A fragile U.S.-Iran deal just took a chunk out of oil's war premium, but the physical market still isn't normal. At the same time, SpaceX has hit public markets with the kind of capital gravity that can move everything around it.

• Iran ceasefire framework

• Hormuz reopening and oil

• Energy equities and the Fed

• SpaceX hits the market

• Index flows and derivative pressure

• SpaceX valuation and AI build-out

• Chips, memory, and export controls

• Other deals and domestic signals

• Cross-asset watchlist

Sources:

• Squawk on the Street — 9AM HOUR: Framework for Peace Deal, Stocks Surge, Fox Buys Roku 6/15/26: https://www.cnbc.com/

• Squawk on the Street — 11AM Hour: Impact of Potential Peace Deal on Oil, Early SpaceX Investor Peter Diamandis, Who Benefits Most from Anthropic’s WH Battle? 6/15/26: https://www.cnbc.com/

• CNBC's "Fast Money" — Proposed Iran Peace Deal Sparks Market Rally… And the Future of Perpetual Futures 6/15/26: https://www.cnbc.com/

• The Exchange — Iran Peace Framework, Tech Takes Off, and Investing in World Cup Infrastructure 6/15/26: https://www.cnbc.com/

• Squawk Pod — SpaceX Bull Ron Baron & Vice President JD Vance 6/15/26: https://www.cnbc.com/

• Worldwide Exchange — Morning Call 6/15/26: https://www.cnbc.com/

• Halftime Report — Stocks Higher After President Trump Announces Preace Framework with Iran: Your Next Move 6/15/26: https://www.cnbc.com/

• Squawk on the Street — 10AM Hour: Trump Arrives in Europe for G7, The Street Initiates SpaceX, Anthropic’s Latest White House Battle 6/15/26: https://www.cnbc.com/

• Power Lunch — Markets rally after Pres. Trump signs Iran deal memorandum 6/15/26: https://www.cnbc.com/