Evening Scan

Markets mostly shrugged off the weekend news, but the Iran/oil whipsaw was the day's actual story — "major progress" sent crude down, then Hormuz closed again. Samsung went enterprise-wide on AI, and SpaceX's post-IPO momentum stalled.

Oil Whipsaws as Iran Signals Progress, Then Hormuz Closes Again (paywall)

Iran's foreign minister cited "major progress" toward a ceasefire, crude dropped — then the strait reclosed, and traders remembered why they hedge. (NYT)

Samsung Deploys ChatGPT Enterprise and Codex Across Its Entire Workforce

OpenAI is calling it one of its largest enterprise deployments ever — a useful snapshot of where corporate AI adoption stands in 2026. (CHOSUNBIZ)

SpaceX Shares Slide Again as Post-IPO Rally Keeps Unwinding

The halo fades fast — much of the debut-day pop has now been given back after only a few weeks. (The Next Web)

China Hits Dozens of U.S. Companies With Export Controls and Procurement Bans

Anduril, MP Materials, and Teal Drones among those targeted — the list is skewing defense-tech specific, which is the noteworthy pattern. (Nikkei Asia)

“AI systems were reliably more persuasive than expert humans.” — Import AI