---
title: "Semis Slammed, Momo Mullered, & AI Credit Cracks; Black Gold & Bond Yields Drop On Deal Hopes"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/294106188.md"
description: "US futures initially opened weak following a sharp decline in Seoul's chipmakers but recovered on rumors of an imminent deal with Iran. This speculation lowered oil prices, the dollar, and bond yields, boosting stocks and Bitcoin. However, Iranian denial of these talks reversed gains, leaving year-to-date momentum negative."
datetime: "2026-07-28T20:02:01.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/294106188.md)
  - [en](https://longbridge.com/en/news/294106188.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/294106188.md)
generator: "portal-rs"
---

# Semis Slammed, Momo Mullered, & AI Credit Cracks; Black Gold & Bond Yields Drop On Deal Hopes

***Tl;dr**: After a slaughter in Seoul overnight, with KOSPI extending yesterday's chipmaker chunder, **US futures opened ugly but were quickly rescued by 'talk' that a deal was imminent** with Iran, sending **oil lower (along with the dollar, yields, and rate-hike odds)** and stocks and bitcoin higher. An **Iranian denial** of deal-talks as the day wore on pulled oil off the lows and stocks off the highs with **momentum now red YTD**...*

## The Good...

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## Related News & Research

- [Oil prices steady as investors assess US-Iran war outlook](https://longbridge.com/en/news/296417823.md)
- [W.Africa Crude - Market quiet, awaiting loading programs](https://longbridge.com/en/news/296384200.md)
- [Oil set for second weekly rise as unsettled US-Iran war crimps supply](https://longbridge.com/en/news/296555193.md)
- [Oil edges up on uncertainty over exports through Hormuz](https://longbridge.com/en/news/296282399.md)
- [Oil extends climb on prolonged Hormuz export uncertainty](https://longbridge.com/en/news/296302371.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**