Against the backdrop of ongoing tensions around the truce between Israel and Iran, the cost of oil rose by more than 1%, but remains near its lows for several weeks - investors do not expect supply disruptions. At the same time, optimism is growing in the stock market: the S&amp;P 500 index is close to an all-time high, and a BMO strategist has improved his outlook for U.S. stocks this year. At the same time, bond market veteran Bill Gross warns that yields on 10-year Treasuries are unlikely to fall below 4.25%, while predicting a "small bull market" for stocks amid the AI boom. On these and other topics, see our roundup of key events for the morning of June 25.

Highlights for the morning: Wall Street is expected to rally, oil is rising, South Park vs. Skydance

Broadcom Inc.

NVIDIA Corporation

Delta Air Lines, Inc.

Nvidia stock gains pull tech indexes higher

Nasdaq 100 index hits record for the first time since the imposition of duties and the Iran crisis

Chevron Corporation

Exxon Mobil Corporation

The cost of oil has returned to the level it was before Israel began bombing Iran

Oil prices are down more than 6%. Why could this be bad for the stock market?

The euro will be the most sought-after currency in central banks' reserves over the next 1-2 years, the yuan on a 10-year horizon, a survey showed

The world's central banks are considering moving away from the US dollar. What are they choosing?

AstraZeneca PLC

Chewy, Inc.

Novo Nordisk A/S

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: Middle East truce turns stocks upward

Royal Gold, Inc.

AngloGold Ashanti plc

Franco-Nevada Corporation

Iran's conflict with Israel is not the only driver of precious metal prices growth

The price of gold fell due to hopes for a truce in the Middle East. What's next?

Israel on the morning of June 24 accused Iran of violating&nbsp;the ceasefire announced by U.S. President&nbsp;Donald Trump, <a href="https://www.bloomberg.com/news/articles/2025-06-24/iran-israel-war-may-pause-after-trump-says-ceasefire-reached?srnd=homepage-europe">writes</a> Bloomberg.

Israel accused Iran of violating the ceasefire agreement

The ceasefire between Israel and Iran has gone into effect, US President Donald Trump said Tuesday morning. "PLEASE DON'T VIOLATE IT!" - <a href="https://truthsocial.com/@realDonaldTrump/posts/114736609585800487">he wrote</a> on social media.&nbsp;

Ceasefire between Israel and Iran has gone into effect - Trump


Taiwan Semiconductor Manufacturing Company Limited

SK hynix Inc.

Samsung Electronics Co., Ltd.

SK Hynix and Samsung quotes rose sharply amid weakening geopolitical risks

Korean stocks emerged as the top gainers in Asia after de-escalation in the Middle East


Meta Platforms, Inc.

Super Micro Computer, Inc.

Donald Trump announced a ceasefire between Israel and Iran. JPMorgan estimates that Asian tech stocks, especially in the semiconductor sector, could rise another 15-20% in 2025. Meta was interested in buying another AI startup before the Scale AI deal. Supermicro shares fell by 10% on the news about the placement of convertible bonds for $2 bln. These and other topics are covered in our review of key events by the morning of June 24.

Highlights for the morning: pause in Iran-Israel war, JPMorgan bets on AI stocks in Asia


U.S. stock futures jumped after the U.S. president's statement

Trump announced a ceasefire and the end of the war between Israel and Iran

Trump calls Iranian attack weak: not a single missile reached its target, claims US president