The hour is dominated by escalating geopolitical instability in the Middle East, where Iranian tanker attacks in the Strait of Hormuz have pushed oil prices to substantial monthly gains and prompted President Trump to declare he is losing faith in Iran. This international tension intersects with a busy corporate market, highlighted by the KKR-Integer Holdings acquisition and continued investor focus on tech spending and AI. Domestically, the legislative agenda remains focused on controversial privacy and age-verification mandates, such as the CHATBOT and SCREEN Acts, while the Department of Energy has advanced plans for new nuclear campuses. Financial markets remain jittery, navigating both this intensifying geopolitical risk and specific sector-level fluctuations.