Morning Scan

The markets are making peace with geopolitical chaos while tech companies debate the profound question of what shade of red sells phones. Meanwhile, a forgotten chip company is having the year of its life.

1,834% — SanDisk's stock surge since August as AI demand resurrects the once-dormant storage giant.. (Sherwood News)

Market Movers

Sandisk to join the Nasdaq 100 Index

Sometimes the best AI play is the one everyone forgot existed until chip shortages made storage suddenly sexy again. (Sherwood News)

Nine of 10 biggest S&P gains have been tied to Iran or tariffs

Energy volatility is driving the broader market as traders parse every Middle East headline for profit signals. (Prof G Media)

Data to start your week – The jet fuel inflection point

Six weeks of regional conflict have aviation fuel costs spiraling, creating ripple effects far beyond airline balance sheets. (Exponential View)

“The U.S. is navigating between Iran sanctions and tariff policy while markets swing wildly on each policy signal.” — Prof G Media

Tech Iterations

iPhone 18 Pro Deep Red Color Likely as Android Rivals Prep Same Shade

Apple and Android makers are apparently having a synchronized moment over the same red paint job two years out. (MacRumors)

Galaxy Z Fold 6, Flip 6 get second One UI 8.5 beta update

Samsung's foldable beta program continues its methodical march toward Android 16 integration. (SamMobile)

HumanInbox

Another AI email assistant launches, because apparently we need more ways to automate the thing we're already ignoring. (Product Hunt)