WS #15559

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President Trump has explicitly ruled out military strikes on Iran before the midterm elections, citing 'productive discussions' with Tehran, which has helped stabilize oil markets and reduce geopolitical risk premiums. Concurrently, the administration has suspended Microsoft from the green card visa program for foreign workers, highlighting growing regulatory and immigration friction for major tech firms. This combination signals a shift from aggressive foreign policy escalation to domestic regulatory enforcement, providing a partial offset to the tech sector's AI-related woes.

Geopolitical De-escalation and Visa Policy

President Trump has explicitly ruled out military strikes on Iran before the midterm elections, citing 'productive discussions' with Tehran, which has helped stabilize oil markets and reduce geopolitical risk premiums. Concurrently, the administration has suspended Microsoft from the green card visa program for foreign workers, highlighting growing regulatory and immigration friction for major tech firms. This combination signals a shift from aggressive foreign policy escalation to domestic regulatory enforcement, providing a partial offset to the tech sector's AI-related woes.

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