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Trump Hints End of Iran War in Sight; ASML Raises Sales Forecast | Bloomberg Brief 4/15/2026

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⚡ Quantum Brief
US equity futures hovered near record highs on April 15, 2026, driven by optimism over a potential Iran peace deal, signaling reduced geopolitical risks for global markets. ASML raised its sales forecast as surging AI demand boosted orders for its advanced chipmaking machines, lifting shares amid a tech-driven market rally. Bank of America and Morgan Stanley reported earnings, with analysts like JPMorgan’s Jack Caffrey predicting accelerated corporate profits this year due to economic resilience. Argus Research’s Stephen Biggar highlighted strong bank performance, noting robust consumer spending and interest income as key drivers of financial sector growth. The market’s focus remains split between geopolitical developments and AI-fueled tech growth, with ASML’s guidance upgrade underscoring semiconductor demand as a critical economic catalyst.
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US equity futures waver near an all-time high amid optimism surrounding a potential Iran peace deal. ASML shares rise after the firm boosted its guidance as surging global AI spending help fuel demand for its chipmaking machines. Bank earnings continue with Bank of America and Morgan Stanley. Jack Caffrey of JPMorgan Asset Management sees earnings further accelerating this year. Stephen Biggar of Argus Research takes a closer look at bank results. (Source: Bloomberg)

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