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IRAN ISSUES MESSAGE TO COMMERCIAL VESSELS IN STRAIT OF HORMUZ SAYING IRAN'S PORTS FULLY PREPARED TO PROVIDE GENERAL MARITIME SERVICES AND SUPPORT TO THE VESSELS -IRNA

Meta $META-backed Scale AI wins $500M Pentagon contract for AI-driven data analysis and decision-making, per Bloomberg. Five-fold increase from the $100M deal Scale AI received in September 2025.

Sarepta Therapeutics $SRPT Q1 earnings: - Revenue: $730.8M vs $474.2M est, massive beat - Adjusted EPS: $3.16 vs $0.99 est, beat - Net product revenues: $330.5M Reiterates FY 2026 guidance: total net product revenues $1.2-$1.4B.

Paycom $PAYC Q1 earnings: - Revenue: $571.9M vs $564.5M est, beat - Adjusted EPS: $3.15 vs $2.99 est, beat - Adjusted EBITDA: $275M vs $267M est, beat - Operating income: $210.2M FY outlook: recurring revenue growth 7-8%, adjusted EBITDA $950-$970M.

GoodRx $GDRX Q1 earnings: - Revenue: $194M vs $185M est, beat - Adjusted EBITDA: $58.3M vs $56.4M est, beat - Adjusted EBITDA margin: 30% - Net income: $1.2M FY 2026 guidance: revenue $765-$785M, adjusted EBITDA $235M+.

Amplitude $AMPL Q1 earnings: - Revenue: $93.5M vs $93.0M est, in line - Adjusted EPS: -$0.02 vs -$0.01 est Q2 guidance: revenue $96.9-$99.1M. FY outlook: revenue $397-$403M, adjusted EPS $0.03-$0.06.

Redwire $RDW Q1 earnings: - Revenue: $97.0M vs $104.6M est, miss - Net loss: -$76.5M - EBIT: -$69.7M

Chegg $CHGG Q1 earnings: - Revenue: $63.3M - Adjusted EPS: $0.03 - Adjusted EBITDA: $15.5M Q2 guidance: revenue $49-$50M.

Allient $ALNT Q1 earnings: - Revenue: $138.9M vs $138.4M est, in line - EPS: $0.32 - Gross profit: $45.4M - Operating income: $9.3M

DoorDash $DASH Q1 earnings: - Revenue: $4.04B vs $4.14B est, miss - EPS: $0.42 vs $0.36 est, beat - Adjusted EBITDA: $754M vs $743M est, beat - Total orders: 933M - Marketplace GOV: $31.6B Q2 guidance: Marketplace GOV $32.4-$33.4B, adjusted EBITDA $770-$870M. Deliveroo expected

META-BACKED SCALE AI WINS $500 MILLION DEFENSE DEPARTMENT DEAL

Albemarle $ALB Q1 earnings: - Revenue: $1.43B vs $1.32B est, beat - Adjusted EPS: $2.95 vs $1.09 est, massive beat - Adjusted EBITDA: $663.8M vs $443.7M est, beat Improves FY Specialties outlook. Maintaining enterprise outlook as improvements expected to offset higher Middle

DoubleVerify $DV Q1 earnings: - Revenue: $180.8M vs $181.4M est, in line - Adjusted EBITDA: $55.2M vs $50.0M est, beat - EPS: $0.04 Q2 guidance: revenue $199-$205M. FY outlook: revenue $810-$826M, +8-10%.

Zillow $Z Q1 earnings: - Revenue: $708M - Adjusted EBITDA: $182M - Net income: $46M

Blue Owl Technology Finance $OTF Q1 earnings: - Adjusted NII per share: $0.29 - New investment commitments: $1.7B - Sales and repayments: $1.1B - Share repurchases: ~$50.2M - Cash: $488M, total debt: $7.0B "Solid credit performance across portfolio of durable, mission-critical

Coherent Corp $COHR Q3 earnings: - Revenue: $1.81B vs $1.78B est, beat - Adjusted EPS: $1.41 vs $1.40 est, in line - Adjusted operating margin: 20.3% Q4 guidance: revenue $1.91-$2.05B, adjusted EPS $1.52-$1.72.

Whirlpool $WHR Q1 earnings: - Revenue: $3.27B vs $3.45B est, miss - EPS: -$1.43 Suspends common dividend to prioritize debt paydown. FY outlook: sales $15B, adjusted EPS $3.00-$3.50.

Snap $SNAP Q1 earnings: - Revenue: $1.53B, in line - EPS: -$0.05 vs $0.09 est, miss - DAUs: 483M Q2 guidance: revenue $1.52-$1.55B vs $1.54B est. Adjusted EBITDA $175-$200M vs $226M est, below. ~$20-$25M revenue impact from Middle East geopolitical headwinds in March.

Fastly $FSLY Q1 earnings: - Revenue: $173.0M vs $170.3M est, beat - Adjusted EPS: $0.15 vs $0.08 est, beat - Gross margin: 62.5%

IonQ $IONQ Q1 earnings: - Revenue: $64.7M vs $49.7M est, beat - Net income: $804.6M vs -$142.6M est - Operating loss: -$271.5M

Axon Enterprise $AXON Q1 earnings: - Revenue: $807M vs $779M est, beat - EPS: $2.05 - Net income: $169M - Adjusted EBITDA: $202M FY outlook: revenue growth 30-32%, capex $160-$190M.

Symbotic $SYM Q2 earnings: - Revenue: $676.5M vs $663.6M est, beat - Operating income: $6.1M - Net income: $9.4M - Gross profit: $150.0M

Kratos Defense $KTOS Q1 earnings: - Revenue: $371M vs $340M est, beat - Adjusted EPS: $0.16 vs $0.13 est, beat - Adjusted EBITDA: $38.7M vs $28.7M est, beat Q2 guidance: revenue $400-$410M vs $409M est, in line. Adjusted EBITDA $30-$35M vs $39M est, below.

MUSK: XAI WILL BE DISSOLVED AS A SEPARATE COMPANY, SO IT WILL JUST BE SPACEXAI

CME GROUP INC - CRYPTOCURRENCY FUTURES AND OPTIONS AVAILABLE 24/7 BEGINNING MAY 29

TRUMP: NEVER A DEADLINE FOR IRAN, THE DEAL WILL HAPPEN BUT NOT SET A DEADLINE

TRUMP: IRAN WON'T HAVE A NUCLEAR WEAPON, THEY'VE AGREED

TRUMP: WE WANT TO KEEP ALL OF IRANIANS ALIVE

TRUMP: VERY GOOD TALKS ON IRAN IN LAST 24 HOURS

U.S. CRUDE OIL FUTURES SETTLE AT $95.08/BBL, DOWN $7.19, 7.03 PCT

US GRID UNDER PRESSURE: AI DEMAND FORCES REDESIGN The US power grid overseen by PJM Interconnection (serving 67M people across 13 states) is no longer fit for purpose amid surging electricity demand from data centers, according to CEO David Mills. In a letter to stakeholders,

EUROPEAN COMMISSION IS CONSIDERING SUSPENDING METHANE EMISSIONS PENALTIES DURING ENERGY SUPPLY CRISES- FT

*TRUMP, ASKED ABOUT TIMEFRAME ON IRAN, SAYS ONE WEEK: FOX NEWS

*TRUMP OPTIMISTIC ABOUT FRAMEWORK WITH IRAN: FOX NEWS

ISRAELI MEDIA SAYS MILITARY ASSESSES HEZBOLLAH'S RADWAN FORCE COMMANDER WAS KILLED; NO CONFIRMATION FROM GROUP

TRUMP: WE ARE GOING TO GET ENRICHED URANIUM FROM IRAN

*TRUMP: US IS LEADING IN SPACE BY SO MUCH

ELON MUSK SAYS SPACEX WILL PROVIDE COMPUTE TO AI COMPANIES TAKING STEPS TO ENSURE AI IS 'GOOD FOR HUMANITY' - X POST MUSK SAYS SPACEX RESERVES RIGHT TO RECLAIM COMPUTE IF OTHER FIRMS' AI HARMS HUMANITY

ISRAEL SAYS ITS MILITARY HAS CARRIED OUT A STRIKE IN BEIRUT TARGETING COMMANDER OF HEZBOLLAH'S RADWAN FORCE

STRIKE ON BEIRUT'S SOUTHERN SUBURBS FOR THE FIRST TIME IN WEEKS - SECURITY SOURCES

U.S. MILITARY: DISABLING IRANIAN-FLAGGED UNLADEN OIL TANKER ATTEMPTING TO SAIL TOWARD AN IRANIAN PORT ON WEDNESDAY

U.S. MILITARY: U.S. FORCES DISABLE VESSEL IN GULF OF OMAN 'ATTEMPTING TO VIOLATE BLOCKADE'

ServiceNow $NOW hits $1B in AWS marketplace transactions as enterprises adopt AI at scale.

NETANYAHU: WILL SPEAK TO TRUMP LATER ON WEDNESDAY NETANYAHU: TRUMP AND I AGREE MOST IMPORTANT IRAN GOAL IS TO REMOVE ALL ENRICHED URANIUM AND DISMANTLE IRAN’S ENRICHMENT CAPABILITIES

AIRLINES’ FUEL COSTS SPIKE U.S. airlines spent over $5 billion on jet fuel in March—up 56% month-on-month—as usage rose nearly 20% and prices jumped about 31%. The surge is driving higher fares and route cuts to offset rising costs.

TRUMP: IF IRAN DOES NOT AGREE TO A DEAL, THEY WILL END UP AGREEING SHORTLY THEREAFTER

CMA CGM SAIGON CONTAINER SHIP SAILING ALONG OMANI COAST AFTER EXITING STRAIT OF HORMUZ, VESSEL TRACKING SHOWS

IRAN WARNS OF TOUGH TIMES AHEAD Parliament Speaker Mohammad Ghalibaf cautioned Iranians to brace for economic strain and potential attacks, accusing the U.S. of seeking to force surrender through pressure. He urged frugality and public resilience as tensions rise and

ANTHROPIC UNVEILS 'DREAMING' FEATURE TO HELP AI AGENTS ‘SELF-IMPROVE’

XAI: NEW COMPUTE PARTNERSHIP WITH ANTHROPIC

FRENCH FINANCE MINISTRY: MOTOR FUELS CONSUMPTION IN FRANCE DROPPED 11% IN APRIL DUE TO DEMAND REDUCTION

IRAN'S FOREIGN MINISTRY SPOKESPERSON SAYS TEHRAN'S RESPONSE TO U.S. VIEWS ON IRAN'S 14-POINT PROPOSAL HAS NOT YET BEEN CONVEYED TO PAKISTAN - IRAN'S STATE BROADCASTER IRIB

*OPEC OUTPUT FELL TO NEW 36-YEAR LOW IN APRIL ON WAR: SURVEY

Eli Lilly $LLY commits additional $4.5B across Indiana manufacturing sites, bringing total state capital commitments to $21B+ since 2020. US-wide commitments now exceed $50B. Opens first dedicated genetic medicine manufacturing facility in Lebanon, Indiana. Lebanon API site,

IRAN'S PARLIAMENT SPEAKER GHALIBAF: 'ENEMY' HOPES FOR ECONOMIC PRESSURE

IRAN'S PARLIAMENT SPEAKER GHALIBAF: POSSIBILITY OF MILITARY ATTACK NOT LOW

NASDAQ 100 EXTENDS GAIN TO 1.5%

IRAN'S PARLIAMENT SPEAKER GHALIBAF: IRAN DOES NOT UNDERESTIMATE RISK OF MILITARY OR TERRORIST ATTACKS

U.S. FUEL EXPORTS HIT RECORD HIGH U.S. oil product exports jumped to a record 8.2 million barrels per day, driven by surging diesel demand. With the Strait of Hormuz disrupted, global markets are increasingly relying on U.S. fuel supplies.

U.S., IRAN NEAR FRAMEWORK TO RESTART TALKS The U.S. and Iran are drafting a one-page, 14-point framework to launch a month of renewed talks, potentially starting next week in Islamabad. Key issues—uranium enrichment limits, sanctions relief, and control of the Strait of

OIL RECOVERY WILL LAG ANY IRAN DEAL Even with a U.S.–Iran breakthrough reopening the Strait of Hormuz, oil markets may take 6–8 weeks to normalize. Rystad Energy says insurance repricing, shipping access, and rebuilding confidence will delay flows, despite likely immediate moves

TRUMP ON IRAN: IF WE MAKE DEAL, WE'LL LIGHTEN UP ON SANCTIONS

TRUMP, ON IRAN: IF IT DOESN'T END, WE WILL GO BACK TO BOMBING

TRUMP: IRAN WAR MAY END SOON President Donald Trump said the Iran conflict has “a very good chance” of ending as the U.S. nears a deal that could require Iran to send enriched uranium to the U.S. and halt parts of its nuclear program. He cautioned progress isn’t certain, warned

*TRUMP TO PBS: POSSIBLE IRAN DEAL REACHED BEFORE CHINA VISIT *TRUMP TO PBS: FELT DEAL WAS NEAR BEFORE, WILL SEE WHAT HAPPENS

JAPAN TO BUY ANOTHER 20M BARRELS OF UAE OIL TO BYPASS HORMUZ BLOCKADE - NIKKEI

US SAYS SO FAR, 52 VESSELS ORDERED TO TURN AROUND IN HORMUZ

U.S. STOCKS EXTEND GAINS, S&P 500 UP 1.00 PCT

IRAN WARNS SHIPS: SEEK PERMISSION OR FACE ACTION Iran’s Revolutionary Guard navy warned vessels they must get approval to cross the Strait of Hormuz, saying unauthorized ships risk being targeted. The waterway remains restricted, with about 1,500 vessels waiting. Iran says new

$NVDA - NVIDIA SHARES RISE 4.58% TO $205.50, WITH MARKET CAP RETURNS TO $5 TRILLION

PRESIDENT’S MAY 6 SCHEDULE 🔸8:00 AM – Executive Time (closed press) 🔸9:00 AM – Pool Call Time 🔸11:00 AM – Policy Meeting, Oval Office (closed press) 🔸12:30 PM – Military Mother’s Day Event, East Room 🔸3:30 PM – Intelligence Briefing (closed press) 🔸5:30 PM – Reception for

*CNN FOUNDER TED TURNER DIES: CNN

OpenAI partners with AMD $AMD, Broadcom $AVGO, Intel $INTC, Microsoft $MSFT, and Nvidia $NVDA to release Multipath Reliable Connection (MRC).

