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Wall Street Breakfast

Peace plan pumps futures

Wall Street Breakfast

Seeking Alpha

Business News, News, Business, Investing

4.11K Ratings

🗓️ 25 March 2026

⏱️ 5 minutes

🧾️ Download transcript

Summary

Nasdaq, S&P, Dow futures gain on talks of U.S.-Iran peace plan. (00:14) Pentagon seems to be punishing Anthropic for going public with contract dispute - judge. (01:48) Arm (ARM) stock jumps as CEO Haas issues $15B revenue expectation for new chip. (02:43)

Episode transcripts seekingalpha.com/wsb.

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Transcript

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0:00.0

Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning.

0:07.6

It's good to have you here on this Wednesday, March 25th. I'm Julie Morgan.

0:14.1

Stock index futures are higher before the bell as the U.S. reportedly send Iran, a 15-point plan to end the war in the Middle East.

0:22.9

The Dow is up 0.8%. The same is true for the SMP 500, and the NASDAQ is up 1%.

0:30.4

The plan is said to address Iran's ballistic missile and nuclear programs, as well as maritime routes through the Strait of Harmuz.

0:39.1

Oil prices are also down on the news. Crude oil is down 4% at $88. Brent crude is also down

0:46.8

4% at $100. In the world markets, the Futsi 100 is up 0.8% and the DAX is up 1.4 percent. Asian equity markets also

0:58.6

advanced on Wednesday amid reports of a possible U.S. proposed ceasefire with Iran. While President

1:05.0

Trump claimed that negotiations are underway to end the war, an Iranian military spokesman

1:10.7

has suggested that the U.S. is negotiating with

1:13.6

itself. The Wall Street Journal is reporting that Tehran has set a high bar for ceasefire negotiations.

1:20.7

Iran is demanding that the U.S. shut down its bases in the Gulf region, pay reparations for its

1:26.5

attacks, and lift all sanctions.

1:29.2

Iran also wants to collect fees for ships transiting the strait, an end to Israeli strikes on

1:35.1

Lebanese military group Hezbollah and guarantees that the war won't restart.

1:40.8

According to the report, Tehran is also seeking to keep its missile program with no negotiations to put a limit on it.

1:48.8

A federal judge said the Pentagon's move to blacklist Anthropic appears to be punishment for the AI startup going public with this contract dispute,

1:57.7

which would be a violation of the company's right to free speech. The judge noted that the

2:02.5

Pentagon designating Anthropic as a supply chain risk looks like an attempt to cripple the company

2:08.2

and does not really seem to be tailored to the stated national security concern. Anthropic sued

2:14.3

the U.S. government after it was blacklisted over its safeguards that prevent its AI

2:19.4

from being used for domestic surveillance or autonomous weapons. It warned that the blacklisting would

...

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