🤔 Did Iran Actually Agree?

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So this happened: Trump cancelled airstrikes on Iran. On Thursday evening. Via Truth Social.

The reason? A deal is apparently this close to being done.

Hours earlier, Trump was threatening to hit Iran "very hard."

By dinner time? "We just made a great settlement of the war with Iran."

That's a faster reversal than a meme stock on earnings day.

But it isn't a two-party handshake. Trump says the framework has sign-off from a massive coalition:

That's basically the entire regional group chat hitting the thumbs-up.

So what do we actually know?

Not much, honestly. Trump says the "discussions and final points" are done in concept and detail.

But zero specifics on what anyone actually agreed to. No terms. No concessions. Just vibes and a promise.

And the naval blockade? Still on. Trump says it stays in "full force" until the deal is officially signed.

Trump says documents are in "pretty final shape" and a signing could happen this weekend, possibly in Europe, with JD Vance attending.

CBS's Margaret Brennan reports a memorandum of understanding is likely early next week, paving the way to a long-term deal.

There is one big fat red flag though.

Iranian news agency Fars says leaders haven't actually approved any deal text yet.

So one side is planning the signing ceremony. The other side says "what deal?"

Markets have seen this movie before.

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Uncle Sam offered Google free money for quantum computing.

Google looked at the fine print and walked away.

The story: Trump's $2B quantum funding initiative, announced in May 2026, listed nine recipients. Alphabet wasn't one of them. Neither was Microsoft or IonQ.

Now we know why.

Speaking at the Semafor Tech Summit on June 10, Google Quantum AI COO Charina Chou said the funding came with "various conditions" that would've slowed Google down.

What conditions exactly? Nobody's saying.

But here's the translation: Google would rather sprint alone than jog with a government leash on.

Think of it like this. Someone offers to pay for your gym membership, but only if they pick your workout plan. Google said keep the membership, I'll train how I want.

Chou added Google still works with Washington "in other ways" and backs more funding for basic quantum research. So it's not a divorce. More like keeping it casual.

PsiQuantum's co-founder Pete Shadbolt defended taking the cash, calling public investment "really natural" given quantum's national security implications.

Fair point. The whole program exists to counter China's rapid quantum advances.

One spicy timeline to watch: IBM exec Scott Crowder says the company expects its first scalable quantum system by 2029.

That's three years away. Bookmark it.

Alphabet stock slipped ~2.51% Thursday to ~$347.46.

Probably not because of this. But the timing isn't a great look.

Adobe $ADBE ( ▼ 6.25% ) posted a clean Q2 beat. Then watched its shares fall 5.5% in extended trading, sliding as much as 6.5%.

Beat on earnings. Beat on revenue. Raised guidance. Down anyway.

Welcome to software stocks in 2026.

Q2 was genuinely strong:

GAAP operating income came in at $2.24B, non-GAAP at $2.95B. GAAP net income was $1.71B, non-GAAP $2.40B.

Record revenue. Their words, but also just maths.

The Guidance Got Better Too

For Q3, Adobe expects:

And they raised the full year:

CEO Shantanu Narayen credited "strong AI-driven demand" for the record quarter.

Because the market has decided AI will eat Adobe's lunch. And no quarterly print seems able to change its mind.

Think of it like a restaurant posting record sales while everyone outside argues it's about to go bust. The food keeps selling. The narrative doesn't care.

The results are clean but noted the market is looking elsewhere. Adobe's financials are compounding ahead of the narrative, and for investors comfortable with the industry, it's a strong buy.

CFO Dan Durn is leaving. Steve Day, previously SVP of Corporate Finance, steps in on an interim basis.

A CFO exit on earnings day? The market noticed that too.

1. Buy the Narrative Gap
Adobe just beat everything and raised guidance. The stock fell anyway because the market fears AI disruption more than it trusts the numbers.

When fundamentals compound faster than the story, patient money wins.

📌 Action: Scale into $ADBE ( ▼ 6.25% ) on the post-earnings dip with a 12+ month horizon. Average in over 2-3 weeks rather than one lump.

2. Ride the "Hated Software" Basket
It's not just Adobe. Quality software names are getting punished on AI fear regardless of results. That's a sector-wide discount on businesses still growing double digits.

The market is selling the rumour. You can buy the earnings.

📌 Action: Add a software ETF like $IGV ( ▼ 0.72% ) or $XSW ( ▲ 0.86% ) for diversified exposure. You get the rerate if sentiment flips, without single-stock risk.

3. Let AI Winners Prove It First
Adobe says AI demand drove record revenue. The market says prove it. Fine. Make a watchlist of software names reporting actual AI-driven revenue, not just AI press releases.

📌 Action: Track quarterly ARR and AI product revenue for $ADBE ( ▼ 6.25% ) and peers. Set alerts for the Q3 print (guidance midpoint: $6.70B). Add on confirmation, not hype.