COINBASE: 24/7 GOLD & SILVER FUTURES IN US COMING SOON

NETANYAHU SEEKS CLARITY ON IRAN TALKS Israeli Prime Minister Benjamin Netanyahu is in talks with U.S. officials to understand the latest Iran negotiations, amid concerns over possible U.S. concessions. Israel is particularly wary of sanctions relief and is pushing for limits on

ARAGHCHI SAYS IRAN APPRECIATES BEIJING'S FOUR-POINT PLAN: IRNA

FRANCE AND ITS PARTNERS ARE CAPABLE OF BEING ABLE TO MAKE THE HORMUZ STRAIT SECURE - ELYSEE

Eli Lilly $LLY looks to sell about $8B of bonds to fund deals, per Bloomberg.

ISRAEL WAS UNAWARE TRUMP WAS CLOSE TO DEAL WITH IRAN; ISRAEL WAS PREPARING FOR ESCALATION IN FIGHTING -ISRAELI SOURCE

AMD SHARES SOAR 16% AT THE OPEN, BIGGEST GAIN SINCE OCTOBER

IRAN'S TASNIM NEWS AGENCY, CITING UNNAMED SOURCE: USING THE LANGUAGE OF THREAT AGAINST IRAN IS INEFFECTIVE, COULD WORSEN THE SITUATION FOR U.S.

IRAN'S TASNIM NEWS AGENCY, CITING AN UNNAMED SOURCE: U.S. MEDIA REPORTS ON DEAL BETWEEN IRAN-U.S.ARE AIMED AT JUSTIFYING TRUMP’S RETREAT FROM HIS LATEST HOSTILE ACTION ON HORMUZ STRAIT

IRAN'S TASNIM NEWS AGENCY, CITING AN UNNAMED SOURCE: IRAN HAS NOT YET RESPONDED TO LATEST U.S. PROPOSAL, WHICH CONTAINS SOME UNACCEPTABLE PROVISIONS

ISNA: IRAN HAS REJECTED SUCH PROPOSALS IN RECENT DAYS

*ISNA: IRAN IS DISCUSSING END OF WAR, NOT NUCLEAR ISSUE *IRAN'S ISNA: PARTS OF AXIOS REPORT ARE SPECULATION

Disney $DIS earnings call highlights: CEO D'Amaro: reducing Disney+ churn is the "single most significant opportunity we have." Parks are the "physical centerpiece," Disney+ the "digital centerpiece." Domestic theme park attendance down 1% in Q2 due to international travel

SENIOR IRAN MP SAYS AXIOS TEXT MORE AN AMERICAN WISH LIST THAN REALITY, U.S. WILL NOT GAIN ANYTHING IN LOSING WAR THAT THEY HAVE NOT GAINED IN FACE-TO-FACE TALKS - POST ON X

🚨 IRANIAN FOREIGN MINISTRY SPOKESPERSON SAYS IRAN REVIEWING U.S. PROPOSAL AND WILL CONVEY ITS VIEWS TO PAKISTAN - ISNA NEWS AGENCY

FRENCH AIRCRAFT CARRIER GROUP MOVING INTO RED SEA IN PREPARATION OF POSSIBLE FUTURE MISSION AS PART OF FRANCO-BRITISH HORMUZ PLANNING -FRENCH ARMED FORCES MINISTRY

GERMANY'S MERZ ON ROW WITH TRUMP: I'LL CONTINUE TO SPEAK MY MIND IN FUTURE - ZDF TV

TRUMP: IRAN DEAL NOT THERE YET President Donald Trump said it’s “too soon” to plan peace talks with Iran despite reports of a near deal, downplaying prospects of imminent negotiations in Pakistan. He warned that if Iran accepts terms, hostilities could end and the Strait of

🚨 *TRUMP TELLS NY POST ‘TOO SOON’ TO PREP FOR IRAN PEACE SIGNING

ADP NATIONAL EMPLOYMENT REPORT SHOWS U.S. EMPLOYMENT INCREASED BY 109,000 PRIVATE SECTOR JOBS IN APRIL

$MSFT - MICROSOFT MAY ABANDON ITS TARGET FOR POWERING DATA CENTERS WITH CLEAN ENERGY

IRAN WARNS OF HARSH RESPONSE Ebrahim Rezaei dismissed U.S. demands as unrealistic, saying Washington won’t gain through conflict what it failed to secure in talks. He added Iran is ready to act and warned of a severe, regret-inducing response to any provocation.

US TREASURY WEIGHS ADDING STOCK TO TRUMP ACCOUNTS - NYT DEALBOOK

$GLW - *NVIDIA GETS WARRANT TO BUY UP TO 15M SHARES OF CORNING

MORGAN STANLEY DEBUTS CRYPTO TRADING, UNDERCUTS RIVALS ON PRICING

*TRUMP: IF IRAN DOESN’T AGREE TO DEAL, THE BOMBING STARTS *TRUMP: IF IRAN AGREES, THEN EPIC FURY WILL END, HORMUZ WILL OPEN

TRUMP ON IRAN: IF IRAN AGREES, EPIC FURY WILL BE AT AN END, AND HIGHLY EFFECTIVE BLOCKADE WILL ALLOW HORMUZ STRAIT TO BE OPEN TO ALL, INCLUDING IRAN.

TRUMP ON IRAN: IF IRAN DOESN'T AGREE, BOMBING STARTS AT MUCH HIGHER LEVEL

TRUMP: ASSUMING IRAN AGREES TO GIVE WHAT HAS BEEN AGREED TO, WHICH IS, PERHAPS, A BIG ASSUMPTION, THE ALREADY LEGENDARY EPIC FURY WILL BE AT AN END, AND THE HIGHLY EFFECTIVE BLOCKADE WILL ALLOW THE HORMUZ STRAIT TO BE OPEN TO ALL, INCLUDING IRAN. IF THEY DON’T AGREE, THE BOMBING

$NVDA $GLW - NVIDIA AND CORNING ANNOUNCE LONG-TERM PARTNERSHIP TO STRENGTHEN U.S. MANUFACTURING FOR AI INFRASTRUCTURE

HASSETT PREDICTS 4% GDP GROWTH FOR THE YEAR

IRAN MOVES TO REGULATE HORMUZ TRANSIT Iran has launched a new website and authority to oversee traffic through the Strait of Hormuz, signaling plans to charge ships for safe passage. The site is currently empty, but vessels are expected to receive rules and instructions via

$MSTR: BENCHMARK CUTS TARGET PRICE TO $570 FROM $705

U.S. GAS SURGES TOWARD RECORDS U.S. gas prices hit $4.54 per gallon—the highest since July 2022—after rising 30 cents in a week and over 50% since the Iran conflict began. Prices are nearing the $5.02 record. Oil fell on signs of diplomatic progress with Iran, but recent price

DIPLOMATIC MOMENTUM BUILDS Pakistan’s Prime Minister Shehbaz Sharif welcomed President Trump’s pause of U.S. ship-guidance operations in the Strait of Hormuz, calling it a boost for diplomacy. He said Pakistan—alongside Saudi Arabia—had urged the move and hopes it leads to a

CEE FISCAL PRESSURES MOUNT S&P Global warns that energy shocks and support measures are straining Central and Eastern European finances. Romania faces further budget tightening, with political instability risking 2027 budget talks. Negative outlooks for Hungary and Romania, and

HASSETT: CREDIT CARD SPENDING IS 'THROUGH THE ROOF

U.S. S&P 500 E-MINI FUTURES UP 1%, NASDAQ 100 FUTURES UP 1.71%, DOW FUTURES UP 1.22%

HASSETT ON IRAN: MOOD WAS HIGH IN THE SITUATION ROOM YESTERDAY

SAFE PASSAGE RESTORED IN HORMUZ Iran’s Revolutionary Guards Navy says transit through the Strait of Hormuz is now secure, citing an end to U.S. threats and the introduction of new procedures. In its first response to the U.S. halting assistance for stranded ships, the Guards did

IRGC NAVY SAYS SAFE PASSAGE VIA HORMUZ WILL BE ENSURED:PRESS TV

IRAN: ‘THREATS NEUTRALIZED,' NEW HORMUZ PROTOCOL IN PLACE

PAKISTAN FOREIGN MINISTER: WE ARE TRYING THAT U.S.-IRAN CEASEFIRE LEADS TO PERMANENT END OF WAR

IRAN EVALUATING NEW PROPOSAL FROM US TO END THEIR 10-WEEK WAR

Klaviyo $KVYO Q1 earnings: - Revenue: $358M vs $348M est, beat - Net income: $9.0M - Adjusted operating profit: $58.6M - Gross profit: $268.9M FY outlook: revenue $1.51-$1.52B.

Occidental Petroleum $OXY Q1 earnings: - Revenue: $5.11B - EPS: $3.13 - Adjusted EPS: $1.06 vs $0.58 est, beat - Total production: 1,426 MBoed - Capex: $1.6B FY outlook: total production 1,410-1,460 MBoed, Permian production 793-819 MBoed, net capex $5.5-$5.9B. Aiming for

AMC Entertainment $AMC Q1 earnings: - Revenue: $1.05B vs $968.5M est, beat (+21.2% YoY) - Adjusted EBITDA: $38.3M vs -$57.7M YoY (best Q1 since 2019 pre-pandemic) - Adjusted EPS: -$0.36, in line - Net loss: -$117.1M vs -$202.1M YoY - Attendance: 47.6M, +13.6% YoY - Avg ticket

AMD $AMD Q1 earnings: - Revenue: $10.25B vs $9.89B est, beat - Adjusted EPS: $1.37 vs $1.29 est, beat - Gross margin: 53% Q2 guidance well above: revenue $11.2B vs $10.52B est, adjusted gross margin 56%. Customer engagement around MI450 series and Helios "is strengthening."

Apple $AAPL reaches $250M settlement over delayed AI Siri, per FT.

Electronic Arts $EA Q4 earnings: - Revenue: $2.12B vs $2.0B est, beat - EPS: $1.81 - Net income: $461M

Match Group $MTCH Q1 highlights: - Tinder payers: 8.6M, -5% YoY - Hinge payers: 2.0M, +15% YoY Reducing headcount growth with "AI enablement in mind." Shifting ~30 employees from Azar to Tinder in Seoul. Expects continued pressure on Azar revenue. Hinge's "Friend's Take"

Angi $ANGI Q1 earnings: - Revenue: $238.2M vs $240.6M est, miss - EPS: -$0.22 - Adjusted EBITDA: $22.9M vs $14.5M est, beat

DaVita $DVA Q1 earnings: - Revenue: $3.42B vs $3.36B est, beat - Adjusted EPS: $2.87 vs $2.32 est, beat FY outlook: adjusted EPS $14.10-$15.20.

Strategy $MSTR Q1 earnings: - Revenue: $124.3M vs $4.94M est - EPS: -$38.25 vs -$0.17 est Operating loss includes $14.46B unrealized loss on digital assets.

Lumen Technologies $LUMN Q1 earnings: - Revenue: $2.90B vs $2.83B est, beat - Adjusted EPS: -$0.47 vs -$0.14 est, miss

Skyworks $SWKS Q2 earnings: - Revenue: $944M vs $899M est, beat - Adjusted EPS: $1.15 vs $1.03 est, beat - Adjusted operating income: $189M vs $169M est Q3 guidance: revenue $900-$950M vs $861M est, adjusted EPS $1.03 vs $0.93 est.

Qorvo $QRVO Q4 earnings: - Revenue: $808.3M vs $800.6M est, beat - Adjusted EPS: $1.69 vs $1.21 est, beat - Adjusted gross margin: 52.6%

IRAN'S JOINT MILITARY COMMAND WARNS OF A "CRUSHING RESPONSE" IF ANY ACTION IS TAKEN BY UAE AGAINST IRAN'S ISLANDS, PORTS AND COASTLINES -IRANIAN MEDIA

IRAN'S JOINT MILITARY COMMAND SAYS IT HAS NOT CARRIED OUT ANY ATTACK AGAINST THE UAE IN RECENT DAYS

IRAN AGAIN SEES A MILITARY BUILDUP AND THREATS BY THE U.S. DESPITE THE PATH OF DIALOGUE BEING UNDERWAY - IRAN'S PEZESHKIAN CITED BY IRANIAN MEDIA AS SAYING

U.S. PURSUES A POLICY OF MAXIMUM PRESSURE AND WANTS IRAN TO COME TO THE NEGOTIATING TABLE AND SURRENDER TO ITS UNILATERAL DEMANDS, THIS IS IMPOSSIBLE- IRAN'S PEZESHKIAN CITED BY IRANIAN MEDIA

IRAN SETS UP NEW BODY TO MANAGE VESSEL TRANSIT THROUGH STRAIT OF HORMUZ - IRAN'S PRESS TV

Apple $AAPL plans to let users choose rival AI models across iOS 27, due this fall.

