Stock Market Feed

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

INTEL SHARES SURGE 24.4%, SET FOR BIGGEST PERCENTAGE GAIN SINCE OCTOBER 1987

NASDAQ 100 HITS RECORD HIGH

NO IRAN-US TALKS DURING ARAGHCHI'S PAKISTAN VISIT, ONLY BILATERAL ENGAGEMENT - SENIOR IRANIAN SOURCE

*INTEL SHARES SOAR 26% TO ECLIPSE DOT-COM ERA RECORD HIGH

FDA FAST-TRACKS PSYCHEDELIC DRUG RESEARCH FOLLOWING TRUMP EXECUTIVE ORDER - CNBC

White House didn’t immediately respond to questions on Iran’s foreign minister going to Pakistan And it didn’t respond to questions on whether the U.S. would send a delegation.

AI STARTUPS ARE FACING HIGHER PRICES, MONTHS-LONG WAIT TIMES TO ACCESS NVIDIA GPUS- THE INFORMATION MICROSOFT EMPLOYEES EXPECT GPU WAIT TIMES FOR CLOUD CUSTOMERS TO PERSIST THROUGH THE END OF 2026 - THE INFORMATION

IRAN FM LAUNCHES DIPLOMATIC TOUR AMID CONFLICT Abbas Araghchi will visit Pakistan, Oman, and Russia starting Friday, as Iran pushes to ease tensions with the United States. The trip aims to coordinate with regional mediators and discuss the ongoing conflict. Pakistan previously

🚨 IRAN HAS DROPPED MORE MINES IN HORMUZ EARLIER THIS WEEK - AXIOS REPORTER ON X

KREMLIN SAYS PUTIN MAY TRAVEL TO MIAMI - IFX

KREMLIN SAYS RUSSIA WILL BE REPRESENTED AT G20 SUMMIT IN MIAMI - TASS

*IRAN'S ARAGHCHI TO VISIT MUSCAT, MOSCOW IN 'REGIONAL TOUR':IRNA

IRANIAN FOREIGN MINISTER ARAQCHI TO TRAVEL TO ISLAMABAD, MUSCAT AND MOSCOW - IRAN STATE MEDIA

PENTAGON EMAIL FLOATS SUSPENDING SPAIN FROM NATO, OTHER STEPS OVER IRAN RIFT, SOURCE SAYS

HEGSETH: NOT SPECULATING ON TIMELINE TO CLEAR MINES FROM STRAIT OF HORMUZ

POPE IS GOING TO DO HIS THING, AND THAT'S FINE, U.S. DEFENSE SECRETARY SAYS

HEGSETH: IF THERE ARE ATTEMPTS TO LAY MORE MINES, IT IS A VIOLATION OF CEASEFIRE HEGSETH: TRANSIT THROUGH HORMUZ IS OCCURRING

HEGSETH: THIS SHOULD NOT BE AMERICA'S FIGHT ALONE HEGSETH: AMERICA HAS PLENTY OF ENERGY HEGSETH: EUROPE NEEDS STRAIT OF HORMUZ MUCH MORE THAN WE DO HEGSETH: THE TIME FOR FREELOADING IS OVER

HEGSETH: IRAN HAS OPEN WINDOW TO CHOOSE WISELY AT NEGOTIATING TABLE

HEGSETH: BLOCKADE WILL STAY AS LONG AS IT TAKES

US PREMARKET: TECH LEADS, INTEL SOARS Futures are higher ahead of the open as investors weigh earnings and tensions between the United States and Iran. S&P 500 Index +0.4%, Nasdaq 100 +1.3%, Dow Jones Industrial Average +0.2%; MSCI World Index flat. Big movers: Megacap tech

HEGSETH SAYS SECOND US AIRCRAFT CARRIER WILL JOIN BLOCKADE

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

RUSSIAN FOREIGN MINISTRY: WE STAND IN SOLIDARITY WITH CUBA AND REJECT WASHINGTON’S BLACKMAIL AND THREATS

IRAN DELEGATION HEADS TO PAKISTAN AS TALKS UNCERTAIN Abbas Araghchi will lead an Iranian delegation to Islamabad late Friday or Saturday, as uncertainty surrounds a possible second round of cease-fire talks with the United States. Sources say the delegation is expected around

CANADA APPROVES $4 BILLION NATURAL GAS EXPANSION OF ENBRIDGE PIPELINE SYSTEM -STATEMENT

PAKISTAN OFFICIALS DIDN'T SAY WHEN US-IRAN TALKS WILL HAPPEN

IRAN FM HEADS TO ISLAMABAD FOR TALKS Abbas Araghchi is expected to arrive in Islamabad Friday night, according to multiple reports. Pakistani officials say a U.S. logistics and security team is already in the city, with a second round of U.S.–Iran talks anticipated. Pakistan is

*PAKISTAN OFFICIALS SAY 2ND ROUND OF US-IRAN TALKS EXPECTED

NETANYAHU: EARLY PROSTATE CANCER DETECTED AND TREATED Benjamin Netanyahu said Friday he was diagnosed with early-stage prostate cancer but has been successfully treated and is now in excellent health. He delayed releasing his annual medical report by two months to avoid fueling

IRAN FOREIGN MINISTER EXPECTED IN ISLAMABAD FRIDAY NIGHT

WHITE HOUSE EXTENDS SHIPPING WAIVER TO EASE OIL SUPPLY TIGHTNESS

TRUMP: BANKS MUST TREAT PEOPLE WHO LOST THEIR HOMES IN LA WILDFIRES VERY FAIRLY AND WELL

*TRUMP SAYS HE'S THINKING ABOUT BUYING SPIRIT

TRUMP: WILL PUT TARIFF ON UK IF THEY DON'T DROP THEIR DIGITAL SERVICE TAX

*TRUMP: I THINK WE SHOULD BUY SPIRIT, WOULD BE DEBT-FREE *TRUMP: WOULD DO IT IF CAN GET SPIRIT FOR RIGHT PRICE *TRUMP: HAVE SOMEONE WHO WANTS TO RUN SPIRIT

*TRUMP: DON'T KNOW IF IRAN IS DROPPING MINES *TRUMP: MINES IN HORMUZ WILL AFFECT IRAN MORE THAN US

*TRUMP ON CONTENTS OF SHIP CAPTURED ON MONDAY: TOP SECRET

Trump: I didn't invite Putin to G20, but if he was to come it would be very helpful

Trump: Iran can drop their mines if they want, its a very foolish thing to do

Trump: Nobody trying to go through Hormuz

TRUMP: IRAN WILL HAVE CUT FUNDING FOR HEZBOLLAH

TRUMP ASKED ON INSIDER BETTING ON POLYMARKET, "WILL LOOK INTO IT"

TRUMP: GREAT CHANCE THAT PEACE BETWEEN ISRAEL AND LEBANON WILL HAPPEN THIS YEAR

Trump: Think PM of Lebanon and Israel PM will come to White House in next 2 weeks

