Semiconductors Win Streak At Risk As HyperScalers Report, Tech Momentum Cools, & DeepSeek’s Disruption Theme Remerges

On the geopolitical front, Iran has reportedly sent a new proposal to the U.S. that would reopen the Strait of Hormuz, but only after an end to the war and guarantees it will not resume, according to sources and regional reports compiled by Axios’, Barak Ravid. Under the plan, broader talks on the nuclear program…