The Trump administration believes that Iran has not yet reached the stage of weakness that makes US strikes decisive to topple the regime, NBC News reports

The report suggests that the Trump administration assesses Iran as still resilient enough to withstand US military action, indicating a calculated approach to engagement rather than immediate intervention.

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US Commerce Department says that Chinese companies must demonstrate sufficient security procedures in order to buy NVIDIA (NVDA) H200 chips

"Israel has been on particularly high security alert in recent hours, against the backdrop of the US president's dramatic statements regarding the protests in Iran", according to local press

The Trump administration believes that Iran has not yet reached the stage of weakness that makes US strikes decisive to topple the regime, NBC News reports

US posts licence review rule for chip exports to China and Macau; US eases the criteria to approve the NVIDIA (NVDA) H200 chip exports to China; NVIDIA H200 chips are covered by the export licence review rule

Newsquawk US Market Wrap: Stocks and Dollar fade soft CPI as Trump ups the ante on Iran

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This perception could influence market sentiment, particularly in energy prices and safe-haven currencies, as investors weigh the implications of ongoing tensions in the region. Additionally, it may impact risk appetite across equities and the FX market as traders adjust their positions in light of this geopolitical assessment.

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