TRUMP: INCREASE IN FUEL PRICES IS SMALL PRICE TO PAY

Trump: Iran should do the smart thing, we don't want to go in and kill people. I don't want to do that

Trump: I hope Iran's financial system fails

TRUMP: DON'T LIKE THAT IRAN TALKS TO ME AND THEN DENIES IT

TRUMP: IRAN WANTS TO MAKE A DEAL

Trump: Dont want to say whether we will arm the Iranian civilians

TRUMP: IRAN RESPECTS US MORE THAN EVER

Trump: Iran respects us, they didn't used to

TRUMP, ASKED WHAT WOULD VIOLATE CEASEFIRE: YOU'LL FIND OUT TRUMP ASKED ABOUT WHAT IRAN NEEDS TO DO TO VIOLATE CEASEFIRE

TRUMP: NOT ONE SHIP HAS PASSED THROUGH HORMUZ BLOCKADE

Trump: Iran has no chance, they never did. they know it and express it to me over the phone

TRUMP: DOING VERY WELL IN IRAN

Trump: Iran don't like playing games with us, you will see that

*US MARCH NEW HOME SALES AT 0.682M; EST. 0.650M *US MARCH NEW HOME SALES RISE 7.4% M/M; PREV. -17.6%

*US APRIL ISM SERVICES PMI AT 53.6 VS 54.0; EST. 53.7

*US MARCH JOB OPENINGS 6.866M; EST. 6.835M

INTEL SHARES EXTEND GAIN TO AS MUCH AS 12%

UKRAINE TO EXTEND ITS TRUCE IF RUSSIA RECIPROCATES: BUDANOV

FOLLOWING 2 SEASONS OF HITTING URANIUM IN 100% OF TARGETS, ATHA ENERGY LAUNCHES LARGEST-EVER CAMPAIGN AT ANGILAK

HEGSETH: IRAN DOES NOT CONTROL STRAIT

HEGSETH: WE'RE NOT LOOKING FOR A FIGHT

Hegseth: Soon we will hand responsibility of strait to the world

GOOGLE, MICROSOFT, XAI ENTER AGREEMENTS WITH FEDERAL AI CENTER

MACRON: 'EVERYTHING ON THE TABLE' IN RESPONSE TO TARIFF THREATS

COINBASE CEO ARMSTRONG SAYS TO CUT WORKFORCE BY ABOUT 14%

IRAN FOREIGN MINISTER ARAQCHI: EVENTS IN HORMUZ MAKE CLEAR THAT 'THERE'S NO MILITARY SOLUTION TO A POLITICAL CRISIS'

Lattice Semiconductor $LSCC to acquire AMI for $1.65B ($1.0B cash + ~$650M in stock). Deal expected to be immediately accretive to non-GAAP gross margin, FCF, and EPS. Supports trajectory toward $1B+ annual revenue run rate by Q4 2026.

*MUSK TO PAY $1.5 MILLION IN SEC TWITTER CASE SETTLEMENT DEAL

TRUMP: HUNDREDS OF MILLIONS OF BARRELS OF OIL ARE COMING OUT OF VENEZUELA

U.S. SECRET SERVICE: ONE INDIVIDUAL WAS SHOT BY LAW ENFORCEMENT; THEIR CONDITION IS CURRENTLY UNKNOWN

U.S. SECRET SERVICE: U.S. SECRET SERVICE PERSONNEL ARE ON THE SCENE OF AN OFFICER-INVOLVED SHOOTING AT 15TH STREET AND INDEPENDENCE AVENUE IN WASHINGTON, D.C

MAERSK SAYS STRAIT OF HORMUZ TRANSIT WAS COMPLETED WITHOUT INCIDENT, ALL CREW ARE SAFE AND UNHARMED

BioMarin $BMRN Q1 earnings: • Revenue: $766M vs $756M est, beat • Adjusted EPS: $0.76 vs $0.75 est, in line FY outlook: revenue $3.825-$3.925B, adjusted EPS $4.85-$5.05.

Pinterest $PINS Q1 earnings: • Revenue: $1.01B vs $966M est, beat • Adjusted EPS: $0.27 vs $0.23 est, beat • Global MAUs: 631M, +11% Q2 guidance: revenue $1.13-$1.15B vs $1.11B est, adjusted EBITDA $256-$276M vs $261M est.

IRAN HAD NO PREMEDITATED PLAN TO ATTACK OIL FACILITIES IN UAE'S FUJAIRAH - IRANIAN STATE TELEVISION, CITING MILITARY OFFICIAL

Trump: ‘I made the U.S.A. 45 Billion Dollars in 8 months!’

TRUMP: INTEREST RATES TOO HIGH

SENIOR IRANIAN SECURITY SOURCE SAYS IRAN'S MESSAGE IS CLEAR: AMERICANS WILL BE TARGETED IF THEY MOVE FORWARD IN THE STRAIT OF HORMUZ - MIZAN NEWS AGENCY

IRAN MILITARY SOURCE SAYS IF UAE TAKES 'UNWISE' ACTION AGAINST IRAN, ALL ITS INTERESTS WILL BECOME IRAN'S TARGETS - TASNIM NEWS AGENCY

CHEVRON CEO SAYS OIL STORAGE 'BUFFERS' BEING DRAWN DOWN

UAE MINISTRY OF EDUCATION SAYS IT WILL IMPLEMENT DISTANCE LEARNING FOR STUDENTS FROM MAY 5 UNTIL MAY 8

UAE: AIR DEFENSE SYSTEMS RESPONDING TO 6TH MISSILE THREAT

RUSSIAN DEFENCE MINISTRY: IF UKRAINE ATTEMPTS TO DISRUPT VICTORY DAY CELEBRATIONS, THERE WILL BE A MASSIVE RETALIATORY MISSILE STRIKE ON THE CENTRE OF KYIV - IFX

TRUMP CLAIMS IRAN TARGETING SHIPS, PROMOTES “PROJECT FREEDOM” OPERATION President Trump says Iran has attacked multiple vessels linked to ship movements, including a South Korean cargo ship, and called for South Korea to join the U.S.-led “Project Freedom” mission. He also

TRUMP: NO DAMAGE GOING THROUGH STRAIT

TRUMP: HEGSETH AND CHAIRMAN OF JOINT CHIEFS OF STAFF, DAN CAINE, WILL HAVE A NEWS CONFERENCE TOMORROW MORNING

TRUMP: WE'VE SHOT DOWN SEVEN SMALL BOATS OR, AS THEY LIKE TO CALL THEM, "FAST" BOATS

🚨 TRUMP: WE'VE SHOT DOWN SEVEN SMALL BOATS

Sanofi $SNY invests $294M to expand its AI Center of Excellence in Toronto, creating 50 new AI jobs. Plans over $2B in new infrastructure investments by 2028 at the Toronto campus.

*TRUMP TELLS FOX NEWS: IRAN NOW MORE MALLEABLE IN TALKS

IRAN–US CEASEFIRE IN DOUBT AFTER NEW CLASHES The fragile ceasefire between the U.S. and Iran is under pressure after both sides exchanged fire in the past 24 hours. A top U.S. commander declined to say whether the truce still holds, stressing U.S. forces are acting defensively

Elon Musk threatened to make OpenAI’s Sam Altman and Greg Brockman ‘the most hated men in America’ - FT

TRUMP SAYS IRAN WILL BE 'BLOWN OFF' IF ATTACKS US SHIPS

IRAN MILITARY OFFICIAL DENIES US NAVY REPORT THAT IRANIAN SMALL BOATS SUNK - IRANIAN STATE TV

UAE SAYS IRANIAN ATTACKS MARK SERIOUS ESCALATION AND POSE DIRECT THREAT TO THE COUNTRY'S SECURITY - FOREIGN MINISTRY STATEMENT

BAHRAIN DECLARED A STATE OF ALERT FEARING A POSSIBLE ATTACK - TASNIM NEWS

UAE SAYS IT RESERVES ITS 'FULL AND LEGITIMATE RIGHT' TO RESPOND TO IRANIAN ATTACKS - FOREIGN MINISTRY STATEMENT

FOCUS IS ON GETTING SHIPS OUT OF STRAIT, OVER TIME WILL LOOK TO GET SHIPS INTO STRAIT OF HORMUZ, US ADMIRAL SAYS

ISRAELI ARMY HAS BEEN PLACED ON HIGH ALERT

IRAN HAS TARGETED COMMERCIAL AND U.S. MILITARY SHIPS WITH CRUISE MISSILES, US ADMIRAL SAYS

U.S. MILITARY BLOCKADE ON IRAN IS EXCEEDING EXPECTATIONS, U.S. ADMIRAL SAYS

IRANIAN FORCES ARE STRONGLY ADVISED TO REMAIN WELL CLEAR OF U.S. MILITARY ASSETS, U.S. ADMIRAL SAYS

🚨 U.S. ELIMINATED SIX IRANIAN SMALL BOATS ATTEMPTING TO INTERFERE WITH COMMERCIAL SHIPPING, U.S. ADMIRAL SAYS

IRAN HAS ATTEMPTED BUT FAILED TO INTERFERE BY FIRING AT COMMERCIAL SHIPPING, U.S ADMIRAL SAYS

TRADERS ADD TO BETS ON FED INTEREST-RATE HIKE BY MARCH 2027

U.S. STOCKS EXTEND FALL, DOW JONES DOWN 1.00%

FIRE BREAKS OUT IN SHOPPING CENTRE IN MASHHAD, NORTHEAST IRAN, FOUR FIRE STATIONS RESPONDING - MEHR NEWS AGENCY

S&P 500 DOWN 0.39%, NASDAQ DOWN 0.33%, DOW DOWN 0.85%

THREE INDIAN CITIZENS MODERATELY INJURED IN IRANIAN DRONE ATTACK ON FUJAIRAH'S OIL INDUSTRY COMPLEX - FUJAIRAH'S MEDIA OFFICE

UAE SAYS ITS AIR DEFENSE SYSTEMS ARE CURRENTLY RESPONDING TO ANOTHER MISSILE THREAT

UAE SAYS AIR DEFENSES RESPONDING TO MISSILE THREAT

FORMER NEW YORK MAYOR RUDY GIULIANI IS RECOVERING FROM PNEUMONIA- SPOKESPERSON

OIL FUTURES EXTEND GAINS, US UP OVER $3 AND BRENT UP OVER $5 AFTER UAE'S FUJAIRAH SAYS FIRE ERUPTS IN PETROLEUM INDUSTRIAL SITE FOLLOWING DRONE ATTACK FROM IRAN

TREASURY 30-YEAR YIELD TOPS 5.01% FOR FIRST TIME SINCE JULY

SPOT GOLD EXTENDS FALL, LAST DOWN 2% AT $4,523.15/OZ

🚨 IRANIAN REVOLUTIONARY GUARDS SPOKESPERSON SAYS VESSELS VIOLATING REGULATIONS ANNOUNCED BY GUARDS IN STRAIT OF HORMUZ 'WILL BE STOPPED BY FORCE' - STATE MEDIA

S&P 500, NASDAQ 100 QUICKLY EXTEND DECLINE

EARTHQUAKE ALARM SOUNDS IN MEXICO CITY -REUTERS WITNESS

UKMTO SAYS THE CARGO VESSEL REPORTED A FIRE IN THE ENGINE ROOM, THE CAUSE OF THE FIRE IS UNKNOWN AT THIS TIME

UKMTO SAYS IT HAS RECEIVED A REPORT OF AN INCIDENT 36NM NORTH OF DUBAI, UNITED ARAB EMIRATES

NO NUCLEAR TALKS ON AGENDA WITH US, ARAGHCHI TELLS LAWMAKERS

$GME - GAMESTOP EXTENDS DROP TO SESSION-LOW 7.3%

OIL FUTURES EXTEND GAINS, US CRUDE UP $1 A BARREL, BRENT UP ALMOST $4 A BARREL, AFTER UAE SAID ITS AIR DEFENSE SYSTEMS ARE CURRENTLY RESPONDING TO A MISSILE THREAT

🚨 UAE SAYS ITS AIR DEFENSE SYSTEMS ARE CURRENTLY RESPONDING TO A MISSILE THREAT

$GME - BURRY BACKS GAMESTOP–EBAY BID: “MAKES PERFECT SENSE” Investor Michael Burry says GameStop’s move to acquire eBay is strategically sound, despite eBay being roughly four times larger.

🚨 IRAN REVOLUTIONARY GUARDS SAY: NO COMMERCIAL VESSEL OR TANKER HAS CROSSED STRAIT OF HORMUZ IN PAST FEW HOURS, SAY 'CLAIMS BY U.S. OFFICIALS ARE BASELESS AND COMPLETE LIES' - TASNIM NEWS

JAPAN FINMIN KATAYAMA: WILL TAKE DECISIVE ACTION AGAINST SPECULATIVE FX MOVES

JAPAN FINMIN KATAYAMA: JAPAN HAS VAST SUPPLY CHAINS IN ASIA, WHICH ARE FACING DISRUPTIONS RISKS

$5 GAS LOOMS AS STRAIT OF HORMUZ CRISIS PUSHES FUEL PRICES HIGHER US gasoline prices are surging and could hit $5 per gallon if the Strait of Hormuz remains closed, analysts warn. Key points: 🔸US gas: $4.46/gal, up from $2.98 before the conflict 🔸Diesel already at record

FIRE HAPPENED AT BULK CARRIER OWNED BY KOREAN SHIPPER HMM, IT IS NOT CLEAR WHETHER FIRE CAUSED BY ATTACK OR INTERNALLY - HMM SPOKESPERSON

S.KOREA TRYING TO VERIFY REPORTS SHIP ATTACKED IN HORMUZ: YONHAP S.KOREA SAYS NO CASUALTIES REPORTED: YONHAP

*BESSENT: CHINA HAS BEEN BUYING 90% OF IRANIAN ENERGY

BESSENT: URGE CHINA TO JOIN US IN HORMUZ OPERATION

BESSENT: TEMPORARY ABERRATION WILL BE OVER IN WEEKS OR MONTHS

BESSENT: AWARE GAS PRICES AFFECTING AMERICANS BUT EXPECTING PRICES TO COME DOWN QUICKLY WHEN CONFLICT ENDS

*BESSENT: WORLD IN 8-10 MLN BARREL A DAY OIL DEFICIT

BESSENT ON IRAN: U.S. IS OPENING UP STRAIT -FOX NEWS

UAE SENDS EMERGENCY ALERT FOR POTENTIAL MISSILE THREATS - WITNESSES

🚨*UAE ISSUES POTENTIAL MISSILE THREAT ALERT

RBC: STOCK VALUATIONS RISING, BUT NO MARKET TOP YET RBC says U.S. equity valuations are climbing but still below levels that typically signal a market peak, keeping a constructive outlook. Key points: 🔸S&P 500 forward P/E just above 25x, below last year’s ~28x peak 🔸Russell

ECB'S DE GUINDOS: MARKET VALUATIONS ARE VERY HIGH

IRAN NAVY CLAIMS WARNING FIRE ON U.S. DESTROYERS NEAR HORMUZ Iran’s navy says U.S. destroyers briefly approached the Strait of Hormuz from the Sea of Oman after allegedly switching radar systems off and on. According to the statement, Iran issued radio warnings over a potential

