There’s a tentative deal for peace in the Middle East as the U.S. and Iran are set to sign an agreement this week. Jon, Matt, and Rachel talk about how long it will take for things to get back to normal if the deal holds as well as some companies that could get some much needed relief. The team then discusses Anthropic’s Fable 5 shutdown before closing with some thoughts on Fox’s $22 billion acquisition of Roku.

Jon Quast, Matt Frankel, and Rachel Warren discuss:
-The tentative deal between the U.S. and Iran
-Hidden beneficiaries if the deal holds
-The government’s concerns with Anthropic’s Fable 5
-Fox’s acquisition of Roku and whether investors should keep holding

Companies discussed: Delta Air Lines (DAL), United Airlines (UAL), Rocket Companies (RKT), Anthropic, Space Exploration Technologies (SPCX), Fox (FOXA)(FOX), Roku (ROKU)

Host: Jon Quast
Guests: Matt Frankel, Rachel Warren
Engineer: Dan Boyd

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