TRUMP: CEASEFIRE EXTENDED, U.S. BACKS LEBANON SECURITY President Donald J. Trump, Vice President JD Vance, Secretary of State Marco Rubio, and U.S. ambassadors met with senior Israeli and Lebanese officials in the Oval Office. The meeting was productive. The U.S. will support

*ISRAEL-LEBANON CEASEFIRE EXTENDED BY THREE WEEKS, TRUMP SAYS

DOJ ARRESTS SOLDIER WHO MADE $400,000 BETTING ON MADURO'S REMOVAL: -ABC NEWS

TRUMP INTENDS TO INVITE PUTIN TO G-20 SUMMIT IN MIAMI -WASHINGTON POST

LEBANON'S HEZBOLLAH SAYS IT HAS FIRED ROCKET SALVO AT ISRAEL'S SHTULA IN RESPONSE TO ISRAEL 'VIOLATING CEASEFIRE AND TARGETING TOWN IN SOUTHERN LEBANON'

ISRAELI MILITARY SAYS SEVERAL LAUNCHES CROSSED FROM LEBANON TOWARDS ISRAEL INTERCEPTED

ISRAELI MILITARY SAYS SIRENS SOUND IN AREA OF SHTULA; DETAILS ARE UNDER REVIEW

TRUMP: WOULDN'T USE NUCLEAR WEAPON AGAINST IRAN TRUMP CALLS NUCLEAR WEAPON QUESTION STUPID TRUMP: NUCLEAR WEAPON SHOULD NEVER BE USED BY ANYBODY

TRUMP: OIL GOES UP A LITTLE BIT, I HATE IT

TRUMP REITERATES THAT THE UK SHOULD OPEN THE NORTH SEA FOR OIL DRILLING

TRUMP: WE DON'T KNOW WHO THE LEADER IS IN IRAN. IRAN IS DELAYING IT BECAUSE WE DON'T KNOW WHO WE'RE TALKING TO

IRAN'S SUPREME LEADER, IN POST ON X, WARNS PUBLIC OF 'ENEMY' MEDIA CAMPAIGN TARGETING UNITY

DRONES OVER IRAN Reports from Iran say air defense systems in Tehran and other cities were activated in response to small UAVs and micro-drones, including “Orbitor”-type aircraft detected across multiple areas.

TIME IS NOT ON IRAN’S SIDE Claims that I’m rushing to end conflict with Iran are wrong. I’m under no pressure—there’s time on our side, not theirs. Iran’s military capabilities have been severely weakened, their leadership disrupted, and their position continues to deteriorate.

IRAN WAR COMPLICATES CONTINGENCY PLANS TO DEFEND TAIWAN, SOME U.S. OFFICIALS SAY - WSJ U.S. OFFICIALS ESTIMATE FULL MILITARY STOCKPILE REPLENISHMENT MAY TAKE UP TO SIX YEARS

TRUMP ON IRAN: I'M THE LEAST PRESSURED PERSON IN THIS POSITION

TRUMP: IRAN DEAL ONLY MADE WHEN APPROPRIATE AND GOOD FOR US, ALLIES AND WORLD TRUMP: NOT ANXIOUS TO END IRAN CONFLICT; HAVE ALL TIME IN WORLD BUT IRAN DOES NOT TRUMP: IRAN BLOCKADE IS AIRTIGHT AND STRONG

IRAN'S PRESIDENT: 'THERE ARE NO "HARDLINERS" OR "MODERATES" WE ARE ALL IRANIANS AND REVOLUTIONARIES'

LEO, LEADER OF CATHOLIC CHURCH, SAYS: 'AS A PASTOR, I CANNOT BE IN FAVOR OF WAR' POPE LEO CONDEMNS KILLING OF PROTESTERS IN IRAN AFTER CRITICISM FROM US PRESIDENT TRUMP

IRAN’S FOREIGN MINISTER ARAGHCHI: IRANIANS ARE ALL UNITED, MORE THAN EVER BEFORE

US CRUDE FUTURES RISE OVER $5 A BARREL AFTER REPORTS IRAN AIR DEFENSES ENGAGING TARGETS OVER TEHRAN

*META TELLS STAFF IT WILL CUT 10% OF JOBS IN PUSH FOR EFFICIENCY

IRAN'S MEHR SAYS AIR DEFENCES HEARD 'ENGAGING HOSTILE TARGETS' IN PARTS OF TEHRAN

IRAN'S NOUR NEWS SAYS AIR DEFENCES ACTIVATED IN PARTS OF TEHRAN, REASONS UNCLEAR

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

PAKISTANI DIPLOMAT: CONTINUING NEGOTIATIONS REQUIRES CONCESSIONS FROM AMERICA AND IRAN

Trump: 'Wow! Cryin’ Chuck Schumer just said, for the whole World to hear, that “NOBODY RESPECTS BORDER PATROL OR ICE.” That is one of the most egregious, incorrect, unpatriotic, and dangerous statements I have EVER heard from a “professional” politician. HE MUST IMMEDIATELY

US ACCUSES CHINA OF THEFT OF AI TECHNOLOGY: FT

*TRUMP: ORDERED NAVY TO SHOOT ANY BOAT PUTTING MINES IN HORMUZ *TRUMP: OUR MINE “SWEEPERS” ARE CLEARING STRAIT RIGHT NOW *TRUMP: ORDERED HORMUZ MINE SWEEPERS AT 'TRIPLED' LEVEL

TRUMP ON IRAN: HAVE ORDERED UNITED STATES NAVY TO SHOOT AND KILL ANY BOAT THAT IS PUTTING MINES IN WATERS OF STRAIT OF HORMUZ

PAKISTANI PROPOSAL TO OPEN STRAIT OF HORMUZ IN EXCHANGE FOR PARTIAL LIFTING OF SANCTIONS ON IRAN PAKISTAN OFFICIALS BLAME US BLOCKADE, NOT IRAN DIVISIONS, FOR STALLED TALKS TRUMP EXTENDS CEASEFIRE INDEFINITELY, CITING 'FRACTURED' TEHRAN LEADERSHIP

U.S. DEFENSE DEPARTMENT SAYS FORCES INTERCEPTED AND BOARDED SANCTIONED STATELESS TANKER “MAJESTIC X” IN THE INDIAN OCEAN CARRYING IRANIAN OIL

IRAN-U.S. TALKS IN PAKISTAN MAY SEE BREAKTHROUGH IN PREPARATIONS “TONIGHT OR TOMORROW,” IRANIAN DIPLOMATIC SOURCE SAYS, PER RIA

COMEX SILVER FUTURES DROPS 4% INTRADAY TO $74.83/OZ; SPOT SILVER DOWN NEARLY 4% AT $74.67/OZ

US MILITARY INTERCEPTS AT LEAST THREE IRANIAN OIL TANKERS IN ASIAN WATERS, SHIPPING AND SECURITY SOURCES SAY US FORCES REDIRECTING IRANIAN OIL TANKERS, SHIPPING AND SECURITY SOURCES SAY

Molina Healthcare $MOH Q1 earnings: - EPS: $0.27 - Premium revenue: $10.17B FY outlook: premium revenue $42B, revenue growth -2%.