QATARENERGY EXTENDED FORCE MAJEURE ON ITS LIQUEFIED NATURAL GAS SUPPLY THROUGH MID-JUNE

MAERSK SAYS IT WELCOMES US PLAN TO GUIDE SHIPS THROUGH HORMUZ

USTR GREER: EXPECT TO WRAP UP TRADE PROBES INTO PRACTICES THIS SUMMER -CNBC

GREER: STILL A LOT OF TARIFF REVENUE COMING IN

US NAVY DEPLOYMENT SECURES STRAIT OF HORMUZ TRANSIT US Central Command says American guided-missile destroyers are now operating in the Arabian Gulf after passing through the Strait of Hormuz under “Project Freedom.” US forces are helping restore safe commercial shipping in the

🚨 TRUMP: TWO U.S.-FLAGGED MERCHANT VESSELS HAVE SUCCESSFULLY TRANSITED THROUGH STRAIT OF HORMUZ

CENTCOM: U.S. NAVY GUIDED-MISSILE DESTROYERS ARE CURRENTLY OPERATING IN ARABIAN GULF AFTER TRANSITING STRAIT OF HORMUZ IN SUPPORT OF PROJECT FREEDOM

$MSTR - STRATEGY SAYS NO BITCOIN PURCHASES WERE MADE LAST WEEK

“NO CEASEFIRE” AS LEBANON VIOLENCE ESCALATES Hezbollah leader Naim Qassem says there is “no ceasefire,” accusing Israel and the U.S. of ongoing aggression as clashes intensify. Israel Defense Forces report new strikes on Hezbollah targets in southern Lebanon, citing militant

$MSTR - STRATEGY PAUSES BITCOIN BUYING, RAISES $82M Strategy Inc sold 492,210 shares last week, raising $82M, but made no new Bitcoin purchases. Holdings remain unchanged at 818,334 BTC, with an average buy price of $75,537. The company still has $26.4B in capacity under its

$GME - EBAY CONFIRMS RECEIPT OF UNSOLICITED PROPOSAL FROM GAMESTOP

🇺🇸PRESIDENT’S DAILY SCHEDULE – MAY 4 🔸 8:00 AM – Executive Time (closed press) 🔸 9:00 AM – In-town pool call time 🔸 1:00 PM – Policy meeting (Oval Office, closed press) 🔸 3:00 PM – Small Business Summit (East Room, media) 🔸 4:00 PM – Signing time (Oval Office, closed press)

ALPHABET TPUS CAN'T BE USED IN SOME CLASSIFIED CONTEXTS: NYT

HORMUZ RISK PUTS GLOBAL JET FUEL SUPPLY ON EDGE Melius warns that any disruption in the Strait of Hormuz could severely hit jet fuel supply—one of the least flexible parts of the oil market. Around 3M bpd of refined products pass through the strait, but jet fuel is hardest to

U.S. OFFICIAL SAID THE RULES OF ENGAGEMENT FOR U.S. FORCES IN THE REGION HAVE BEEN CHANGED AND THEY WERE AUTHORIZED TO STRIKE IMMEDIATE THREATS AGAINST SHIPS THAT CROSS THE STRAIT, LIKE IRGC FAST BOATS OR IRANIAN MISSILE POSITIONS - AXIOS REPORTER

$GME - GAMESTOP CEO: WE HAVEN'T HEARD ANYTHING YET FROM EBAY - CNBC

SENIOR IRANIAN OFFICIAL: IRAN FIRED A WARNING SHOT AGAINST U.S. WARSHIP TO PREVENT ITS ENTRY INTO STRAIT OF HORMUZ, UNCLEAR WHETHER THERE WAS ANY DAMAGE

IRAN'S REPORTS, CITING UNNAMED SOURCE: ASIDE FROM FIRING IN THE DIRECTION OF U.S. WARSHIPS, TEHRAN HAS PREPARED OTHER SCENARIOS THAT IT WILL ACTIVATE IF NECESSARY

SENIOR U.S. OFFICIAL DENIES A U.S. SHIP WAS HIT BY IRANIAN MISSILES - AXIOS REPORTER POST ON X

BRENT, U.S. WTI CRUDE FUTURES EXTEND GAINS, RISE ABOUT 4% AFTER IRAN REPORTS ATTACK ON US WARSHIP

IRAN'S NAVY SAYS IT PREVENTED THE ENTRY OF U.S. WARSHIPS IN THE STRAIT OF HORMUZ AREA

THE RISK OF HANTAVIRUS TO THE WIDER PUBLIC REMAINS LOW, SAYS THE WORLD HEALTH ORGANIZATION REGIONAL DIRECTOR FOR EUROPE WHO: THE RISK TO THE WIDER PUBLIC REMAINS LOW. THERE IS NO NEED FOR PANIC OR TRAVEL RESTRICTIONS

S&P 500 E-MINI FUTURES DOWN 0.55%, DOW FUTURES DOWN 0.73%, NASDAQ 100 FUTURES DOWN 0.51%

BREAKING: GameStop $GME offers to buy eBay $EBAY for $56B ($125/share in cash and stock), per WSJ. GameStop has built a ~5% stake. CEO Ryan Cohen says if eBay isn't receptive, he's "prepared to run a proxy fight and take the offer directly to shareholders."

BREAKING: GameStop $GME preparing to make an offer for eBay $EBAY, per WSJ. GameStop has been quietly building a stake in eBay ahead of a potential bid, which could come as soon as later this month. Part of CEO Ryan Cohen's plan to turn GameStop into a "$100-billion plus

U.S. BLOCKADE HAS COST IRAN $4.8 BILLION -AXIOS

TRUMP ON IRAN: WE WILL NOT LEAVE EARLY AND HAVE THE PROBLEM ARISE AGAIN

SPIRIT IS CURRENTLY EXPECTED TO CEASE OPERATIONS AROUND 3 A.M. ET SATURDAY - WSJ

Meta $META acquires AI robotics firm Assured Robot Intelligence to develop humanoid technology. Terms not disclosed.

*TRUMP: US PRODUCING, SELLING MORE OIL RIGHT NOW

TRUMP: IRAN ASKING FOR THINGS THAT I CAN'T AGREE WITH

*TRUMP ON WEAPONS TO IRANIAN RIOTERS: I'M NOT HAPPY W/ DELIVERY

*TRUMP: GASOLINE IS HIGH, BUT WILL FALL WHEN WAR IS OVER

*TRUMP TOUTS US STOCK MARKET HIGHS

*TRUMP: US NOT LEAVING HORMUZ STRAIT NOW

TRUMP: WHEN THIS WAR ENDS OIL, GAS AND EVERYTHING WILL COME TUMBLING DOWN

Trump: We made about $40B on the Intel Deal $INTC

TRUMP ON IRAN: RIGHT NOW WE HAVE TALKS GOING ON, THEY’RE NOT GETTING THERE

TRUMP: HORMUZ STRAIT IS 100% SHUT DOWN

CHAIR OF EUROPEAN PARLIAMENT'S TRADE COMMITTEE BERND LANGE: PRESIDENT TRUMP’S BEHAVIOUR IS UNACCEPTABLE

*TRUMP: WE JUST HAD A CONVERSATION WITH IRAN, LET'S SEE WHAT HAPPENS

TRUMP ON SPIRIT AIRLINES: WILL HAVE AN ANNOUNCEMENT LATER FRIDAY

STRAIT OF HORMUZ WILL BE HIGH ON AGENDA IF STILL CLOSED WHEN TRUMP GOES TO CHINA THIS MONTH-CHINA'S U.N. ENVOY

TRUMP ON IRAN: NOT SATISFIED WITH LATEST PROPOSAL

IRAN'S FOREIGN MINISTER ARAQCHI: TEHRAN IS READY TO PURSUE DIPLOMACY IF U.S. CHANGES ITS EXCESSIVE DEMANDS, THREATENING RHETORIC, AND PROVOCATIVE ACTIONS

TRUMP ON TARIFFS: IF THEY PRODUCE CARS AND TRUCKS IN U.S.A. PLANTS, THERE WILL BE NO TARIFF.

TRUMP: WILL BE INCREASING TARIFFS ON EU FOR CARS TRUCKS TRUMP: INCREASING TARIFFS ON EU TO 25%

TRUMP ON TARIFFS: TARIFF WILL BE INCREASED TO 25%

TRUMP: I WILL BE INCREASING TARIFFS CHARGED TO EUROPEAN UNION FOR CARS AND TRUCKS COMING INTO UNITED STATES

ASKED ABOUT IRAN SUBMITTING PROPOSAL TO PAKISTAN, WHITE HOUSE SAYS WE DO NOT DETAIL PRIVATE DIPLOMATIC CONVERSATIONS, NEGOTIATIONS CONTINUE

US WARNS SHIPPERS THAT PAYING TOLLS FOR STRAIT OF HORMUZ PASSAGE PUTS THEM AT THE RISK OF SANCTIONS -STATEMENT

BRENT CRUDE FUTURES FALL $2/BARREL ON IRAN PEACE PROPOSAL

U.S. ISSUES NEW IRAN-RELATED SANCTIONS - U.S. TREASURY WEBSITE

IRAN DISTRUSTS U.S. AS TALKS STALL Iran remains deeply distrustful of the U.S., according to a CNN source, casting doubt on whether a new proposal can restart negotiations. Tehran says talks could resume if U.S. port blockades are lifted and the Strait of Hormuz is fully

SPIRIT AIRLINES NEARS SHUTDOWN AFTER RESCUE DEAL COLLAPSES Spirit Airlines is preparing to cease operations after a proposed $500 million rescue package failed to secure enough support from bondholders and the government. The budget carrier had been relying on the lifeline to

*SPIRIT AIRLINES PREPARES TO SHUT DOWN: WSJ

IRAN STRIKES HIT MAJORITY OF US MILITARY SITES IN MIDEAST A CNN investigation finds Iran and its allies have damaged at least 16 U.S. military installations across eight Middle Eastern countries, in some cases leaving facilities largely unusable. The targeted sites include key

VENEZUELA'S OIL EXPORTS ROSE TO 1.23 MILLION BPD IN APRIL -SHIPPING DATA VENEZUELA'S OIL EXPORTS TO US INCREASED TO SOME 445,000 BPD -SHIPPING DATA VENEZUELA'S OIL EXPORTS TO INDIA INCREASED TO SOME 374,000 BPD -SHIPPING DATA

$AAPL - APPLE EXTENDS RALLY TO MORE THAN 5%, BIGGEST GAIN SINCE AUGUST

SPOT GOLD TURNS POSITIVE, LAST UP 0.4% AT $4,638.14

FED’S LOGAN PUSHES BACK ON EASING BIAS Dallas Fed President Lorie Logan dissented at the latest FOMC meeting, warning against any guidance that implies imminent rate cuts. She said the Fed’s next move could still be a hike or a cut, citing high uncertainty in the outlook, a

*US APRIL ISM MANUFACTURING INDEX UNCHANGED AT 52.7; EST. 53.2 US ISM MFG PRICES RISE TO 84.6, HIGHEST SINCE APRIL 2022

WTI CRUDE DROPS 4% INTRADAY TO $102.71 PER BARREL. SPOT SILVER RISES OVER 3%

SPOT SILVER RISES 3% TO $76.11/OZ

EXXON CEO DARREN WOODS ESTIMATES IT WILL TAKE 1-2 MONTHS FOR NORMAL FLOWS TO RESUME AFTER STRAIT OF HORMUZ REOPENS - CONFERENCE CALL

U.S. S&P GLOBAL APRIL FINAL MANUFACTURING PMI AT 54.5

CBOE VOLATILITY INDEX FALLS TO LOWEST LEVEL IN OVER TWO MONTHS, LAST DOWN 0.17 POINTS AT 16.72

IRAN SUBMITS NEW PEACE DEAL RESPONSE Iran has sent the U.S. an updated response to a draft plan to end the war, signaling diplomacy is still active despite ongoing tensions. The latest exchange follows U.S. amendments reintroducing nuclear conditions, including limits on

OIL TANKERS REDIRECTED TO IRAN WITH CRUDE CARGO CONTINUE TO RISE: TANKERTRACKERS

S&P 500 AND DOW FUTURES EXTEND GAINS, NASDAQ FUTURES ERASE LOSSES FOLLOWING REPORT IRAN HAS SENT LATEST US PEACE PROPOSAL

*IRAN GAVE RESPONSE TO US THROUGH PAKISTAN ON THURSDAY: AXIOS *IRAN GAVE RESPONSE TO LATEST US AMENDMENTS ON AGREEMENT: AXIOS

IRAN SENT ITS LATEST PROPOSAL FOR NEGOTIATIONS WITH U.S. TO PAKISTANI MEDIATORS ON THURSDAY - IRANIAN STATE MEDIA

BRENT , WTI CRUDE FUTURES FALL AFTER REPORT THAT IRAN HAS SENT LATEST U.S. PEACE PROPOSAL

IRAN HAS SENT ITS LATEST PROPOSAL TO U.S. TO PAKISTANI MEDIATORS - IRAN NUANCES

IRANIANS BRACE FOR WAR’S RETURN: CNN Many Iranians say the ceasefire feels fragile and temporary, with growing fears that fighting will soon resume. Residents in Tehran describe a sense of anxiety and resignation, expecting more destruction. Some say daily life feels abnormal

*KASHKARI: UNANCHORED INFL.EXPECTATIONS WOULD REQUIRE RATE HIKES

KASHKARI WARNS: OIL SHOCK COULD FORCE RATE HIKES Minneapolis Fed President Neel Kashkari dissented at the latest FOMC meeting, arguing the Fed should flag potential rate hikes due to risks tied to the Strait of Hormuz. He warned a prolonged disruption could trigger a major

KASHKARI: FED SHOULD SIGNAL NEXT MOVE MAY BE A HIKE OR CUT

IRAN REJECTS U.S. ‘SELF-DEFENSE’ CLAIM Iran has sharply dismissed U.S. justification for its involvement in the conflict, calling it “absolutely NOT self-defense” and instead “an act of aggression.” A U.S. State Department statement argued the action supports Israel and

PENTAGON TECH CHIEF SAYS ANTHROPIC IS STILL BLACKLISTED, BUT MYTHOS IS A SEPARATE ISSUE - CNBC

🇺🇸PRESIDENTIAL SCHEDULE — MAY 1, 2026 Morning (Washington, D.C.) 8:00 AM — Executive Time (Closed Press) 9:00 AM — Pool Call Time 10:00 AM — Intelligence Briefing (Open Press) Travel & Events (Florida) Depart White House → The Villages, FL 3:00 PM — Event with Seniors (The

Apple $AAPL Q3 guidance: - Revenue growth: +14-17% YoY (assumes current tariff rates hold and macro doesn't worsen) - Gross margin: 47.5-48.5% - Operating expenses: $18.8-$19.1B - Tax rate: ~17% Services revenue expected to grow at a similar rate to March quarter after

IRAN'S FOREIGN MINISTRY SPOKESPERSON SAYS IT IS NOT REALISTIC TO EXPECT QUICK RESULTS FROM TALKS WITH U.S. - IRAN'S IRNA

Tesla $TSLA CEO Elon Musk's total 2025 compensation was $158.4M, all in stock awards, per SEC filing.

