A busy morning for headlines around Iran as President Trump signals possible de-escalation ahead: David Faber and Sara Eisen broke down new comments to reporters by the man top of the hour, before diving into market implications with market veterans including Rockefeller's Ruchir Sharma & tech investor Dan Niles. Plus: hear Energy Secretary Chris Wright's first reaction to the headlines - and where he sees prices going from here.
Also this hour: an inside look at the battle over the weightloss drug market - with one dark horse betting big on pill adoption; and details on an activist investor jumping into Synopsys.
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