ServiceNow $NOW Q1 earnings: - Revenue: $3.77B vs $3.74B est, beat - Adjusted EPS: $0.97 vs $0.96 est, beat - Subscription revenue: $3.67B vs $3.65B est, ~75bp headwind from delayed Middle East deals Q2 subscription revenue guide: $3.815-$3.82B vs $3.745B est FY subscription

$TSLA - TESLA BEATS EXPECTATIONS DESPITE SLOW SALES Tesla, Inc. reported stronger-than-expected Q1 earnings, showing resilience as it invests heavily in robotics and self-driving tech. Adjusted EPS came in at $0.41, beating the $0.34 analyst forecast and marking a second

IBM $IBM Q1 earnings: - Revenue: $15.92B vs $15.62B est, beat - Adjusted EPS: $1.91 vs $1.81 est, beat FY outlook: constant currency revenue growth 5%+, free cash flow to increase ~$1B YoY. Raised quarterly dividend to $1.69/share.

Marvell $MRVL acquires Polariton Technologies, advancing optical performance scaling to 3.2T and beyond. Financial terms not disclosed.

SHARES OF TESLA UP 4% IN EXTENDED TRADE AFTER QUARTERLY REPORT

*TESLA 1Q FREE CASH FLOW $1.44B, EST. NEGATIVE $1.86B

TESLA 1Q ADJ EPS 41C, EST. 34C TESLA 1Q GROSS MARGIN 21.1%, EST. 17.7% TESLA 1Q EPS 13C VS. 12C Y/Y

*TESLA 1Q ADJ EPS 41C, EST. 34C

Texas Instruments $TXN Q1 earnings: - Revenue: $4.83B vs $4.53B est, beat - EPS: $1.68 - Net income: $1.55B Q2 guidance above estimates: revenue $5.0-$5.4B vs $4.86B est, EPS $1.77-$2.05.

Lululemon $LULU picks former Nike $NKE executive Heidi O'Neill as next CEO, per WSJ.

*S&P 500 CLOSES UP 1%, NASDAQ UP 1.6%

LEAVITT: TRUMP HAS ROOM TO MANEUVER DUE TO THE CEASEFIRE EXTENSION.

WHITE HOUSE: IRAN MUST TURN OVER ENRICHED URANIUM TO US -FOX NEWS INTERVIEW

DIALOGUE BLOCKED BY BREACHES AND HYPOCRISY “Masoud Pezeshkian, Iranian president: Iran supports dialogue and agreement—but broken commitments, blockades, and threats prevent real talks. The world sees the hypocrisy between your words and actions.”

ISRAELI MILITARY SAYS IT STRUCK VEHICLE IN SOUTH LEBANON AFTER IDENTIFYING HEZBOLLAH THREAT

Trump on Truth Social: 'I Have Just Been Informed that the Eight Women Protestors Who Were Going to Be Executed Tonight in Iran Will No Longer Be Killed' Trump on Truth Social: 'Four Will Be Released Immediately, and Four Will Be Sentenced to One Month in Prison' Trump on Truth

Microsoft $MSFT plans to incorporate Anthropic's Claude Mythos model directly into its security development lifecycle. New multi-model AI-driven scanning solution expected in preview in June. Says Mythos showed "substantial improvements relative to prior models" in evaluation.

*IRAN MAY HAVE PLACED 20 OR MORE MINES IN AND AROUND HORMUZ:WAPO

HORMUZ MINE CLEARANCE MAY TAKE 6 MONTHS, PENTAGON TELLS CONGRESS

HORMUZ MINE CLEARANCE COULD TAKE SIX MONTHS Clearing Iranian mines from the Strait of Hormuz could take up to six months, the Pentagon told Congress. Officials say the operation likely won’t begin until the war ends, meaning disruptions to global trade and energy markets could

OVER 10M BARRELS OF IRANIAN OIL EXIT GULF DESPITE BLOCKADE More than 10 million barrels of Iranian crude left the Persian Gulf after the U.S. imposed a naval blockade, according to analytics firm Vortexa. The firm tracked 34 tanker movements in a week, including six loaded

IRAN'S TOP NEGOTIATOR QALIBAF SAYS A COMPLETE CEASEFIRE ONLY MAKES SENSE IF IT IS NOT VIOLATED BY THE MARITIME BLOCKADE AND 'HOSTAGE-TAKING OF THE WORLD'S ECONOMY' IRAN'S TOP NEGOTIATOR QALIBAF SAYS REOPENING THE STRAIT OF HORMUZ IS IMPOSSIBLE WITH SUCH A 'FLAGRANT BREACH OF

BITCOIN APPROACHES $80K AS SHORTS GET WIPED OUT Bitcoin climbed 4.4% to around $79,100, nearing the $80,000 level as momentum builds. ETF inflows continue to support the rally, with $1.54B entering funds over six straight days. At the same time, about $200M in short positions

REPUBLICAN SENATOR SAYS U.S. MAY “GO IN” TO IRAN Sen. Roger Marshall said the U.S. could intervene militarily in Iran if no peace deal is reached soon. He argued past presidents faced similar decisions and suggested Iran’s internal divisions, combined with U.S. pressure and

ZELENSKIY SAYS UKRAINE READY FOR TALKS WITH RUSSIA IN ANY FORMAT, ANY MOMENT

SENATOR GRAHAM: HORMUZ BLOCKADE 'WILL BE GROWING' SENATOR GRAHAM: HORMUZ BLOCKADE COULD BECOME 'GLOBAL' SOON

*US COULD OWN UP TO 90% OF SPIRIT AS PART OF $500 MILLION RESCUE

$MSOS - AXIOS: TRUMP ADMINISTRATION IS EXPECTED TO MOVE TO RECLASSIFY MARIJUANA AS SOON AS WEDNESDAY

INTELLIGENCE SAYS IRAN MILITARY STILL FAR FROM “DESTROYED” U.S. intelligence officials say Iran retains significantly more military capability than publicly acknowledged by the White House and Pentagon. According to sources, roughly half of Iran’s ballistic missiles, much of

IRAN: ARMED FORCES ARE FULLY ALERT, READY FOR DECISIVE RESPONSE IRAN RESPONDS TO ISLAMABAD'S REQUEST FOR TRUCE EXTENSION: TV

LUTNICK SAYS US HAS NOT YET SOLD NVIDIA'S H200 CHIPS TO CHINA YET

US Commerce Secretary Lutnick says the US has not yet sold Nvidia's $NVDA H200 chips to China.

