WS #10348

The US-Iran crisis is ESCALATING sharply. Multiple sources (Bluesky priority, GDELT) report that the Iranian delegation suspended negotiations in Switzerland in protest of Trump's threats, including a threat to seize the Strait of Hormuz and impose a 20% oil toll. This contradicts earlier reports of a finalized draft on oil sanctions waivers. The breakdown of talks is corroborated by at least three independent sources. Separately, Ukraine drone strikes hit oil terminals in Kerch and Port Kavkaz, disrupting Russian oil infrastructure. In tech, Micron's full 2026 HBM output is pre-sold, with customers queuing for 2027 slots, a bullish signal for $MU ahead of its Tuesday report. Disney's 'Toy Story 5' opened to $160M in US and Canada, a strong result for $DIS. A Tesla crash in Texas involving autonomous driving killed a 76-year-old, potentially negative for $TSLA. Japan announced a $2.5 trillion investment plan in AI and semiconductors through 2040, bullish for the sector. The first round of US-Iran talks in Switzerland lasted 80 minutes and focused on Lebanon, not the nuclear program, with Iran refusing handshakes and photos.