Wall Street is hitting fresh record highs, but how much of this rally is built on shifting geopolitical sands? Ryan Huang and eToro Market Analyst Zavier Wong unpacks the U.S.-Iran negotiations, exploring how the market is pricing in a potential peace deal versus the threat of the Strait of Hormuz remaining closed. He looks at a scenario analysts are dubbing the "NACHO" (Not A Chance Hormuz Opens) dilemma. Plus, we pivot to the corporate side to discuss Disney’s blockbuster Q2 earnings, whether the House of Mouse has finally solved its streaming profitability puzzle, and the key macroeconomic data you need to watch this week.See omnystudio.com/listener for privacy information.

Wall Street is hitting fresh record highs, but how much of this rally is built on shifting geopolitical sands? Ryan Huang and eToro Market Analyst Zavier Wong unpacks the U.S.-Iran negotiations, exploring how the market is pricing in a potential peace deal versus the threat of the Strait of Hormuz remaining closed. He looks at a scenario analysts are dubbing the "NACHO" (Not A Chance Hormuz Opens) dilemma. Plus, we pivot to the corporate side to discuss Disney&rsquo;s blockbuster Q2 earnings, whether the House of Mouse has finally solved its streaming profitability puzzle, and the key macroeconomic data you need to watch this week.See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

Biz Report: Truces, Tech, and Theme Parks plus some "NACHO" on the side