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US Stock Markets Soar Amid Hopes for Hormuz Deal

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US stock markets hit new record highs on Wednesday after US President Donald Trump hinted at a possible deal to reopen the Strait of Hormuz. This development has boosted investor sentiment and led to strong corporate earnings reports, particularly in AI-linked companies.

The Strait of Hormuz is a critical waterway between Iran, Oman, and the United Arab Emirates that carried around one-fifth of global oil shipments before the conflict began. Any agreement to reopen it would be a significant de-escalation in the five-month-old conflict, which has fueled sharp swings in energy markets.

US Secretary of State Marco Rubio said 'there's been progress made in those talks, but not finality yet.' Treasury Secretary Scott Bessent stated that there is a chance for a deal to be reached today or tomorrow. However, Iran has denied holding talks with Washington over reopening the strait.

The S&P 500 rose 0.3% to a fresh record, while the Nasdaq Composite added 0.1%. The Dow Jones Industrial Average increased by more than 443 points, rising 1% and reaching an all-time high. Brent crude was down 0.46% to $78.99 at 11:08 a.m EDT on Wednesday.

Caterpillar and Palantir posted strong annual revenue forecasts, increasing by 5.8% and 26% year-on-year respectively. These firms have benefited from the buildout of AI data centers that have increased demand for their products.

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