Trump (https://www.cnbc.com/2026/06/04/oil-price-today-iran-war-hormuz-trump-israel-lebanon.html) he won't restart the Iran war unless U.S. troops die—oil dumps 3%, and suddenly the market wants to act like geopolitics is "contained." The real problem? (https://www.cnbc.com/2026/06/04/chipmaker-equities-micron-marvell-broadcom-intel.html), and the Dow is up 500 on rotation into energy and industrials.

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