Apple $AAPL Q2 earnings: - Revenue: $111.18B vs $109.66B est, beat - EPS: $2.01 vs $1.95 est, beat - Gross margin: 49.27% vs 48.38% est - iPhone: $56.99B vs $57.21B est, slight miss - Services: $30.98B vs $30.39B est, beat - Mac: $8.40B vs $8.02B est, beat (MacBook Neo driving

$AAPL - APPLE CEO TIM COOK SAYS IPHONE FACED SUPPLY CONSTRAINTS OF ADVANCED NODE CHIPS: REUTERS INTERVIEW

TRUMP SAYS ABC IS PUTTING THEMSELVES IN GREAT JEOPARDY BY KEEPING KIMMEL ON AIR -NEWSMAX INTERVIEW

Boston Beer $SAM Q1 earnings: - Revenue: $433.9M vs $436M est, miss - Adjusted EPS: $1.64 vs $1.97 est, miss - GAAP EPS: -$13.88 - Gross margin: 49.3% FY outlook: adjusted EPS $8.50-$10.50.

Dolby Laboratories $DLB Q2 earnings: - Revenue: $396M vs $386M est, beat - Adjusted net income: $131M - Dividend: $0.36 Q3 guidance: revenue $295-$325M vs $344M est, well below. FY outlook: revenue $1.40-$1.45B vs $1.42B est.

Illumina $ILMN Q1 earnings: - Revenue: $1.09B vs $1.07B est, beat - Adjusted EPS: $1.15 vs $1.05 est, beat - Adjusted gross margin: 68.2% - Adjusted EBIT margin: 21.9% FY outlook: total revenue $4.52-$4.62B.

Stryker $SYK Q1 earnings: - Revenue: $6.0B vs $6.34B est, miss - Adjusted EPS: $2.60 vs $2.98 est, miss Maintains FY 2026 guidance: organic net sales growth 8.0-9.5%, adjusted EPS $14.90-$15.10.

Atlassian $TEAM Q3 earnings: - Revenue: $1.79B vs $1.69B est, beat - Net loss: -$98.4M Q4 guidance: revenue $1.653-$1.661B vs $1.659B est, gross margin 85.5%. FY outlook: revenue growth ~24% YoY, gross margin 84.5%.

Clorox $CLX Q3 earnings: - Revenue: $1.67B vs $1.67B est, in line - Adjusted EPS: $1.64 vs $1.55 est, beat - Gross margin: 43.2% FY outlook: revenue growth -6%, adjusted EPS $5.45-$5.65. Gross margin expected to be down 250-300bps.

Palo Alto Networks $PANW to acquire Portkey to secure the rise of AI agents. Deal expected to close in Q4 fiscal 2026.

Western Digital $WDC Q3 earnings: - Revenue: $3.34B vs $3.25B est, beat - Adjusted EPS: $2.72 vs $2.39 est, beat - Gross margin: 50.2% Q4 guidance: revenue $3.65B, adjusted EPS $3.25, adjusted gross margin 51-52%.

First Solar $FSLR Q1 earnings: - Revenue: $1.04B vs $1.04B est, in line - EPS: $3.22 - Gross profit: $486M - Operating income: $345M

Rivian $RIVN Q1 earnings: - Revenue: $1.38B vs $1.36B est, beat - EPS: -$0.33 - Adjusted EBITDA: -$472M vs -$512M est, better than expected Georgia plant initial capacity increased 50% to 300K vehicles/year, production starting late 2028. Received $1B equity investment from

Trump: don’t care if Powell stays on, won’t take action

TRUMP: GAS PRICES WILL GO DOWN AS SOON AS IRAN WAR IS OVER

TRUMP ON IRAN PLAYING IN WORLD CUP: I THINK LET THEM PLAY

Trump: I don't know if we need to break ceasefire with Iran, we may do

Trump: Iran wants to make a deal badly

Trump: Hope we can make a deal with Iran soon

Trump: Blockade in Hormuz is incredible, Iran getting no money from oil

TRUMP SIGNS PERMIT AUTHORIZING CROSS-BORDER PIPELINE

TRUMP: I WILL BE REMOVING TARIFFS AND RESTRICTIONS ON WHISKEY HAVING TO DO WITH SCOTLAND'S ABILITY TO WORK WITH COMMONWEALTH OF KENTUCKY ON WHISKEY AND BOURBON

U.S. HOUSE, IN VOICE VOTE, PASSES DHS FUNDING BILL

Ackman says he and Pershing Square employees put "hundreds of millions" into the new closed-end fund $PSUS. Blames retail investors who over-committed to the IPO for sending the stock down after it began trading. Calls the price drop "silly" and expects both securities to

Google $GOOGL launches Gemini AI in cars with Google built-in. Rolling out in US cars first via software update, including existing vehicles. Expanding to more languages and countries.

TRUMP: CHANCELLOR OF GERMANY SHOULD SPEND MORE FIXING HIS BROKEN COUNTRY

*LAGARDE SAYS ECB IS CURRENTLY NOT SEEING SECOND-ROUND EFFECTS

*LAGARDE SAYS SHE KNOWS WHERE ECB IS HEADED ON INTEREST RATES

*JAPAN CONDUCTED YEN-BUYING OPERATION, NIKKEI SAYS

TRUMP: WHEN IS ABC FIRING KIMMEL; 'BETTER BE SOON'

IRAN'S PARLIAMENT ​SPEAKER QALIBAF SAYS IRAN WILL ,THROUGH EXERCISING CONTROL OVER THE STRAIT OF HORMUZ, ENABLE ITSELF AND ITS NEIGHBOURS TO BENEFIT FROM THE VALUABLE PROSPECT OF A FUTURE WITHOUT THE U.S. PRESENCE AND INTERFERENCE

*US MARCH PCE PRICE INDEX RISES 0.7% M/M; EST. +0.7% *US MARCH PCE PRICE INDEX RISES 3.5% Y/Y; EST. +3.5% *US MARCH CORE PCE PRICE INDEX RISES 0.3% M/M; EST. +0.3% *US MARCH CORE PCE PRICE INDEX RISES 3.2% Y/Y; EST. +3.2%

*US 1Q GDP RISES ANNUALIZED 2.0% Q/Q; EST. +2.3%

*US 1Q EMPLOYMENT COST INDEX RISES 0.9% Q/Q; EST. +0.8%

*US JOBLESS CLAIMS 189,000 IN APRIL 25 WEEK; EST. 212K

IRAN'S MOUSAVI SAYS U.S. SHIPS WILL 'FOLLOW THE SAME FATE OF U.S. REGIONAL BASES'

IRAN'S REVOLUTIONARY GUARDS AEROSPACE FORCE COMMANDER MOUSAVI SAYS TEHRAN WILL RESPOND WITH 'LONG AND PAINFUL STRIKES' EVEN IF U.S. ATTACK IS LIMITED

*BANK OF ENGLAND HOLDS KEY INTEREST RATE AT 3.75% IN 8-1 VOTE

IRAN'S SUPREME LEADER KHAMENEI: IRAN TO GUARD MISSILE, NUCLEAR TECH LIKE ITS BORDERS

IRAN'S SUPREME LEADER SAYS THE NEW MANAGEMENT OF THE STRAIT OF HORMUZ 'WILL BRING CALM AND PROGRESS' AS WELL AS 'ECONOMIC BENEFITS' TO ALL GULF NATIONS - STATEMENT

IRAN'S SUPREME LEADER SAYS TEHRAN WILL SECURE THE GULF REGION AND ELIMINATE 'THE ENEMY'S ABUSES OF THE WATERWAY' - STATEMENT

IRAN WILL DISMANTLE "US EXPLOITATION’ OF HORMUZ: KHAMENEI

Samsung Electronics Q1 earnings: • Revenue: 133.9T won, in line • Operating profit: 57.2T won • Net profit: 47.1T won vs 46.2T est • Chip division OP: 53.7T won (dominant driver) Initiates industry's first mass production of HBM4 for Nvidia's $NVDA Vera Rubin platform.

Microsoft $MSFT Q4 guidance: • Total revenue: $86.7-$87.8B vs $87.5B est • Intelligent Cloud: $37.95-$38.25B vs $37.4B est • Productivity & Business: $37.0-$37.3B vs $36.6B est • More Personal Computing: $11.75-$12.25B vs $13.4B est, miss • Azure growth: 39-40% constant

TRUMP: UNITED STATES IS STUDYING AND REVIEWING POSSIBLE REDUCTION OF TROOPS IN GERMANY

Meta $META CEO Zuckerberg on earnings call: rolling out 1+ GW of custom silicon developed with Broadcom $AVGO. Increasing infrastructure capex forecast for the year - "most of that is due to higher component costs, particularly memory pricing."

Chipotle $CMG Q1 earnings: - Revenue: $3.1B - Adjusted EPS: $0.24 - Comparable restaurant sales: +0.5% Maintaining FY 2026 outlook.

PayPal $PYPL announces strategic reorganization, transitioning to a three-business operating model: - Checkout Solutions & PayPal (Frank Keller, President) - Consumer Financial Services & Venmo (Alexis Sowa, interim lead) - Payment Services & Crypto (Jeff Pomeroy, interim lead)

eBay $EBAY Q1 earnings: - Revenue: $3.1B vs $3.04B est, beat - Adjusted EPS: $1.66 vs $1.58 est, beat - GMV: $22.2B Q2 guidance: revenue $2.97-$3.03B vs $2.97B est, adjusted EPS $1.46-$1.51 vs $1.50 est. Depop acquisition now expected to close by end of Q3.

Teladoc $TDOC Q1 earnings: - Revenue: $613.8M vs $610.9M est, beat - Adjusted EBITDA: $58.2M vs $56.7M est, beat - EPS: -$0.36 Q2 guidance light: revenue $597-$626M vs $623.7M est, adjusted EBITDA $55-$67M vs $68.5M est. FY outlook: revenue $2.48-$2.58B vs $2.51B est, adjusted

Viking Therapeutics $VKTX Q1 earnings: - EPS: -$1.37 vs -$1.01 est, miss - Net loss: -$158.3M vs -$113.8M est - Operating expenses: $164.1M

Sprouts Farmers Market $SFM Q1 earnings: - Revenue: $2.33B vs $2.32B est, in line - EPS: $1.71 - Gross profit: $917M - Operating income: $215M

Alphabet $GOOGL Q1 earnings: - Revenue: $109.9B vs $107.2B est, beat - Google Cloud: $20.0B - Dividend: $0.22, +5% increase - Paid subscriptions: 350M (YouTube and Google One key drivers) Waymo surpassed 500K fully autonomous rides per week. Gemini processing 16B+ tokens per

Amazon $AMZN Q1 earnings: - Revenue: $181.5B vs $177.3B est, beat Q2 sales guidance anticipates ~10bp unfavorable FX impact. More details incoming.

Meta $META Q1 earnings: - Revenue: $56.31B vs $55.45B est, beat - EPS: $10.44 (includes $8.03B tax benefit) - Operating margin: 41% - Ad revenue: $55.02B - Family DAP: 3.56B, +4% YoY - Capex: $19.84B in Q1 Q2 revenue guide: $58-$61B vs $59.5B est. FY capex raised to $125-$145B.

Qualcomm $QCOM Q2 earnings: - Revenue: $10.60B, in line with estimates - Adjusted EPS: $2.65 vs $2.56 est, beat - QCT revenue: $9.08B vs $9.21B est, miss Q3 guidance below estimates: revenue $9.2-$10.0B vs $10.27B est, adjusted EPS $2.10-$2.30 vs $2.45 est. Navigating a

TRADERS NOW SEE RATE HIKE AS MORE LIKELY THAN RATE CUT THIS YEAR Wall Street traders now see a slightly higher chance of a Federal Reserve rate hike than a cut this year, following hawkish signals from policymakers. Interest-rate futures show an 11% chance of a hike, up from 5%

$META - META TO RUN SOME SERVERS LONGER ON MEMORY SHORTAGE

POWELL: FED INDEPENDENCE IS AT RISK

POWELL: VERY AWARE PEOPLE ARE EXPERIENCING HIGHER GAS PRICES

POWELL: OIL EFFECTS ON U.S. LESS THAN ON EUROPE, ASIA POWELL: IF THIS GOES ON FOR MUCH LONGER WILL FEEL IT MUCH MORE

POWELL: IF WE NEED TO HIKE WE WILL SIGNAL AND DO

POWELL: I WOULD NEVER BE A SHADOW CHAIR POWELL: I WILL BE A GOVERNOR POWELL: I RESPECT THE ROLE OF CHAIR

POWELL: PEOPLE NOT SAYING WE NEED TO HIKE NOW

PUTIN WARNED US AGAINST NEW MILITARY ACTION IN IRAN IN TRUMP CALL: KREMLIN

POWELL: WHAT HAPPENS IN NEXT 30-60 DAYS COULD CHANGE THINGS

- POWELL: NUMBER SEEING HIKE AS LIKELY AS A CUT HAS MOVED UP

*POWELL: WE EXPECT TARIFF INFLATION TO RECEDE NEXT TWO QUARTERS

POWELL: ENERGY SURGE HASN'T EVEN PEAKED YET

POWELL: LITERALLY STAYING BECAUSE OF THE ACTIONS OF THE ADMINISTRATION POWELL: NO CHOICE BUT TO STAY

POWELL: WILL LEAVE FED WHEN I THINK IT'S APPROPRIATE TO DO SO

POWELL: HIGHER ENERGY PRICES WILL PUSH UP NEAR TERM INFLATION

POWELL: NEAR-TERM INFLATION EXPECATIONS HAVE RISEN

POWELL: SEES PCE AT 3.5% IN MARCH

TRUMP: THERE WILL NEVER BE A DEAL WITH IRAN UNLESS THEY AGREE TO NO NUCLEAR WEAPONS

BREAKEVEN RATES ON 10-YEAR TIPS RISE TO 2.46%, HIGHEST SINCE FEBRUARY 2025

TRUMP: DISAPPOINTED WITH NATO

TRUMP: IRAN'S ECONOMY IS CRASHING TRUMP: IRAN'S MONEY IS VALUELESS, INFLATION

$PYPL - *PAYPAL TO MAKE VENMO STANDALONE SEGMENT: CNBC

OIL FUTURES EXTEND GAINS, BRENT CRUDE RISES TO HIGHEST SINCE JUNE 2022 IN INTRADAY TRADE

PayPal's $PYPL new CEO makes Venmo a standalone business unit as potential buyers circle, per CNBC.

