Oil-security headlines and AI deals leave QQQ slightly higher while SPY is nearly flat

QQQ opened unchanged and SPY opened 0.09% below its previous close. Both climbed to midday highs of 0.90% and 0.75%, then retreated. A modest after-hours recovery left QQQ up 0.12% and SPY down 0.05%, with QQQ ahead by 0.17 percentage points. Energy-security updates included possible conditional U.S.-Iran talks, G7 planning for oil-stockpile releases and a U.S. warning over possible Hormuz mines. AI and semiconductor news included Nvidia's investment and Vera Rubin deployment agreement with Thinking Machines, Apple's expanded India production, and new memory-sector partnerships.