TRUMP HAS NOT SET A TIMELINE FOR EXTENSION OF CEASEFIRE -SOURCE BRIEFED ON THE MATTER

IRAN CURRENTLY HAS NO PLANS TO NEGOTIATE WITH US FRIDAY: TASNIM

DOCUMENTARY CLAIMS SOLUTION TO $80B BITCOIN MYSTERY A new documentary claims to have identified Bitcoin creator Satoshi Nakamoto, suggesting the system may have been built by cryptographers Hal Finney and Len Sassaman, both now deceased. The film argues this could explain why

BESSENT: GAS PRICES MAY GET EVEN LOWER THAN BEFORE IRAN WAR BESSENT: THINK IRAN CONFLICT WILL END, GAS PRICES WILL DROP

TRUMP WILLING TO GIVE IRAN ANOTHER THREE TO FIVE DAYS OF CEASEFIRE -U.S. SOURCE BRIEFED ON THE MATTER IT IS NOT GOING TO BE OPEN-ENDED CEASEFIRE -SOURCE

TRUMP ADMINISTRATION NEARS SPIRIT AIRLINES RESCUE The Trump administration is reportedly close to a rescue deal for Spirit Airlines, according to sources. The package could include up to $500M in financing and warrants that may give the government a potential equity stake.

U.S. STOCKS EXTEND GAINS, NASDAQ UP 1.00%

IRAN HESITATES ON NEXT ROUND OF US TALKS Iran says it has not yet decided whether to join a new round of talks with the U.S. later this week. The foreign ministry accused Washington of bad faith in previous negotiations, while confirming no final decision has been made on

*TRUMP EXTENDED IRAN CEASEFIRE FOR 3-5 DAYS: WHITE HOUSE TO FOX

TRUMP CRITICISES SUPREME COURT AND DEMOCRAT JUSTICES President Trump criticised the U.S. Supreme Court and Democratic-appointed justices, accusing them of voting as a bloc and consistently opposing Republican positions. He also claimed Republican justices are less unified and

TRUMP SIGNALS IRAN TALKS COULD RESUME SOON President Trump says renewed U.S.–Iran talks could happen “as soon as Friday,” according to reports. Mediators in Pakistan and Iranian contacts are said to be pushing for a new round of negotiations within the next 36–72 hours, raising

TRUMP SETS DEADLINE FOR IRAN DEAL PROPOSAL President Trump plans to give Iran a short window to present a unified proposal to restart stalled negotiations, according to sources. The administration wants to avoid an open-ended ceasefire extension, aiming to force a quick

TRUMP SAYS IRAN TALKS 'POSSIBLE' AS SOON AS FRIDAY: NYP

ISRAELI STRIKE ON CAR IN SOUTH LEBANON KILLS TWO - MEDICS, STATE MEDIA

IRAN WAR PUSHES UP COSTS BEYOND OIL—FROM CLOTHES TO TOYS The Iran conflict is driving up oil prices, and the impact is spreading into everyday goods like clothing, crayons, and even stuffed toys. Manufacturers say synthetic materials made from petroleum are already 10–15% more

EU WEIGHS EMERGENCY JET FUEL CONTROLS The EU may require countries to hold emergency jet fuel reserves and could introduce redistribution measures if supply risks worsen. Officials stress it’s too early for mandates, but warn intervention is possible if the market fails to

IRAN FIRES ON THIRD SHIP IN HORMUZ ESCALATION Iran’s Revolutionary Guard reportedly attacked a third vessel in the Strait of Hormuz, escalating tensions in the key shipping route. The container ship Francesca, owned by Mediterranean Shipping, was targeted while waiting to enter

S&P 500 INDEX FUTURES EXTEND GAINS TO SESSION HIGH OF 0.7%

$NVDA $GOOGL - NVIDIA, GOOGLE COLLAB TO ADVANCE AGENTIC & PHYSICAL AI

UNDERSEA CABLES VULNERABLE IN STRAIT OF HORMUZ An Iranian-linked news agency says undersea data cables in the Strait of Hormuz are vulnerable, warning that damage—accidental or deliberate—could cause major outages across the Gulf. The report highlights growing risks to critical

IRAN THREATENS MILITARY RESPONSE TO U.S. BLOCKADE Iran says the U.S. naval blockade is equivalent to an act of war and must be met with force. Senior officials dismissed Trump’s ceasefire extension and signaled escalation, warning any action against Iranian vessels would

TRUMP GIVES IRAN DEADLINE AS TALKS HANG BY A THREAD President Trump is giving Iran just days to unify and return to negotiations, warning the temporary ceasefire will expire without progress. U.S. officials say deep divisions inside Iran—between military leaders and civilian

IRAN SAYS BLOCKADE IS SAME AS BOMBARDMENT, REQUIRES MILITARY RESPONSE

$BA - BOEING BEATS REVENUE ESTIMATES DESPITE LOSS Boeing reported Q1 revenue of $22.22B, beating estimates, with a narrower-than-expected loss of $0.20 per share. Net loss totaled $7M, while free cash flow remained negative at $1.45B. Backlog rose to $695B as production

PROLONGED ENERGY CRISIS AHEAD, EU WARNS EU Energy Commissioner Dan Jorgensen said the global energy outlook remains grim, even in the best-case scenario, as Middle East tensions disrupt supplies. He likened the situation to a combined 1973 and 2022 crisis, warning disruptions

SPACEX SAID TO AGREE TO BUY CURSOR FOR MORE THAN $50 BILLION- NYT

IRAN'S TOP JOINT MILITARY COMMAND WARNS OF 'POWERFUL ATTACK' ON PREDETERMINED TARGETS IN VIEW OF REPEATED THREATS BY TRUMP

SPACEX SAYS PLANS FOR ORBITAL AI DATA CENTERS, MOON AND MARS INFRASTRUCTURE INVOLVE UNPROVEN TECH AND MAY NOT BE COMMERCIALLY VIABLE, FILING SHOWS

PAKISTAN PM SHARIF: THANK PRESIDENT TRUMP FOR ACCEPTING OUR REQUEST TO EXTEND THE CEASEFIRE

IRAN'S TASNIM: CONTINUATION OF A NAVAL BLOCKADE AMOUNTS TO CONTINUED HOSTILITY; AS LONG AS THE BLOCKADE PERSISTS, IRAN WILL AT LEAST NOT REOPEN THE STRAIT OF HORMUZ, AND IF NECESSARY, IT WILL BREAK THE BLOCKADE BY FORCE

IRAN'S PARLIAMENT SPEAKER GHALIBAF'S ADVISOR: TRUMP'S DECISION TO EXTEND THE CEASEFIRE MAKES NO SENSE. THE CEASEFIRE EXTENSION IS AN ATTEMPT TO BUY TIME FOR A SURPRISE ATTACK. IRAN CURRENTLY HOLDS THE INITIATIVE

GitLab $GTLB collaborates with AWS to bring agentic DevSecOps to enterprise teams using their existing Amazon Bedrock accounts.

Meta $META breaks ground on new $1B data center in Tulsa. Expected to support 1,000+ construction jobs at peak and ~100 operational jobs. Includes $25M+ in local infrastructure improvements.

*TRUMP: READY TO EXTEND CEASEFIRE WITH IRAN *TRUMP: DIRECTED OUR MILITARY TO CONTINUE BLOCKADE

*TRUMP: EXTEND THE CEASEFIRE UNTIL IRAN PROPOSAL SUBMITTED

TRUMP ON IRAN: WILL THEREFORE EXTEND CEASEFIRE UNTIL SUCH TIME AS THEIR PROPOSAL IS SUBMITTED, AND DISCUSSIONS ARE CONCLUDED, ONE WAY OR OTHER

TRUMP: WE HAVE BEEN ASKED TO HOLD OUR ATTACK ON COUNTRY OF IRAN

La-Z-Boy $LZB announces sale of American Drew and Kincaid wholesale casegoods businesses. Deal expected to close mid-May.

