Happy Monday! Global markets are on high alert after a surprise U.S. military strike against Iran shook an already fragile geopolitical landscape. As tensions flare and critical oil routes hang in the balance, here’s what investors need to know right now.

Also, JPMorgan CEO Jamie Dimon warns that America’s education system must evolve rapidly to meet the demands of a changing workforce. Discover what this means for the future of jobs, the economy and the markets.

Plus, if you’re looking to harness the power of leveraged and inverse ETFs in volatile markets, check out this virtual event from today’s sponsor.

In Today's Edition

• MARKET RECAP

• FIVE ZINGERS

• MARKET HISTORY

• ONE FOR THE ROAD

U.S. Strikes Key Iranian Nuclear Sites — Trump Announces 'Spectacular Military Success'

Another dramatic shift in the geopolitical landscape is sending ripples throughout the global markets.

In a somewhat surprise move, the U.S. launched precision strikes on three Iranian nuclear sites, a move that President Trump described as a “spectacular military success.” This action not only enhances long-standing tensions between the two countries, but also raises questions about the stability of the region and the broader implications for energy prices and defense stocks worldwide.

As part of the retaliation, Iran is threatening to block off the Strait of Hormuz — which lies between Iran and Saudi Arabia. This important trade route accounts for roughly 20% of the world’s oil.

Investors now face a new wave of uncertainty and volatility. Read on to see how this could impact your portfolio and how to navigate this ever-changing market.

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Last Week: U.S. indexes closed the week out on a mixed note as the Dow finished in positive territory on Friday, while the Nasdaq and S&P 500 closed down on the day. Friday marked the third consecutive sell-off for the S&P 500 as investors awaited President Trump’s decision on U.S. involvement in the Israel-Iran conflict. Energy and consumer staples outperformed, while communication and materials sectors lagged. The Conference Board’s Leading Economic Index fell 0.1% in May, signaling slowing growth amid weaker consumer sentiment and soft manufacturing orders. Treasury yields declined, with the 10-year slipping to 4.38%, as Fed officials suggested rate cuts could begin as early as July. Oil prices rose on supply concerns tied to Middle East tensions. For the week, the S&P 500 slipped 0.2%, the Dow edged up 0.02%, and the Nasdaq gained 0.2%.

On Our Radar: Analysts will be paying attention to the S&P flash U.S. services, manufacturing PMIs and existing home sales for signals on economic momentum and potential shifts in Fed policy. On the earnings front, all eyes will be on KB Home (KBH), which will report earnings results after market close today.

Crypto Fallout: With the U.S. bombing Iran’s nuclear facilities, cryptocurrencies like Bitcoin, Ethereum and Dogecoin have tumbled to two-month lows. Find out why this market meltdown matters and what it could mean for your portfolio.

Token Takeoff: Shares of Circle have skyrocketed 540% since its IPO earlier this month, fueled by the Senate’s historic passage of the GENIUS Act. Discover why it has Cathie Wood and Wall Street still buzzing, and why many say the fun has just begun.

Fading Giants?: A top hedge fund released a surprising new forecast that some of the biggest tech names may vanish from the top 40 list by 2030. As investors pivot from legacy dominance to future disruption, check out the full story to see which icons could fall — and which ones are rising quickly.

Chip Crackdown: Shares of Nvidia, Broadcom, Marvell and many other chip stocks dropped after reports that the U.S. is looking to end waivers, letting American tech flow to China. With billions at stake and rising geopolitical tension, read on to see how this policy shift could shake the entire semiconductor market.

Pipeline Power: Gorilla Technology soared after Q1 revenue more than doubled, and a $5 billion deal pipeline came into focus. With profitability improving and growth accelerating, read the full story to see why this undercovered stock could keep climbing this year.

The market is volatile, and global forces are in motion. Geopolitical risks, inflation and sector rotations are reshaping market leadership. Join Matt Maley this Wednesday, June 25, at 6 p.m. ET as he reveals his strategy for navigating these shifts—including which sectors he’s targeting and how he’s adjusting his portfolio. This live session will give you the real-time strategy you need to trade smart into July.

On This Day In 1988…

Dell IPO’d at $8.50 per share, valuing the company at approximately $85 million. In the 1990s, Dell became one of the best-performing stocks during the tech boom, averaging an annual return of more than 90% from 1990 to 2000. Over that time, the stock split seven times. At its peak on March 22, 2000, Dell reached a market capitalization of around $100 billion. The stock traded at $58.13 per share, representing a gain of 64,488% from its IPO price. Adjusted for splits, one original share purchased at the IPO would have been worth approximately $5,580 at that time. In 2013, Dell was taken private in a $24.9 billion deal led by founder Michael Dell and Silver Lake Partners, paying shareholders $13.65 per share. Dell returned to the public markets in December 2018, and as of today, it has a market capitalization of $77 billion.

QUOTE OF THE DAY

“Bull markets are born on pessimism, grown on skepticism, mature on optimism, and die on euphoria.”

— Sir John Templeton

Jamie Dimon Sounds Alarm On Skills Gap, Calls For Overhaul Of US Education System

Jamie Dimon is sounding another alarm.

This time, it’s not about inflation, interest rates or banking turmoil. It’s about America’s classrooms. At a recent Business Roundtable CEO Workforce Forum, the JPMorgan Chase CEO delivered a blunt message: the U.S. education system is falling dangerously out of sync with the demands of the modern workforce. And if it doesn’t change, the country could face a skills crisis that no amount of corporate innovation can fix.

Dimon isn’t alone in his concerns. With AI automating large portions of today’s job market, experts are warning that most roles are already being reshaped — and many graduates aren’t prepared. Dimon argues that integrating skills like coding, cybersecurity and financial literacy into the core curriculum isn’t just a nice-to-have; it’s an economic imperative. And he believes the private sector — not just policymakers — needs to lead the charge.

Read on to see how the skills gap might impact not only your portfolio, but your career.

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