Oil crashed 8.3% to $98.87 on reports that a US-Iran nuclear deal is in its final stages, fueling a broad-based relief rally that pushed all three major indices up more than 1%. The Russell 2000 led the charge with a 2.6% gain as small caps capitalized on cheaper energy costs, while semiconductors surged 4.7% driven by Nvidia's blowout $81.6 billion quarterly revenue beat. Meanwhile, the FOMC minutes revealed a more hawkish Fed than expected, with Stock Beaver's data pointing to a 54% probability of a rate hike by December. *In This Episode:* 0:00 Intro 4:05 Week in Review 6:06 Commodities 10:20 Currencies 12:03 Treasury and Rates 15:19 Economy and the Fed 28:06 Top Stock Picks 34:41 Top ETF Picks 40:16 Congressional Trading 41:51 Insider Activity 44:55 Federal Budget 50:58 Week Ahead Nvidia delivered the standout earnings report with profits surging 211% year-over-year and data center revenue hitting $75.2 billion. Target also impressed with 5.6% comp growth and traffic up 4.4%, signaling the consumer still has fight left. The geopolitical relief rippled across assets: the 10-year yield pulled back to 4.57%, gold held steady at $4539, and Bitcoin traded near $77400 despite nearly $1 billion draining from spot ETFs in just two sessions. The national debt climbed to $39.07 trillion, with interest expenses now exceeding defense spending at $82.3 billion this month alone. The divergence between geopolitical euphoria and hawkish Fed policy is the tension defining this market. *Links:* 🌐 https://www.stockbeaver.com 🐦 https://x.com/stock_beaver Disclaimer: This content is for educational and informational purposes only and does not constitute financial, investment, tax, or legal advice. Past performance is not indicative of future results. Always conduct your own research before making investment decisions. #stocks #investing #stockmarket #finance #economy #podcast #marketanalysis #wallstreet #sp500 #nasdaq #federalreserve #trading #bitcoin #crypto #StockBeaver