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US stock futures fell on Monday after a chaotic weekend of events reignited US-Iran tensions, putting peace talks at risk and leaving investors bracing for more uncertainty.

Dow Jones Industrial Average futures (YM=F) dropped 0.4%, paring earlier premarket losses. Meanwhile, contracts on the S&P 500 (ES=F) and the Nasdaq 100 (NQ=F) also moved down about 0.4%.

The rapid escalation in tensions comes after the US Navy seized an Iranian ship — blowing a hole in its engine room, according to President Trump. For its part, Iran fired at vessels and abruptly stopped traffic in the Strait of Hormuz on Saturday, abandoning its promise to allow some to pass as its said the US had broken a ceasefire deal.

That renewed concerns about oil supply disruptions in the critical waterway, and in turn revived worries about inflation and clouded prospects for talks to end the war. The Hormuz standoff is just one of the several sticking points in US-Iran negotiations.

Oil prices jumped on Monday, but remained well below the key $100 level. US benchmark West Texas Intermediate crude futures (CL=F) were last up 5.7% at around $87 per barrel, while global benchmark Brent crude (BZ=F) popped 4.7% to near $95.

Looking ahead for the week, investors will parse another busy stretch of earnings, with major names including Tesla (TSLA), Intel (INTC), and United Airlines (UAL) set to report in the days ahead, offering the next test for markets navigating record stock rises and increasing geopolitical risk.

LIVE 5 updates

  • Satellite cable pioneer Charlie Ergen made a big bet on spectrum and eventually found a buyer in SpaceX (SPAX.PVT). The stock portion of that deal could be huge.

    Yahoo Finance’s Pras Subramanian reports:

    Read more here.

  • Google (GOOG, GOOGL) is in talks with Marvell (MRVL) to ‌develop two new versions of its AI chips, The Information reported.

    One will be a new tensor processing unit (TSU) tailored to running AI workloads, per the report. The other will be a memory processing unit designed to work with those TSUs, and the partners are aiming to finish its design as soon as next year.

    Google has been positioning its TPU as a rival to Nvidia’s (NVDA) dominant GPUs amid a Big Tech data center buildout.

    Shares of Marvell jumped over 8% in premarket on the report.

  • Eli Lilly (LLY) is in advanced talks to acquire biotech firm Kelonia ‌Therapeutics for more than $2 billion, The Wall ‌Street Journal reported.

    A deal could be agreed as soon as Monday, per WSJ sources, and could include additional payments if the blood-cancer biotech reaches key milestones, sources told the WSJ.

    Shares of the US drugmaker rose over 2% in premarket following the report on Sunday.

    Reuters reports:

  • Bloomberg reports:

    Read more here.

  • Bloomberg reports:

    Read more here.

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