Iran Threat, Broadcom Google Deal Shift Markets

U.S. stock futures fell 0.2‑0.5% as investors weighed Trump’s deadline for an Iran cease‑fire or strikes on Iranian infrastructure.
Brent crude rose to $110.11/bbl and WTI to $113.82/bbl amid Strait of Hormuz disruptions and Trump’s threat to close the waterway.
Broadcom shares jumped after signing a long‑term AI‑processor supply agreement with Google, including component supply through 2031 and Anthropic access.
Samsung Electronics forecast Q1 operating profit of 57.2 trillion won ($38 bn), revenue 133 trillion won, driven by AI‑chip demand.