Intuitive Surgical $ISRG Q1 earnings: • Revenue: $2.77B, +23% YoY • Non-GAAP EPS: $2.50 • Non-GAAP net income: $901M FY 2026 outlook: da Vinci procedure growth ~13.5-15.5%. Adjusted gross margin 67.5-68.5%, includes ~1% tariff impact.

Capital One $COF Q1 earnings: • Revenue: $15.23B vs $15.36B est, miss • Adjusted EPS: $4.42 vs $4.55 est, miss • Net interest income: $12.15B • Loan loss provision: $4.07B • CET1 ratio: 14.4% • Total deposits +$13.3B to $489.1B

Adobe $ADBE announces new $25B stock repurchase program through April 2030.

*UNITED AIRLINES 1Q FUEL EXPENSE INCREASES $340M Y/Y

US TREASURY YIELDS EXTEND RISE, TWO-YEAR YIELD LAST UP 8.4 BPS AT 3.80%

*IRAN INFORMED US VIA PAKISTAN IT WON'T ATTEND TALKS WEDS

VANCE CALLED OFF TRIP TO PAKISTAN: AP

IRAN BOYCOTTS ISLAMABAD TALKS Iran will skip Wednesday’s talks in Islamabad, citing U.S. failures to uphold commitments, according to Tasnim. Tehran says a Pakistan-brokered 10-point ceasefire plan was undermined by weak enforcement and ongoing maritime pressure. Officials see

IRAN'S DECISION TO NOT BE IN PAKISTAN WEDNESDAY IS FINAL: TASNIM

*GATES FOUNDATION OPENED EXTERNAL REVIEW OF EPSTEIN TIES: WSJ *GATES FOUNDATION CUTS 500 JOBS: WSJ

SENIOR IRANIAN OFFICIAL TO REUTERS: IRAN COULD ATTEND TALKS IN PAKISTAN IF THE U.S. ABANDONS ITS POLICY OF PRESSURE AND THREATS

IRAN'S FOREIGN MINISTER: BLOCKADING IRANIAN PORTS IS AN ACT OF WAR AND THUS A VIOLATION OF THE CEASEFIRE

IRAN'S JUDICIARY ISSUES STATEMENT DENYING THAT EIGHT WOMEN MENTIONED BY TRUMP IN SOCIAL MEDIA POST FACED POSSIBLE DEATH SENTENCES - IRANIAN MEDIA

PAKISTAN IN CONTINUOUS CONTACT W/ IRAN ON CONFIRMING DELEGATION

US DOLLAR INDEX EXTENDS GAINS TO 98.547, HIGHEST SINCE APRIL 13

VANCE TRIP PAUSED AS IRAN STAYS SILENT JD Vance’s planned trip to Islamabad is on hold after Iran failed to respond to U.S. negotiating terms, pausing talks ahead of the cease-fire deadline. The visit could resume quickly if Tehran replies, but officials want assurance Iran’s

OIL FUTURES EXTEND GAINS, BRENT CRUDE PRICES UP $4 A BARREL AFTER IRAN HAS YET TO DECIDE ON WHETHER TO ATTEND TALKS WITH U.S. AS CEASEFIRE DEADLINE TICKS DOWN

*VANCE’S TRIP TO ISLAMABAD ON HOLD: NYT

*US-IRAN DIPLOMATIC PROCESS IS PAUSED WITHOUT IRAN RESPONSE: NYT *VANCE TRIP TO PAKISTAN HAS NOT BEEN CANCLED: NYT *VANCE TRIP ON HOLD AS IRAN DIDN'T RESPOND TO US POSITIONS: NYT

QATARI FOREIGN MINISTRY: ‘PREMATURE’ TO DISCUSS FAILURE OF CURRENT NEGOTIATIONS

TRUMP ADMINISTRATION WARNS IT WILL RUN OUT OF MONEY TO PAY TSA WORKERS IN COMING WEEKS

CEASEFIRE SET TO EXPIRE AT SPECIFIC TIME - NY POST CITES 3 PAKISTANI SOURCES

IDF: HEZBOLLAH ATTACK IS BLATANT VIOLATION OF CEASEFIRE PACT

AT LEAST TEN SHIPS DELAYED IN LOADING OF GRAINS DUE TO TRUCKER PROTEST AT ARGENTINA'S QUEQUEN PORT, SOURCE AT PORT SAYS

ISRAELI MILITARY SAYS HEZBOLLAH LAUNCHED SEVERAL ROCKETS TOWARDS SOLDIERS IN SOUTHERN LEBANON

KALSHI TO LAUNCH CRYPTO TRADING WITH PERPETUAL FUTURES: THE INFORMATION

IRAN FOREIGN MINISTRY SPOKESPERSON SAYS U.S. MOVES AGAINST TWO IRANIAN VESSELS AMOUNT TO 'PIRACY AT SEA AND STATE TERRORISM' AND QUESTIONS U.S. SERIOUSNESS IN NEGOTIATING - STATE TV

$META TO INSTALL TRACKING SOFTWARE ON U.S. EMPLOYEE COMPUTERS TO CAPTURE WORKFLOW DATA FOR AI TRAINING -INTERNAL MEMO META TRACKING TOOL TO CAPTURE MOUSE MOVEMENTS, KEYSTROKES AND SNAPSHOTS OF WHAT EMPLOYEES SEE ON THEIR SCREENS -INTERNAL MEMO

*IRAN SAYS PARTICIPATING OR NOT IN US TALKS UNDECIDED YET: FARS

IRAN DEMANDS U.S. LIFT BLOCKADE BEFORE TALKS Iran says it will only resume cease-fire talks if the U.S. lifts its maritime blockade, casting doubt on planned negotiations in Islamabad. Tehran had signaled it might attend but later set the blockade as a condition. Pakistan is

IRAN SAYS CEASE-FIRE TALKS CAN RESUME ONLY AFTER U.S. LIFTS BLOCKADE -- WSJ

VANCE REMAINS IN WASHINGTON AMID SCHEDULE SHIFT JD Vance is still in Washington DC and taking part in additional policy meetings at the White House, according to Axios. Steve Witkoff and Jared Kushner are also in the U.S., with their plane rerouted toward Washington, possibly

WARSH: TRUMP NEVER ASKED ME TO COMMIT TO RATE CUT AT ANY PARTICULAR MEETING WARSH: I WOULD NEVER DO THAT

WARSH: REPORTERS WHO REPORTED THAT TRUMP PRESSED WARSH TO CUT RATES NEED BETTER SOURCES

🚨 WHITE HOUSE OFFICIAL: VANCE HAS NOT DEPARTED FOR IRAN TALKS

WARSH: AMERICANS HURT BY RISE IN GAS PRICES

VANCE JOINS WHITE HOUSE TALKS, PAKISTAN TRIP UNCERTAIN JD Vance is expected to join further policy meetings at the White House as plans for his trip to Pakistan remain uncertain, according to CNN sources. The meetings aim to define next steps in U.S.–Iran discussions ahead of a