TRADERS NOW SEE AS MUCH AS A 25% CHANCE OF A FED RATE HIKE BY APRIL 2027, UP FROM 20% BEFORE THE FED DECISION, AGGREGATED PROBABILITIES PUBLISHED ON CME FEDWATCH SHOW

*US TWO-YEAR YIELD RISES 10 BASIS POINTS ON DAY TO 3.94%

*MICHELE: FED TELLING US INCREASINGLY CONCERNED ON PRICE LEVEL

S&P 500 EXTENDS DECLINE, LAST DOWN 0.40% AFTER FED RATE DECISION

US TWO-YEAR TREASURY YIELD HIGHEST SINCE MARCH 27

FED HOLDS RATES, FLAGS UNCERTAINTY AND RISING INFLATION RISKS The Federal Reserve kept rates unchanged at 3.50–3.75%, giving no signal on timing of cuts and citing high uncertainty tied to Middle East tensions. Key points: 🔸Economy still growing at a solid pace 🔸Job gains

FED RATE DECISION AND POLICY STATEMENT DRAW MOST NUMBER OF DISSENTING VOTES SINCE OCTOBER 1992

🚨 *FED LEAVES RATE UNCHANGED

SPACEX’S STARLINK REVENUE PER USER FELL 18% AS CUSTOMERS QUADRUPLED- THE INFORMATION

U.S. TO WITHDRAW AIRCRAFT CARRIER FROM MIDDLE EAST The Pentagon will send the USS Gerald R. Ford home in the coming days after a 10-month deployment, easing strain on its ~4,500 sailors. The move reduces U.S. military firepower in the region as Iran peace talks remain stalled.

PENTAGON TO SEND ONE OF ITS AIRCRAFT CARRIERS HOME FROM MIDDLE EAST

POWELL EXIT COULD GIVE TRUMP FED BOARD MAJORITY If Jerome Powell leaves, Donald Trump would gain a majority on the Federal Reserve Board. Powell is the only current governor appointed by presidents of both parties—first by Barack Obama, then as chair by Trump, and later

#OOTT OPEC+ LIKELY TO AGREE OIL OUTPUT QUOTA HIKE AT SUNDAY MEETING WITHOUT UAE, SOURCES SAY OPEC+ LIKELY TO HIKE QUOTAS BY 206,000 BPD MINUS THE UAE SHARE OF 18,000 BPD, SOURCES SAY

TRUMP–PUTIN CALL: IRAN, UKRAINE AND DEAL TALKS IN FOCUS Donald Trump and Vladimir Putin held a 90+ minute call, described by the Kremlin as friendly and businesslike. Key points: 🔸Putin condemned the attempted assassination of Trump 🔸Iran discussions included nuclear

*BRENT CRUDE RISES ABOVE $119.50/BBL, HIGHEST SINCE JUNE 2022

Two House committees probing Airbnb $ABNB and Anysphere (Cursor's parent) over their use of Chinese AI models, per Semafor. Anysphere's Composer 2 model was built on Beijing-based Moonshot AI's Kimi. Airbnb used Alibaba's Qwen for its customer service agent - CEO Chesky called

Apple $AAPL planning a Siri camera mode and upgraded Visual AI in iOS 27, per Bloomberg. Visual Intelligence feature moving into the camera app itself.

$AAPL - APPLE SLATED TO ANNOUNCE THE UPDATES AT WWDC EVENT IN JUNE APPLE PLANS A SIRI CAMERA MODE AND UPGRADED VISUAL AI IN IOS 27

IRANIAN PARLIAMENT SPEAKER'S DEPUTY: AMERICA MUST ACCEPT THE ISLAMIC REPUBLIC'S DEMANDS; OTHERWISE, THE "IRANIAN NATION" WILL STAND AGAINST THE ENEMY

S&P: OUR 2026 ASSUMPTIONS ARE NOW $95/BBL FOR WTI AND $100/BBL FOR BRENT

🚨 FORMER FBI DIRECTOR COMEY EXPECTED TO SURRENDER TO FEDERAL AUTHORITIES TODAY FOLLOWING INDICTMENT, SOURCE FAMILIAR SAYS

US GASOLINE FUTURES EXTEND GAINS, LAST UP OVER 5% TO HIGHEST LEVEL SINCE 2022

*TRUMP SAYS HE REJECTS IRAN OFFER TO REOPEN HORMUZ: AXIOS

*US TREASURIES SLIDE; TWO-YEAR YIELDS RISE 7BP ON DAY TO 3.9%

OIL PRICES EXTEND GAINS, BRENT CRUDE RISES ABOVE $119/BBL

🚨 TRUMP HOLDS IRAN BLOCKADE, REJECTS DEAL-FIRST PROPOSAL Trump told Axios the U.S. will maintain a naval blockade on Iran until a nuclear deal is reached, rejecting Tehran’s plan to ease restrictions before talks. He said the blockade is more effective than bombing and will

TRUMP WOULD CONSIDER MILITARY ACTION IF IRAN WON'T ACT: AXIOS

🚨 CENTCOM HAS PREPARED FOR SHORT WAVE OF STRIKES ON IRAN

*TRUMP REJECTS IRAN'S OFFER, SAYS BLOCKADE STAYS: AXIOS

$AMZN - AMAZON SHARES HIT RECORD HIGH, LAST UP 1.8%

GHALIBAF: ENEMY STOKING INTERNAL DIVISIONS TO WEAKEN IRAN

GHALIBAF SAYS TRUMP PRESSURING IRAN TO SURRENDER: TASNIM

TRADERS BOOST BOE BETS, PRICE THREE QUARTER-POINT HIKES IN 2026

SENIOR PENTAGON OFFICIAL SAYS U.S. HAS SPENT $25 BILLION ON IRAN WAR SO FAR

U.S. WITHDRAW OF CRUDE OIL FROM SPR ROSE IN LATEST WEEK TO BIGGEST SINCE OCTOBER 2022 - EIA

U.S. STOCKS OF CRUDE OIL IN SPR FELL IN LATEST WEEK TO LOWEST IN A YEAR - EIA

OIL FUTURES BRIEFLY EXTEND GAINS AFTER LARGER-THAN-EXPECTED DECLINE IN U.S. CRUDE STOCKPILES; BRENT, U.S. CRUDE LAST UP NEAR 5%

BOFA: INVESTORS KEEP SELLING INTO S&P 500 RALLY Bank of America says clients continued to net sell U.S. equities even as the S&P 500 rose 0.5%, showing weak conviction in the rebound. Key flows: 🔸 $3.9B out of single stocks (6th straight week of outflows) 🔸 Partly offset by

ONLY ELON MUSK CAN FIRE ELON MUSK FROM SPACEX, FILING SHOWS

U.S. FED CHAIR NOMINEE WARSH APPROVED BY SENATE BANKING COMMITTEE, ADVANCES TO FULL SENATE VOTE

ELON MUSK CAN ONLY BE REMOVED FROM SPACEX BOARD OR OFFICER ROLES BY A VOTE OF THE SHARE CLASS HE CONTROLS, IPO FILING SHOWS

IAEA: IRAN MAY STILL ACCESS NEAR-BOMB-GRADE URANIUM The UN nuclear watchdog says Iran could still reach its stockpile of near weapons-grade uranium at sites struck by the U.S. IAEA chief Rafael Grossi said the material is “accessible if there’s a wish,” adding inspectors have

COPPER MAY SPIKE TO $14,000 ON SPECULATION BEFORE FUNDAMENTALS WEIGH IN BNP Paribas says copper could rise to around $14,000/ton in Q2, driven more by investor speculation than supply-demand strength. The bank sees momentum tied partly to geopolitical sentiment, including

SENATOR WARREN SAYS A VOTE TO ADVANCE WARSH IS A VOTE TO HELP DONALD TRUMP TAKE OVER THE FED SENATOR WARREN: WE SHOULD NOT BE ADVANCING WARSH TODAY

📊TRADE THE NUMBERS THAT MOVE STOCKS Kalshi KPI Markets let you trade directly on company performance — not price action. Bet on real metrics like 🔸 $META headcount 🔸 $TSLA deliveries 🔸 $COIN volume, and more — all settled on official data Why it works: Pure fundamentals

🇨🇦 BANK OF CANADA SIGNALS STEADY POLICY, CAUTIOUS OUTLOOK The Bank of Canada kept its overnight rate unchanged at 2.25%, while offering a largely stable economic outlook. Key points: 🔸Output gap estimated at -0.5% to -1.5% 🔸Growth seen resuming after Q4 dip, with ~1.5%

*BANK OF CANADA HOLDS POLICY RATE AT 2.25%, MATCHING EST.

NETANYAHU MAY HEAD TO WASHINGTON FOR TRUMP-LED CEASEFIRE PUSH Israeli Prime Minister Benjamin Netanyahu is reportedly planning a potential trip to Washington in the coming weeks to meet President Donald Trump, according to an Israeli source. The visit could happen as soon as

WTI CRUDE JUMPS 5% INTRADAY TO $106.50 PER BARREL. BRENT CRUDE BREAKS ABOVE $109, UP 4.9%, THE HIGHEST SINCE MARCH 23

FAMILIES OF VICTIMS OF CANADIAN MASS SHOOTING SUE OPENAI, CEO ALTMAN IN U.S. COURT -FILINGS

CHINESE DIPLOMAT SAYS EU IS APPLYING TYPICAL DOUBLE STANDARDS

🚨TRUMP AND OIL COMPANIES DISCUSSED STEPS TO CONTINUE IRAN BLOCKADE FOR MONTHS IF NEEDED -WHITE HOUSE OFFICIAL

*YEN WEAKENS TO HIT 160 VERSUS THE DOLLAR, WEAKEST SINCE APRIL 7

$BA - *CHINA SOUTHERN, UNIT TO BUY AIRBUS PLANES FOR $21.4B

US HOUSING STARTS JUMP TO 2024 HIGH US homebuilding surged in March, with housing starts rising 10.8% to a 1.5M annual rate — the highest since December 2024 and above forecasts. Single-family starts climbed 9.7% to 1.03M, while multifamily construction also increased. Gains

US BUSINESS INVESTMENT SURGES ON AI SPENDING US core capital goods orders jumped 3.3% in March — the biggest gain since 2020 — following a revised 1.6% rise in February, signaling strong business investment. Overall durable goods orders rose 0.8%, with gains in communications

BRENT , WTI CRUDE FUTURES EXTEND GAINS AFTER US HOUSING DATA, LAST UP 4%

*US MARCH HOUSING STARTS RISE 10.8% M/M; EST. -0.4% *US PRELIM MARCH BUILDING PERMITS FALL 10.8% M/M; EST. -0.3%

*US PRELIM MARCH DURABLE GOODS ORDERS RISE 0.8% M/M; EST. +0.5% *US PRELIM MARCH NON-DEFENSE CAPITAL GOODS SHIPMENTS EX-AIR RISE 1.2% M/M

🚨 IRAN HAS WARNED OF 'UNPRECEDENTED MILITARY ACTION' AGAINST CONTINUED U.S. SEIZURES OF IRAN-LINKED VESSELS - STATE-RUN PRESS TV, CITING SENIOR IRANIAN SECURITY SOURCE

WHITE HOUSE OFFICIAL: TRUMP MET ENERGY COMPANY EXECUTIVES TUESDAY, DISCUSSED DOMESTIC PRODUCTION, VENEZUELA, OIL FUTURES, NATURAL GAS, AND SHIPPING

*GERMANY PRELIM APRIL HARMONIZED CPI RISES 2.9% Y/Y; EST. +3.1%

TRUMP WARNS IRAN: “GET SMART FAST” Donald Trump slammed Iran over stalled nuclear talks, saying it has failed to make progress toward a deal. “Iran can’t get their act together… They better get smart soon!” he posted on Truth Social. His message included an AI-generated image

IRAN'S CURRENCY DROPS TO RECORD LOW LEVEL OF 1.8 MILLION RIAL TO THE U.S. DOLLAR - ISNA

KREMLIN: RUSSIA IS NOT GOING TO EXIT OPEC+

Seagate Technology $STX Q3 earnings: - Revenue: $3.11B vs $2.96B est, beat - Adjusted EPS: $4.10 vs $3.51 est, beat - Gross margin: 46.5% Q4 guidance: revenue $3.45B +/- $100M, adjusted EPS $5.00. Says Q4 includes "minimal expected impact" from tariffs and the Middle East

US TO PUT DONALD TRUMP’S FACE ON PASSPORTS - FT

Teradyne $TER Q1 earnings: - Revenue: $1.28B vs $1.21B est, beat - Adjusted EPS: $2.56 vs $2.10 est, beat - Adjusted net income: $402.9M vs $329.4M est

Bloom Energy $BE Q1 earnings: - Revenue: $751M vs $552M est, massive beat - EPS: $0.23 - Gross margin: 30% - Operating margin: 9.6% Raises FY 2026 revenue guidance to $3.4-$3.8B.

FirstEnergy $FE Q1 earnings: - Core EPS: $0.72 Reaffirms 2026 core earnings guidance $2.62-$2.82/share. Long-term core EPS CAGR near top end of 6-8% from 2026 to 2030.

Enphase Energy $ENPH Q1 earnings: - Revenue: $282.9M vs $283.7M est, in line - Adjusted EPS: $0.47 vs $0.41 est, beat - GAAP net loss: -$7.4M Q2 guidance: revenue $280-$310M.

