The US delegation is reportedly heading to Pakistan to push for negotiations, while the rise in US stocks still needs positive validation.

President Trump stated that a US delegation led by Vice President Pence is en route to Pakistan to prepare for new negotiations with Iran, and is expected to arrive within a few hours. In an interview with the media, Trump said that the delegation also includes Special Envoy Whitkoff and his son-in-law Kushner. He said, "We should have talks, and I don't think all sides will delay now." Previously, Trump had been optimistic about a rapid de-escalation of the conflict, but the situation fluctuated again over the weekend. Iran attacked ships passing through the Strait of Hormuz and strengthened controls on the key waterway. At the same time, the US detained an Iranian ship, showing that energy transportation is still significantly affected by the conflict. However, Iran remains cautious about negotiations. A spokesperson for the Iranian Foreign Ministry said that there are currently no plans to send a delegation to Pakistan for the second round of talks. However, he also revealed that Tehran is evaluating a proposal from senior Pakistani military officials that was passed on by the US, the specific details of which have not been disclosed. Investinglive analysts pointed out that the market's focus has shifted to the ceasefire negotiations taking place in Pakistan. Trump made two important statements on Monday, one being Pence's imminent return to Pakistan for talks, and the other being his belief that they are in communication with the right people. The market believes that Trump values power, self-preservation, and pushing the stock market higher. If the ceasefire agreement is broken and a war that completely disrupts infrastructure erupts, oil prices will surpass $150 per barrel and will not fall again. The market continues to believe that all setbacks in negotiations are temporary, and a ceasefire is imminent. The key is for Iran and the US to reach agreement on the terms. Of course, both sides may want peace, but the details are crucial, especially from Iran's perspective. They do not want to agree to a deal only to find themselves in war or facing sanctions shortly afterwards. Today is a crucial day for the "war trade," and we hope to receive some clear information. There are some reasonable reasons for optimism, but the Nasdaq's 14-day consecutive rise is unlikely to continue without clear information. At the time of writing, US stocks are slightly down, with the Nasdaq falling by 0.4%, the S&P 500 index falling by 0.18%, and the Dow falling by 0.01%.