VANCE SET TO TAKE PART IN WHITE HOUSE MEETINGS AS DEPARTURE FOR PAKISTAN REMAINS UNCLEAR: CNN

WARSH: DATA BEING USED TO JUDGE INFLATION IS IMPERFECT

WARSH: TARIFFS NOT WHY INFLATION IS RUNNING HIGH

WARSH: PRESIDENT NEVER ASKED ME TO COMMIT TO ANY RATE DECISION

*US HAS DIRECTED 28 VESSELS TO TURN AROUND OR RETURN TO IRAN

PAKISTAN URGES U.S. AND IRAN TO CONSIDER EXTENDING TEMPORARY CEASE-FIRE - WSJ Mohammad Ishaq Dar urged the U.S. and Iran to extend their temporary cease-fire and continue diplomatic talks as Pakistan prepares to host a second round of negotiations. Islamabad said dialogue is

WARSH: DON'T BELIEVE IN FORWARD GUIDANCE

MORE TANKERS CROSSING HORMUZ THAN TRACKING SHOWS: DUNAND

US NAVY: PLAN TO REQUEST $305 BILLION FOR SHIPBUILDING TO 2031

*BLOOMBERG DOLLAR SPOT INDEX AT SESSION HIGH AS YIELDS, OIL RISE

WARSH: PRESIDENTS TEND TO BE FOR CUTTING RATES WARSH: FED INDEPENDENCE IS UP TO THE FED

WARSH: SAYS WILL BE INDEPENDENT OF TRUMP

SPOT GOLD FALLS 2% TO $4,722.39/OZ

PAKISTAN INFORMATION MINISTER: PAKISTAN MADE SINCERE EFFORTS TO CONVINCE IRANIAN LEADERSHIP TO PARTICIPATE IN SECOND ROUND OF TALKS, EFFORTS CONTINUE

WARSH: FED HAS LOST ITS WAY

PAKISTAN INFORMATION MINISTER: CEASEFIRE ENDS AT 4:50 AM PST. DECISION FROM IRAN TO ATTEND THE TALKS BEFORE END OF TWO WEEKS CEASEFIRE IS CRITICAL

U.S. SENATE MAJORITY LEADER THUNE: REPUBLICANS WILL MOVE FORWARD THIS WEEK ON BUDGET RESOLUTION THAT WILL ALLOW FOR HOMELAND SECURITY FUNDING BILL

WARSH: WE ARE DEALING WITH THE LEGACY OF FED'S POLICY ERRORS

WARSH: NEED FUNDAMENTAL POLICY REFORMS

FED CHAIR NOMINEE KEVIN WARSH: NO MORE PRESSING QUESTION THAN COST OF LIVING

OIL FUTURES EXTEND GAINS, U.S. CRUDE UP BY $1 A BARREL AS SHIPPING TRAFFIC THROUGH THE STRAIT OF HORMUZ STILL LARGELY HALTED

MAERSK: TRANSIT THROUGH STRAIGHT OF HORMUZ 'SHOULD BE AVOIDED'

IRAN SAYS TALKS UNDER ‘FINGER ON THE TRIGGER’ Fatemeh Mohajerani said Iran is negotiating in a state of full military readiness, warning it would respond more forcefully to any renewed attacks. She said Iran’s delegation is led by a field commander with both military and

UPS AND FEDEX HAVE BEGUN FILING FOR SOME TARIFF REFUNDS: CNBC

ANTHROPIC PLANS TO PROVIDE ACCESS TO MYTHOS AI MODEL TO EUROPEAN BANKS SOON-SOURCES

$BTC - BITCOIN WHALES ACCUMULATE AT FASTEST PACE IN A YEAR Bitcoin “whales” added about 45,000 BTC last week, the largest weekly accumulation since July 2025, according to Cex. IO. Whales—wallets holding 100 to 10,000 BTC—bought in sync rather than separately, signaling

FERRARI SETS PRICE FOR FIRST ELECTRIC CAR AT ROUGHLY EUR 550,000

$AAPL - APPLE SHARES DIP 0.2% AFTER AFTER CO NAMES JOHN TERNUS AS NEXT CEO, TIM COOK TO STAY ON AS EXECUTIVE CHAIRMAN

PAKISTAN FOREIGN MINISTER URGES U.S. AND IRAN TO EXTEND CEASEFIRE - PAKISTAN FOREIGN MINISTRY STATEMENT

AI BOOM LIFTS S&P 500 OUTLOOK JPMorgan Chase says the AI trade will push the S&P 500 higher, raising its year-end target to 7,600 (~7% upside), led by strategist Dubravko Lakos-Bujas. The upgrade is driven by strong momentum in AI stocks following Anthropic’s Mythos model, with

TRUMP: NATO IS THE ONE THAT ISNT HELPING

TRUMP: U.S. COULD CONSIDER FINANCIALLY ASSISTING UAE

TRUMP: ISRAEL HAS BEEN GREAT PARTNER FOR US

TRUMP ON IRAN, UAE: CURRENCY SWAP IS UNDER CONSIDERATION TRUMP ON IRAN, UAE: I'M SURPRISED BECAUSE THEY ARE REALLY RICH

*TRUMP: I'D LOVE SOMEBODY TO BUY SPIRIT *TRUMP: MAYBE THE FEDERAL GOVERNMENT SHOULD HELP OUT SPIRIT

Amazon $AMZN One Medical launches national GLP-1 management program with Amazon Pharmacy integration. Prescription delivery to all 50 states plus DC. Developed an electronic model to streamline insurance prior authorization for GLP-1 medications.

TRUMP: 'I'M NOT HAPPY WITH THE SUPREME COURT' REGARDING TARIFF RULING

*TRUMP: BRILLIANT IF AMAZON, APPLE DON'T SEEK TARIFF REFUNDS

TRUMP ON ANTHROPIC: IT'S POSSIBLE WE MIGHT HAVE DEAL

TRUMP: ANTHROPIC STARTED TELLING U.S. MILITARY HOW TO OPERATE AND WE DIDN'T WANT THAT

TRUMP: 'I HAVE ALL THE TIME IN THE WORLD' FOR DEAL

TRUMP ON IRAN: I'M NOT GOING TO BE RUSHED

*TRUMP DEFENDS POWELL PROBE *TRUMP CRITICIZES FED BUILDING COSTS

TRUMP ON FED PROBE: WE HAVE TO FIND OUT ABOUT CONSTRUCTION

TRUMP SAYS POSTURE IS EXPECT TO BE BOMBING IRAN, WE'RE READY TO GO

TRUMP: U.S. MILITARY READY TO GO IN IRAN

TRUMP ON IRAN CEASEFIRE: WE DON'T HAVE THAT MUCH TIME

TRUMP: WE TOTALLY CONTROL THE STRAIT OF HORMUZ

TRUMP: BLOCKADE HAS BEEN A SUCCESS -CNBC INTERVIEW

TRUMP ON IRAN: WE'RE DEALING WITH THEM VERY SUCCESSFULLY

TRUMP: IRAN HAS NO CHOICE BUT TO SEND PEOPLE TO TALKS

SOLOMON: RECESSION RISK COULD CHANGE, 'ONLY ONE TWEET AWAY'

