion of the Abraham Accords is a key objective, with potential for "big announcements" regarding new countries joining [7] Nuclear Program & Red Lines - Preventing Iran from nuclear enrichment and weaponization remains a firm red line [8] - US intelligence agencies (CIA) and allies (Israel, IEA) contradict claims of minimal damage to Iran's nuclear program from previous strikes [10] - US military action, including bunker buster bombs and Tomahawk missiles, has reportedly eradicated much of Iran's enrichment potential and conversion facilities [11][12] - The focus is shifting towards rebuilding a non-enrichable civil nuclear program for Iran, similar to the UAE model [13] Regional Impact - A comprehensive peace agreement is expected to bring a "renaissance" for the GCC, Iran, and the entire region [6] - Preventing Iranian weaponization is crucial to avoid regional destabilization and nuclear proliferation [9]

I'd like to get your reaction from what we got over the weekend from Donald Trump air strikes over Iran. I would like to get an idea if you have an appraisal of how imminent the threat from the Iranian nuclear program was. Was it was the American action in violation of international law as a matter of a consequence.Well, the international law says, you know, gives you good to reasons where you can use force. One is self-defense and the other one is by the mandate of the Security Council. So those who use fo ...

Joumanna, these findings then clashing with President Trump's assessments of the attacks. That's right. President Trump had claimed that they had totally obliterated some of those nuclear sites that they hid out over the weekend.But this latest report put out by the Pentagon itself, the Defense Intelligence Agency, suggesting that the blows didn't actually manage to administer the fatal blow that Trump had characterized. Instead saying that at most it had set back the nuclear program by as much as six month ...

Paul, thanks so much for your time today. We've got a lot to unpack here, but I want to start with this idea of the cease fire. President Trump hailing a cease fire saying the 12 day war, as he's calling it, is over.But obviously Iran's foreign minister countering that. When can we have confidence that a cease fire has been achieved. What what would you want to hear.Well, we can have confidence when we get official announcements from both the government of Iran and the government of Israel. Foreign Minister ...

Britain was not involved in these strikes, just as Britain was not involved in Israel's operations. But Britain has long had concerns about Iran's nuclear program. Iran can never have a nuclear weapon.The United States has now taken action to alleviate that threat. I can confirm to the house that a Royal Air Force A400 has flown in to Tel Aviv and taken 63 British nationals in their dependence to Cyprus from where they will be brought home this evening. Further flights will follow in the coming days, securi ...

So how are European powers responding to the US airstrikes. How much unity is there amongst EU leaders at this point. Yeah. Yeah.So listen, Tom, over the last week we've heard a lot from European leaders and generally speaking, this sort of message has been in the message over the last 24 hours is de-escalate diplomacy has got to be the way forward. This is not going to end through military action. This needs to end basically through diplomacy.You know, we had that sort of message made in very different way ...