Sunday closes with tighter Hormuz flows, a tanker strike and fresh AI commitments

U.S. markets were closed, so QQQ and SPY did not trade and neither led. U.S. plans for broader economic isolation of Iran coincided with Kpler data showing Hormuz oil flow at 6.7 million barrels a day and a UKMTO report that a tanker was hit west of Yanbu. Canada prepared support for tariff-hit businesses, while SoftBank planned a ¥1 trillion bond sale and Micron said AI-memory demand continued to outpace supply.