SOLOMON: VERY REASONABLE OIL AT $80-$100/BARREL IN 3-6 MONTHS

CAINE SAYS CAN RESUME IRAN OPERATIONS IN MOMENT'S NOTICE: AXIOS AXIOS REPORTER POSTS ON X ABOUT CAINE'S COMMENTS ON IRAN

PREMARKET RISES AS INVESTORS WATCH IRAN TALKS US futures climb ahead of potential Iran peace negotiations: S&P 500 +0.5%, Nasdaq 100 +0.5%, Dow +0.7% S&P 500 Global markets mostly steady as geopolitics take focus Big movers: 🔸Amazon ( $AMZN) +3% after boosting investment in

ISRAEL WARNS SOUTH LEBANON RESIDENTS TO STAY AWAY South Lebanon residents have been warned by Israel not to return home despite reports of civilians heading south to assess damage. Military spokesperson Avichay Adraee listed multiple restricted villages near Israel’s security

🚨IRAN REPORTEDLY CLOSES STRAIT OF HORMUZ Strait of Hormuz has been declared “closed until further notice” by Iran’s semi-official Tasnim News Agency, which is linked to the Islamic Revolutionary Guard Corps. The report cites a recent “attack” and says the move follows

PayPal $PYPL named official peer-to-peer payments partner of the NFL in a multi-year deal.

🇺🇸 PRESIDENT’S APRIL 21 SCHEDULE President of the United States agenda: 🔸8:00 AM: Executive time 🔸8:30 AM: CNBC interview with Joe Kernen 🔸9:00 AM: Pool call time 🔸1:30–5:00 PM: Policy meetings (Oval Office) 🔸4:00 PM: Remarks to NCAA champions (White House)

VOLKSWAGEN TO ADD VOICE AI TO ITS CHINA CARS THIS YEAR: CNBC

U.S. BOARDS IRAN-LINKED OIL TANKER U.S. forces boarded the sanctioned tanker M/T Tifani in the Indo-Pacific, escalating a naval crackdown on Iran-linked shipping. The vessel, tied to Iran and known for frequently changing flags, was last tracked in the Indian Ocean between Sri

JUST IN: 2 REGIONAL OFFICIALS TELL THE AP THAT US AND IRAN SIGNAL THEY’LL ATTEND A NEW ROUND OF CEASEFIRE TALKS IN ISLAMABAD

GERMANY URGES IRAN TO ENTER TALKS German Foreign Minister Johann Wadephul called on Iran to travel to Islamabad for negotiations with the U.S. Speaking at an EU meeting in Luxembourg, he said U.S. Vice President JD Vance is willing to go to Pakistan and urged Iran to accept the

REVOLUT AIMS FOR $200BN VALUATION IN FUTURE STOCK MARKET LISTING

RUSSIA'S OIL OUTPUT DECLINES IN APRIL BY BETWEEN 300,000 BPD AND 400,000 BPD FROM AVERAGE LEVEL IN FIRST MONTHS OF THIS YEAR, ACCORDING TO FIVE SOURCES AND REUTERS CALCULATIONS

TRUMP EXPECTED TO BE INTERVIEWED ON CNBC THIS MORNING AT 8:30AM

TRUMP: IRAN HAS VIOLATED THE CEASE FIRE NUMEROUS TIMES

RTX $RTX Q1 earnings: • Revenue: $22.08B vs $21.47B est, beat • Adjusted EPS: $1.78 vs $1.52 est, beat • Backlog: $271B FY guidance raised: adjusted sales $92.5-$93.5B (prior $92-$93B), adjusted EPS $6.70-$6.90 (prior $6.60-$6.80).

Yelp $YELP launches Yelp Assistant, transforming local discovery from search to answers and actions.

Northrop Grumman $NOC Q1 earnings: • Revenue: $9.88B vs $9.75B est, beat • EPS: $6.14 vs $6.06 est, beat • Net awards: $9.8B • Backlog: $95.6B Reaffirms 2026 guidance for sales and adjusted EPS. Notes guidance does not reflect impacts from a prolonged government shutdown or

Trump: ‘VIRGINIA, VOTE “NO”TO SAVE YOUR COUNTRY!’

IRAN WAR WARNING: “NEW SURPRISES” READY Iran is preparing for a possible return to war as the ceasefire nears its end. With U.S. demands and a naval blockade stalling new talks, Tehran expects conflict could resume. Recent reports say Iran has spent weeks repositioning forces

Halliburton $HAL Q1 earnings: Revenue: $5.4B vs $5.3B est, beat EPS: $0.55 North America revenue: $2.1B International revenue: $3.3B Repurchased ~$100M in shares during Q1.

Merck $MRK and Eisai’s Phase 3 LITESPARK-012 trial for advanced renal cell carcinoma did not meet dual primary endpoints at interim analysis. Safety profile consistent with prior studies. Results do not affect other ongoing trials in the LITESPARK program.

Quest Diagnostics $DGX Q1 earnings: Revenue: $2.90B vs $2.83B est, beat Adjusted EPS: $2.50 vs $2.35 est, beat FY guidance raised: revenue $11.78-$11.9B vs $11.75B est, adjusted EPS $10.63-$10.83 vs $10.50 est.

TRUMP: BIG FAN OF TIM COOK

TRUMP: TIM COOK WILL CONTINUE TO DO GREAT WORK FOR APPLE

QATAR SAYS COMMUNICATING WITH ALL SIDES IN ISLAMABAD TALKS: AJ

SHOOTING OCCURS AT MEXICO'S TEOTIHUACAN PYRAMIDS - LOCAL MEDIA

IRANIAN FOREIGN MINISTER ARAQCHI TELLS RUSSIAN COUNTERPART THAT IRAN WILL MONITOR U.S. BEHAVIOR AND TAKE THE APPROPRIATE DECISION TO PROTECT ITS INTERESTS AND NATIONAL SECURITY - IRANIAN STATE MEDIA

IRANIAN FOREIGN MINISTER ARAQCHI TELLS RUSSIAN COUNTERPART THAT 'ILLEGAL BEHAVIOR AND CONTRADICTORY POSITIONS' OF U.S. ARE INCOMPATIBLE WITH DIPLOMACY - IRANIAN STATE MEDIA

IRAN'S FOREIGN MINISTER TELLS PAKISTANI COUNTERPART THAT U.S 'CONTINUED VIOLATIONS OF CEASEFIRE' ARE A MAJOR OBSTACLE ON CONTINUATION OF DIPLOMATIC PROCESS - IRANIAN FOREIGN MINISTRY STATEMENT

