Daily Market Report – March 25, 2026

Market Report March 25, 2026, around 1230 ET

Today's trading was largely influenced by the so-called 15-point plan of the US government and Iran's sharp reaction. According to consistent reports from Reuters, AP, and other reliable sources, the plan essentially includes: complete dismantling of Iran's nuclear activities, stricter IAEA controls, limitation of the Iranian missile program, an end to support for regional militias, and the guarantee of free shipping through the Strait of Hormuz; in return, Washington promises sanctions relief and civil nuclear cooperation. According to Reuters, this is complemented by the idea of a one-month ceasefire to negotiate these points. President Donald Trump reiterated today that Iran has made "significant concessions," while Tehran publicly dismissed the plan as "unrealistic," denied negotiations, and simultaneously continued to escalate militarily. Exactly the

While uncertainty remains high, hope for an imminent end to the war prevailed. The S&P 500 (SP:SPX) rose by about 0.8%, while the Nasdaq Composite (NASDAQ:IXIC) gained nearly 1%; in Europe, the Stoxx 600 (INDEX:STOXX) increased by about 1%, and the DAX (XETR:DAX) also recorded a significant rise. The immediate driver was the oil price: Brent (TVC:UKOIL) temporarily fell back below $100. However, the movement remained fragile, as Iran's rejection keeps the risk premium structurally high.

Among the major individual stocks, semiconductor stocks stood out today. Intel (NASDAQ:INTC) rose by over 8% - government funding programs, geopolitical re-localization of chip production, and rising prices are providing support for the stock.