NXP Semiconductors $NXPI Q1 earnings: - Revenue: $3.18B vs $3.16B est, beat - Adjusted EPS: $3.05 vs $2.95 est, beat - Adjusted gross margin: 57.1%

Mondelez $MDLZ Q1 earnings: - Revenue: $10.08B vs $9.75B est, beat - Adjusted EPS: $0.67 vs $0.61 est, beat - Gross margin: 27.8% Reaffirms FY 2026: organic net revenue growth flat to +2%, adjusted EPS growth flat to +5% constant currency. FX expected to add ~2% to revenue

F5 $FFIV Q2 earnings: - Revenue: $812M vs $779M est, beat - Adjusted EPS: $3.90 vs $3.44 est, beat Q3 guidance: revenue $820-$840M vs $818M est, adjusted EPS $3.91-$4.03 vs $3.87 est. FY 2026: revenue growth 7-8%, non-GAAP EPS $16.25-$16.55 vs $15.97 est.

Starbucks $SBUX Q2 earnings: - Revenue: $9.5B vs $9.16B est, beat - Adjusted EPS: $0.50 vs $0.43 est, beat - Adjusted operating margin: 9.4% FY 2026 outlook: global and US comp store sales growth 5%+, adjusted EPS $2.25-$2.45, consolidated net revenue roughly flat. China retail

T-Mobile $TMUS Q1 earnings: - Revenue: $23.11B vs $22.97B est, beat - EPS: $2.27 (includes $0.43 US Cellular merger-related costs) - Postpaid net account adds: 217K vs 193K est - Postpaid ARPA: $151.93, +3.9% YoY - Postpaid account churn: 1.04% vs 0.94% YoY FY guidance raised:

TRUMP: CHANCELLOR MERZ OF GERMANY THINKS IT'S OK FOR IRAN TO HAVE NUCLEAR WEAPON TRUMP: MERZ DOESN'T KNOW WHAT HE'S TALKING ABOUT TRUMP: IF IRAN HAD NUCLEAR WEAPON, WHOLE WORLD WOULD BE HELD HOSTAGE

U.S. INTELLIGENCE AGENCIES ARE EXAMINING HOW IRAN WOULD REACT TO TRUMP DECLARING VICTORY IN CONFLICT, SOURCES SAY

U.S. DOJ INDICTS FORMER FBI DIRECTOR COMEY A SECOND TIME -CNN

34% OF AMERICANS APPROVE OF TRUMP’S JOB PERFORMANCE, DOWN FROM 36% IN MID‑APRIL, REUTERS/IPSOS POLL FINDS

22% OF AMERICANS APPROVE OF TRUMP’S HANDLING OF COST OF LIVING, DOWN FROM 25% IN PRIOR REUTERS/IPSOS POLL

TRUMP APPROVAL CONTINUES DECLINE, HITS LOWEST LEVEL OF HIS TERM AMID COST‑OF‑LIVING WORRIES AND IRAN WAR, REUTERS/IPSOS POLL FINDS

U.S. ORDERS NUMEROUS CHIP EQUIPMENT COMPANIES TO HALT TOOL SHIPMENTS TO TWO FACILITIES OF HUA HONG, CHINA'S SECOND-LARGEST CHIPMAKER: SOURCES

BITCOIN SHORTS SURGE AS MARKET BRACES FOR BIG MOVE Despite Bitcoin’s recent rally, investors are increasing bets that its price will fall. Data from CEX. IO shows bearish traders are paying around 11% interest in April to hold short positions, briefly reaching 19% — the highest

UAE FOREIGN MINISTRY SPOKESPERSON SAYS UAE'S DECISION TO EXIT OPEC IS A SOVEREIGN AND STRATEGIC CHOICE

EU’S TOP TRADE OFFICIAL SABINE WEYAND LEAVES AFTER CLASHING OVER TRUMP DEAL - FT

IRAN REJECTS U.N. SEA TREATY CLAIMS OVER STRAIT OF HORMUZ Iran’s mission to the U.N. says Tehran is not a party to the U.N. Convention on the Law of the Sea and therefore not bound by its rules. It asserts Iran’s authority over the Strait of Hormuz and says it has the legal

IRAN RESUMES MOSCOW FLIGHTS AFTER 2-MONTH HALT DUE TO WAR: IRNA

TRUMP: AMERICANS HAVE NO CLOSER FRIENDS THAN THE BRITISH

TRUMP MAKES SPEECH OUTSIDE THE WHITE HOUSE AS HE WELCOMES KING CHARLES

ELON MUSK ARRIVES IN OAKLAND, CALIFORNIA FEDERAL COURT FOR OPENING STATEMENTS IN LAWSUIT AGAINST OPENAI

IRAN PREPARING REVISED PEACE PLAN AMID U.S. REJECTION Sources say Iran is expected to submit a revised peace proposal within days after the United States rejected its initial terms. 🔸Mediators in Pakistan expect an updated Iranian offer soon 🔸The U.S. reportedly opposed the

IRAN EXPECTED TO SUBMIT A REVISED PEACE PROPOSAL SOON, SOURCES SAY

MORE THAN 70 HOUSE DEMOCRATIC LAWMAKERS URGE PRESIDENT TRUMP TO PREVENT CHINESE AUTOMAKERS FROM BUILDING VEHICLES IN UNITED STATES -- LETTER

IRAQ HAS NO PLANS TO LEAVE OPEC OR OPEC+, NEEDS STRONG GROUP FOR STABLE PRICES – TWO IRAQI OIL OFFICIALS

$AAPL - APPLE'S TIM COOK SEEN AT WHITE HOUSE FOR TODAY'S EVENT

BEIJING WISHES TO SUPPLY MOSTLY JET FUEL TO ASIAN COUNTRIES THAT ARE NOW RUNNING DANGEROUSLY LOW- FT

CHINA POISED TO RESTART EXPORTING JET FUEL, DIESEL AND GASOLINE - FT

DIMON SAYS WORST CASE I WORRY ABOUT IS STAGFLATION

DIMON SAYS WORST CASE I WORRY ABOUT IS DEFLATION

DIMON: NEED TO MAKE SURE WE KEEP WESTERN WORLD TOGETHER

DIMON SAYS I DON'T WORRY ABOUT THE U.S. ECONOMY

DIMON: CREDIT DOWNTURN WILL BE WORSE THAN PEOPLE THINK

US AVERAGE GASOLINE PRICE JUMPS TO NEAR $4.18 A GALLON, ITS HIGHEST SINCE AUGUST 2022 - AAA

*US APRIL CONSUMER CONFIDENCE 92.8; EST. 89.0

IRANIAN ARMY SPOKESPERSON SAYS WE DO NOT CONSIDER THE WAR TO BE OVER THE SITUATION IS STILL CONSIDERED A WAR, AND THE BANK OF OBJECTIVES AND EQUIPMENT FOR THE ARMED FORCES HAS BEEN UPDATED - IRANIAN STATE MEDIA

Nadella and Altman negotiated concessions through a series of recent meetings after disagreement over OpenAI's AWS deal, per The Information. New deal with Microsoft $MSFT doesn't cover tech OpenAI gets via acquisitions.

HORMUZ CAN REOPEN WITHOUT FULL MINE CLEARANCE — US US Energy Secretary Chris Wright says the Strait of Hormuz can be reopened without removing all Iranian mines. 🔸Only a safe shipping corridor is needed, not full demining 🔸US says transit could resume quickly if a pathway is

OPENAI SAY ITS BUSINESS IS 'FIRING ON ALL CYLINDERS

TRUMP ON IRAN: THEY WANT US TO "OPEN HORMUZ STRAIT," AS SOON AS POSSIBLE

TRUMP: IRAN HAS JUST INFORMED US THAT THEY ARE IN A "STATE OF COLLAPSE."

HORMUZ CAN OPEN WITHOUT CLEARING ALL MINES, US ENERGY CHIEF SAYS

*OIL MARKET NEEDS `EXTRAORDINARY MEASURES', UAE'S MAZROUEI SAYS

*UAE NOT GOING TO SHOCK OIL MARKET WITH SUPPLY: ENERGY MINISTER

UAE LEAVING OPEC WILL ALLOW IT TO MEET MARKET NEEDS: MAZROUEI

EU JET FUEL IMPORTS HIT RECORD LOW Morgan Stanley says jet fuel imports into Northwest Europe have fallen to record lows, with loadings below 200,000 barrels per day and volumes near 2 million bpd. EU refiners are already at full capacity, while extra supply from Africa and the

NATO'S FUNDING PLANS AT RISK DUE TO DEPENDENCE ON CHINESE MINERALS

UAE ENERGY MINISTER SAYS UAE HAS BEEN A MEMBER OF OPEC AND OPEC PLUS FOR A LONG TIME AND OUR FUTURE WE SEE THAT THE WORLD WILL DEMAND AND NEED MORE ENERGY

UAE ENERGY MINISTER TELLS REUTERS THIS IS A DECISION TAKEN AFTER A CAREFUL LOOK AT OUR STRATEGIES RELATED TO ENERGY FIELD AND PETROLEUM SECTOR AND OTHERS

UAE'S OPEC EXIT WILL HELP COUNTRY MEET CHANGING DEMAND

*UAE TO BOOST OIL PRODUCTION GRADUALLY: WAM

UAE SAYS IT QUITS OPEC AND OPEC+ -STATEMENT UAE SAYS IT WILL LEAVE OPEC AND OPEC+ AS OF MAY 1 - STATE NEWS AGENCY

MUSK PAY TIED TO MARS COLONY AND SPACE DATA CENTERS SpaceX has tied Elon Musk’s pay to bold goals like building a Mars colony and space-based data centers. He could earn massive share awards if the company hits a $7.5 trillion valuation and establishes a million-person presence

*SAUDI ARAMCO EXTENDS SUSPENSION OF LPG DELIVERIES THROUGH MAY

$GM - GM SEES NO CHANGES IN CONSUMER CAR SHOPPING DUE TO GAS PRICES

SPOT GOLD EXTENDS LOSSES TO OVER 2% INTRADAY

BITCOIN STALLS AMID U.S.-IRAN UNCERTAINTY 🔸 Bitcoin edges lower as uncertainty over a U.S.–Iran peace deal weighs on markets. 🔸 Donald Trump remains skeptical of Iran’s proposal to halt attacks in the Strait of Hormuz in exchange for ending the war. 🔸 Sentiment has improved

$NVDA $AMD $MSFT - SHARES OF OPENAI PARTNERS FALL AFTER REPORT OPENAI FALLS SHORT OF REVENUE AND USER TARGETS 🔸 NVIDIA DOWN 2.8% 🔸 MICROSOFT DOWN 1.2% 🔸 ADVANCED MICRO DEVICES DOWN 6%

US S&P 500 E-MINI FUTURES DOWN 0.48%, DOW FUTURES UP 0.23%, NASDAQ 100 FUTURES DOWN 1.0%

JET FUEL CRUNCH: COSTS RISE, FLIGHTS AT RISK 🔸 Willie Walsh says the jet fuel crisis is serious but far less severe than COVID; air travel demand remains strong. 🔸 Main risk: fuel shortages during the Northern Hemisphere summer peak. 🔸 Impact likely to start in Asia, then

RUSSIAN DEGENCE MINISTER SAYS EUROPE'S DELIVERY OF DRONES TO KYIV FOR STRIKES ON RUSSIA COULD LEAD TO UNPREDICTABLE CONSEQUENCES - IFX

Workhorse Group $WKHS amends credit agreements: • Cash flow credit commitment increased to $20M from $10M • Interest payments on $10M loan deferred until after Sept. 30 • Customer order credit commitment reduced to $30M from $40M

Nucor $NUE Q1 earnings: • Revenue: $9.5B vs $8.88B est, beat • EPS: $3.23 Q2 outlook positive across all segments: steel mills expecting higher selling prices, steel products expecting higher volumes, raw materials expecting higher pricing.

Cadence Design Systems $CDNS Q1 earnings: • Revenue: $1.47B vs $1.45B est, beat • Adjusted EPS: $1.96 vs $1.90 est, beat

IRANIAN FOREIGN MINISTRY CONDEMNS US SEIZURES OF IRAN-LINKED TANKERS AS 'OUTRIGHT LEGALIZATION OF PIRACY AND ARMED ROBBERY ON THE HIGH SEAS- POST ON X

TRUMP CALLS FOR KIMMEL FIRING OVER ‘DANGEROUS’ REMARKS Donald Trump criticized Jimmy Kimmel, accusing him of airing a fake video involving Melania Trump and Barron Trump and making offensive remarks. Trump linked the segment to a subsequent armed incident near the White House

TRUMP: JIMMY KIMMEL SHOULD BE IMMEDIATELY FIRED BY DISNEY AND ABC

WHITE HOUSE: TRUMP WILL BE SATISFIED ONCE WARSH CONFIRMED

*LEAVITT: TRUMP DISCUSSED IRAN'S PROPOSAL WITH TEAM TODAY *LEAVITT: WOULD NOT SAY US IS CONSIDERING IRAN'S PROPOSAL *LEAVITT: WILL HEAR FROM TRUMP SOON ABOUT IRAN

WHITE HOUSE: IRAN'S PROPOSAL IS BEING DISCUSSED

OIL FUTURES EXTEND GAINS, BRENT CRUDE UP $4 A BARREL TO THREE-WEEK HIGH ON STALLED US-IRAN TALKS

WHITE HOUSE: SUSPECT WAS A CRAZED, ANTI-TRUMP INDIVIDUAL

WHITE HOUSE: WHITE HOUSE PRESS DINNER SHOOTING WAS THIRD MAJOR ASSASSINATION ATTEMPT AGAINST TRUMP

IRAN ADVISER: U.S. CAN’T STOP OUR OIL EXPORTS A senior Iranian military adviser, Mohsen Rezaei, said the U.S. cannot block Iran’s oil exports, dismissing efforts to restrict shipments. The comments come as U.S. forces have redirected dozens of vessels under the blockade.

IRAN HAS MADE CLEAR TO INTERMEDIARIES THAT IT STILL SEEKS TO MAINTAIN ITS CONTROL OVER THE STRAIT OF HORMUZ - WSJ, CITING OFFICIALS

PRESIDENT FEARS ASSASSINATION ATTEMPTS DAILY: LARA TRUMP Lara Trump said President Donald Trump worries each public appearance could bring another assassination attempt. Speaking on SiriusXM, she described the constant threat as a serious and ongoing concern for the president.

IRANIAN FOREIGN MINISTER TOLD RUSSIA'S PUTIN THAT U.S. 'DESTRUCTIVE HABITS', 'UNREASONABLE DEMANDS' AND FREQUENT CHANGES IN POSITIONS ARE SLOWING DIPLOMATIC PROGRESS - IRAN'S FOREIGN MINISTRY ON TELEGRAM

IRAN OFFERS DEAL: END WAR, LIFT BLOCKADE, DELAY NUCLEAR TALKS Iran has proposed a deal to mediators to stop attacks in the Strait of Hormuz in exchange for ending the war and lifting the U.S. blockade on Iranian ports. The offer, delivered by Foreign Minister Abbas Araghchi,

OIL FUTURES EXTEND GAINS, US HEATING OIL PRICES UP BY 5% TO TWO-WEEK HIGH

US OIL HITS INTRADAY HIGH, TRADES ABOVE $97/BBL

RUBIO: US CAN'T TOLERATE IRAN NORMALIZING CONTROL OF HORMUZ

MERZ: U.S. HUMILIATED IN IRAN CONFLICT, WAR LACKS STRATEGY German Chancellor Friedrich Merz criticized the U.S. handling of the Iran conflict, saying it entered the war without a clear exit plan, making resolution more difficult. He warned that Iran is “skillfully not

IRAN'S FOREIGN MINISTER SAYS TRUMP IS REQUESTING NEGOTIATIONS BECAUSE THE U.S. HAS NOT ACHIEVED ANY OF ITS OBJECTIVES AND WE ARE LOOKING INTO THAT REQUEST - MINISTER'S ACCOUNT ON TELEGRAM

*BILL ACKMAN’S PERSHING SQUARE IPO IS SET TO RAISE $5 BILLION

FED EXPECTED TO HOLD RATES AS STRONG US ECONOMY LIMITS CUTS The Federal Reserve is likely to keep interest rates unchanged for the rest of the year, according to Russell Investments strategist Paul Eitelman. He says resilient U.S. growth and persistent inflation

SHORT SELLER BETS AGAINST U.S. LIFE INSURERS SURGE IN PAST YEAR, TOTAL VALUE OF SHORT BETS NOW AT OVER $5.3 BLN, ORTEX DATA SHOWS SHORT BETS AGAINST INSURANCE FIRMS ACROSS THE GLOBE ROSE OVER 60% IN LAST YEAR TO OVER $31 BLN, S&P GLOBAL DATA SHOWS

IRANIANS PUT FORWARD NEW PROPOSAL TO US, SOURCE SAYS Iran has reportedly sent a new proposal to the U.S. that would reopen the Strait of Hormuz, but only after an end to the war and guarantees it will not resume, according to sources and regional reports. Under the plan,

BITMINE BUILDS $13.3B ETH TREASURY, TARGETS 5% OF SUPPLY Bitmine Immersion Technologies reports $13.3B in crypto, cash, and investments, led by 5.08M ETH, 200 BTC, and $940M cash. The firm holds 4.21% of Ethereum supply and aims for 5%, cementing its position as the largest ETH

WHITE HOUSE PRESS SEC BRIEFING 1PM ET TODAY

TRILLION ENERGY: OIL SHOCK IS STRUCTURAL, PRICES SET TO STAY HIGH Trillion Energy says the current oil surge is not temporary but a structural crisis likely to keep prices elevated long term. The company points to disrupted Gulf supply and reduced flows through the Strait of

🚨 DRONE ATTACK TARGETS IRANIAN OPPOSITION GROUP WEST OF SULAIMANIYA IN IRAQI KURDISTAN -SECURITY SOURCES

GOLDMAN: FED CHAIR SHIFT UNLIKELY TO SPEED RATE CUTS Goldman Sachs says a leadership change at the Fed—potentially Kevin Warsh—won’t quickly alter monetary policy. Economist David Mericle notes a new chair may have limited influence if the Federal Open Market Committee remains

$MSFT - MICROSOFT EXTENDS DROP TO 4%

*MICROSOFT'S OPENAI LICENSE WILL NOW BE NON-EXCLUSIVE

*MICROSOFT WILL NO LONGER PAY A REVENUE SHARE TO OPENAI

IRAN'S ARAQCHI: THANKED PUTIN AND RUSSIA FOR SUPPORT - IFX

IRAN'S ARAQCHI: RELATIONS BETWEEN RUSSIA AND IRAN CONSTITUTE STRATEGIC PARTNERSHIP AND WILL CONTINUE TO STRENGTHEN - RIA

RUSSIA'S PUTIN: RUSSIA WILL DO EVERYTHING THAT IS IN THE INTERESTS OF IRAN AND OTHER COUNTRIES IN THE REGION - RIA

RUSSIA'S PUTIN SAYS HE GOT A MESSAGE FROM IRAN'S SUPREME LEADER - RIA

RUSSIA'S PUTIN MEETS WITH IRAN'S ARAQCHI - IFX

IRAN-RUSSIA ALLIANCE DEEPENS AS ARAGHCHI VISITS MOSCOW Iranian Foreign Minister Abbas Araghchi is in Russia for talks as military and political cooperation with Moscow deepens amid shared tensions with the U.S. Since Russia’s war in Ukraine, the two countries have expanded

TRUMP TO MEET SECURITY TEAM AS IRAN TALKS STALL President Donald Trump will meet top national security officials today to review stalled negotiations with Iran, according to sources. The meeting follows his decision to cancel a planned Pakistan trip by envoys Steve Witkoff and

POLYMARKET AT RISK IN INSIDER TRADING CASE: BARRONS A U.S. Army sergeant accused of insider trading on Polymarket allegedly used a VPN to bypass U.S. restrictions—potentially breaking multiple rules. Former regulators say Polymarket itself could be liable for failing KYC checks

IRAN BELIEVES ITS MILITARY SHOULD HAVE AUTHORITY OVER THE STRAIT OF HORMUZ, AN OFFICIAL SAID

$MSTR - STRATEGY BUYS 3,273 BITCOIN FOR AGGREGATE PURCHASE PRICE $255.0M STRATEGY BUYS 3,273 BITCOIN FOR AVG. PURCHASE PRICE $77,906 APRIL 20 TO APRIL 26

🇺🇸 PRESIDENT’S MONDAY SCHEDULE: MEETINGS, ROYAL VISIT, POLICY TALKS 🔸8:00 AM – Executive Time (closed press) 🔸9:00 AM – In-town pool call 🔸1:30 PM – Policy meeting (Oval Office, closed press) 🔸4:15 PM – Greeting with UK King & Queen (White House, press pool) 🔸4:20 PM – Tea

WHITE HOUSE CHIEF OF STAFF TO HOLD MEETING THIS WEEK ON PRESIDENTIAL SECURITY PROTOCOLS -SENIOR U.S. OFFICIAL

$TSLA - TESLA FILES MUSK 2018 STOCK — SALES COULD FOLLOW Tesla registered ~304M shares tied to Elon Musk’s 2018 pay package, allowing them to trade once exercised. It doesn’t mean an immediate sale, but Musk is likely to sell some for taxes when options are used before they

NAVARRO: TRUMP ADMIN IS LOOKING INTO HIGH MEAT PRICES

ISRAELI MILITARY SAYS IT HAS BEGUN TO STRIKE HEZBOLLAH INFRASTRUCTURE SITES IN LEBANON'S BEQAA VALLEY AND IN ADDITIONAL AREAS ACROSS SOUTHERN LEBANON

HORMUZ TRAFFIC STEADY AS TANKER DISRUPTIONS CONTINUE Traffic through the Strait of Hormuz remains stable, with about seven ships crossing in the past 24 hours, mostly cargo and dry bulk vessels. However, disruptions persist: U.S. forces recently turned back six tankers carrying

$AAPL - APPLE IPHONE SALES SURGE, LOW-END DEMAND HITS MARGINS Apple iPhone revenue rose ~13% YoY in March, with units up ~10%, according to Bernstein SocGen Group. Growth was driven by strong demand for lower-priced models like the iPhone 17e, which boosted volumes but

MAERSK - ON STRAIT OF HORMUZ: SECURITY IN REGION REMAINS UNPREDICTABLE MAERSK - ON STRAIT OF HORMUZ: SAFE TRANSITION CANNOT BE ASSURED, IS MAKING NO CHANGES IN SPECIFIC SERVICES

$AAPL - APPLE SHARES DOWN 1.7% PREMARKET

EU ENERGY BILL SURGES $32B AMID WAR SHOCK Ursula von der Leyen says Europe has paid about $32 billion extra for oil and gas since the war began, exposing the bloc’s reliance on imported fossil fuels. The latest energy crisis is hitting growth and households, prompting calls for

*UNITED CEO SAYS PURSUIT OF TALKS WITH AMERICAN HAS ENDED

GERMANY'S MERZ ON IRAN WAR: STRAIT OF HORMUZ PARTIALLY MINED

GERMANY'S MERZ ON IRAN WAR: IRANIANS ARE CLEARLY STRONGER THAN ONE THOUGHT

GERMANY'S MERZ ON IRAN WAR: IRANIANS ARE OBVIOUSLY NEGOTIATING VERY SKILLFULLY

GERMANY'S MERZ ON IRAN WAR: AT THE MOMENT, I DON'T SEE WHAT EXIT STRATEGY THE AMERICANS ARE CHOOSING

*VENEZUELA, US IN TALKS TO BRING OPPOSITION ONTO CENBANK BOARD

IRAN'S FOREIGN MINISTRY SPOKESPERSON: NO MEETING IS PLANNED TO TAKE PLACE BETWEEN IRAN AND THE U.S., IRAN'S OBSERVATIONS WOULD CONVEYED TO PAKISTAN- POST ON X

IRAN DENIES SEEKING U.S. TALKS, SAYS WASHINGTON PUSHING VIA MEDIATORS: TASNIM Iran has made no request for direct talks with the U.S., according to Tasnim. Instead, U.S. officials have been seeking renewed negotiations through Pakistani intermediaries. Tehran has not decided to

TRUMP CRITICIZES SUPREME COURT OVER $159B TARIFF DECISION Trump says a Supreme Court ruling on tariffs could force the U.S. to repay $159 billion to companies and countries. He argues the court could have avoided this with a simple clarification, calling the outcome a major

PAKISTAN-IRAN TALKS MAY OPEN DOOR TO U.S. MEETING: AXIOS Pakistan says its talks with Iran’s Araghchi in Islamabad aim to revive negotiations with the Trump administration, according to Axios. A trilateral meeting with the U.S. could be considered afterward. Araghchi is

*NO DECISION FROM IRAN TO ENGAGE IN TALKS WITH THE US: TASNIM

TRUMP SAYS U.S. OFFICIALS NEGOTIATING WITH IRAN 'ARE DEALING WITH THE PEOPLE WHO ARE IN CHARGE NOW'

TRUMP SAYS IRAN PLANS TO MAKE AN OFFER AIMED AT RESOLVING U.S. DEMANDS

TRUMP TELLS REUTERS IRAN WANTS TO TALK AND SEE IF THEY CAN MAKE A DEAL

IRANIAN DELEGATION HAS ARRIVED - TWO PAKISTANI GOVT SOURCES

WHITE HOUSE: SEEN PROGRESS FROM IRANIAN SIDE IN RECENT DAYS

White House: Jerome Powell investigation still continues

WHITE HOUSE: VANCE WILL BE STANDING BY IN U.S.

WHITE HOUSE TELLS FOX NEWS: EVERYONE WILL BE ON STANDBY TO FLY TO PAKISTAN, IF NECESSARY

WHITE HOUSE TELLS FOX NEWS: WITKOFF, KUSHNER HEADED TO PAKISTAN ON SATURDAY MORNING FOR IRAN TALKS

WHITE HOUSE TELLS FOX NEWS: IRAN REACHED OUT AND ASKED FOR IN-PERSON MEETING

TRUMP ADMIN. FREEZES $344 MLN IN CRYPTO OVER LINKS TO IRAN - CNN

US SOLDIER INDICTED FOR MADURO BETS ON POLYMARKET WAS BLOCKED FROM OPENING KALSHI ACCOUNT, SOURCE SAYS

*GOOGLE TO INVEST UP TO $30B MORE IN ANTHROPIC IF TARGETS HIT *GOOGLE INITIALLY COMMITS TO INVEST $10B IN CASH IN ANTHROPIC *GOOGLE TO PROVIDE AT LEAST 5 GW OF COMPUTING TO ANTHROPIC *GOOGLE PLANS TO INVEST UP TO $40 BILLION IN ANTHROPIC

Google $GOOGL plans to invest up to $40B in Anthropic, per Bloomberg.

US OIL PRICES FALL TO INTRADAY LOWS NEAR $93 A BARREL

TRUMP SENDING WITKOFF, KUSHNER TO PAKISTAN FOR IRAN TALKS: CNN

TRUMP SENDING WITKOFF AND KUSHNER TO PAKISTAN FOR TALKS WITH IRANIAN FOREIGN MINISTER - CNN, CITING TWO ADMINISTRATION OFFICIALS

IRANIAN FOREIGN MINISTER ARAQCHI'S REGIONAL TOUR WILL INCLUDE CONSULTATIONS ON LATEST EFFORTS TO END US-ISRAEL WAR AGAINST IRAN, FOREIGN MINISTRY SPOKESPERSON TELLS STATE MEDIA

*NVIDIA SHARES EXTEND GAIN TO 5%

IRAN'S FOREIGN MINISTER SAYS 'OUR NEIGHBOURS ARE OUR PRIORITY' AS HE BEGINS TOUR

WHITE HOUSE: WHITE HOUSE CONFIDENT SENATE WILL SWIFTLY CONFIRM KEVIN WARSH AS NEXT FEDERAL RESERVE CHAIRMAN

*DOJ EXPECTED TO DROP CRIMINAL PROBE OF POWELL, ABC SAYS

$META - META PARTNERS WITH AWS ON GRAVITON CHIPS TO POWER AGENTIC AI META PARTNERS WITH AWS ON GRAVITON CHIPS

White House to announce a deal with Regeneron $REGN on Thursday, per source.