UnitedHealthcare $UNH eliminates most medical prior authorizations and will speed payments by up to 50% for 1,500 rural hospitals. Rural providers exempted from most prior authorization requirements. Launching hub-and-spoke partnerships for rural health services, expanding pilot

SENIOR PAKISTANI GOVERNMENT SOURCE TO REUTERS: PAKISTAN CONFIDENT IT CAN GET IRAN TO ATTEND TALKS WITH US

IRAN SIGNALS TALKS IN PAKISTAN — BUT CONFUSION REMAINS Iran has told mediators it plans to send a negotiating team to Islamabad on Tuesday for a second round of talks with the US. However, uncertainty persists. A Foreign Ministry spokesperson said there are no current plans for

IRAN PLANS TO SEND NEGOTIATING TEAM TO PAKISTAN ON TUESDAY: WSJ

WELLS FARGO CEO: DON'T THINK PRIVATE CREDIT IS GOING TO CRUMBLE

*LAGARDE: ECB NEEDS MORE DATA BEFORE DRAWING POLICY CONCLUSIONS

WELLS FARGO CEO: PRETTY CLEAR CONSENSUS THAT LOWERING INTEREST RATES WOULD BE THE WRONG THING TO DO UNTIL THERE IS AN END TO THE IRAN CONFLICT IN SIGHT

IRAN REJECTS U.S. PRESSURE, SAYS IT WILL NOT SUBMIT TO FORCE Masoud Pezeshkian said Iran has “deep historical mistrust” of the US and accused American officials of sending “contradictory” and “unconstructive” signals. He stated that meaningful dialogue requires honoring

WARSH: FED MUST STAY STRICTLY INDEPENDENT ON RATES Fed Chair nominee Warsh will tell lawmakers he is committed to keeping monetary policy “strictly independent.” Kevin Warsh In prepared remarks, he also says he will work with the administration and Congress on non-rate-related

WARSH SAYS PRICE STABILITY FED MANDATE WITHOUT EXCUSE: POLITICO

IRAN SENDS TOP TEAM TO PAKISTAN FOR TALKS WITH US: NYT An Iranian delegation will travel to Islamabad on Tuesday for negotiations with the United States, according to two senior Iranian officials.Influential figure Mohammad Bagher Ghalibaf will lead the talks and attend only if

U.S. STOCKS EXTEND FALL, NASDAQ DOWN 1.00%

*OIL EXTENDS GAINS AS TRUMP SAYS CEASEFIRE EXTENSION 'UNLIKELY'

VANCE IS STILL IN THE U.S. AND HAS NOT DEPARTED FOR PAKISTAN, A SOURCE FAMILIAR SAYS

*PRESIDENT SAYS WILL NOT OPEN STRAIT OF HORMUZ UNTIL DEAL SIGNED

*TRUMP SAYS VANCE WILL LEAVE FOR PAKISTAN LATER ON MONDAY

*TRUMP SAYS 'HIGHLY UNLIKELY' HE EXTENDS CEASEFIRE WITH IRAN

U.S. MILITARY: SINCE BEGINNING OF BLOCKADE, U.S. FORCES HAVE DIRECTED 27 VESSELS TO TURN AROUND OR RETURN TO AN IRANIAN PORT

CRUDE OIL LOADINGS FROM SAUDI ARABIA’S YANBU PORT FELL 17% TO ABOUT 3.5 MLN BPD IN THE WEEK BEGINNING APRIL 13, SHIPPING DATA SHOWS

*US-IRAN TALKS ARE PLANNED FOR WEDNESDAY IN PAKISTAN: CNN

TRUMP: ISRAEL NEVER TALKED ME INTO WAR WITH IRAN

VANCE SET FOR IRAN TALKS TRIP TO PAKISTAN Vice President JD Vance is expected to leave Washington Tuesday for Pakistan to join U.S.–Iran talks, according to sources. A second round of negotiations is tentatively set for Wednesday in Islamabad, though timing remains uncertain

GERMANY WARNS MIDDLE EAST CONFLICT RISKS GLOBAL INSTABILITY German Chancellor Friedrich Merz urged Iran and the U.S. to end hostilities and pursue a negotiated deal, warning the conflict is destabilizing far beyond the Middle East. He said the war is already threatening Europe

TRUMP SAYS WILL DISCUSS NUCLEAR WEAPONS WITH IRAN AT TALKS: PBS

TRUMP SAYS 'FINE' IF IRAN NOT AT PAKISTAN TALKS: PBS

TRUMP SAYS IRAN IS SUPPOSED TO BE AT TALKS: PBS

TRUMP, ASKED IF IRAN DOING TALKS, SAYS DON'T KNOW: PBS

TRUMP SAYS BOMBS WILL GO OFF IF CEASEFIRE EXPIRES: PBS

*IEA'S BIROL SAYS FUEL PROBLEMS TO START MOVING TO EUROPE

TRUMP DISMISSES $3 GAS TIMELINE Trump says gas prices will fall as soon as the Iran conflict ends, rejecting his energy secretary’s view that prices may stay above $3 until next year. Gas is currently around $4, with oil near $90+, as supply disruptions and tensions in the

TRUMP SEES GASOLINE PRICES COMING DOWN WHEN WAR ENDS: HILL

IEA'S BIROL: SOME NATIONS HAVEN'T GRASPED SEVERITY OF SITUATION

IEA'S BIROL: WORLD FACES 'VERY SERIOUS' ECONOMIC ISSUE

IEA'S BIROL: IAE OIL RESERVES COULD BE TAPPED AGAIN IF NEEDED

US OIL PARES GAINS TO HIT INTRADAY LOWS NEAR $87/BBI

LEBANESE PARLIAMENT SPEAKER BERRI SAYS THERE IS A U.S. EFFORT TO EXTEND THE CEASEFIRE BETWEEN LEBANON AND ISRAEL, ASHARQ AL-AWSAT NEWSPAPER CITES HIM AS SAYING

TRUMP TELLS NYPOST HE IS WILLING TO MEET WITH SENIOR IRANIAN LEADERS IF BREAKTHROUGH REACHED

VANCE, US DELEGATION TO LAND IN ISLAMABAD WITHIN HOURS: NYP

TRUMP REJECTS GAS PRICE WARNING Trump says gas prices will drop as soon as the Iran war ends, dismissing Energy Secretary Chris Wright’s forecast that prices may stay above $3 until 2027.

SECOND ROUND OF TALKS BETWEEN ISRAEL AND LEBANON WILL TAKE PLACE ON THURSDAY IN WASHINGTON - ISRAELI MEDIA

IRAN: MORE DETAILS ON PAKISTAN CALL TO BE RELEASED LATER

U.S. ECONOMY HOLDS FIRM—BUT RISKS LOOM The U.S. economy has largely shrugged off geopolitical tensions so far, but Barclays warns the resilience may not last. Q1 growth is tracking around 2.3%, supported by government spending and strong AI-related investment. However, consumer

SENIOR IRANIAN OFFICIAL TO REUTERS: IRAN IS POSITIVELY REVIEWING PARTICIPATION IN PEACE TALKS WITH U.S., NO FINAL DECISION HAS BEEN MADE YET

SENIOR IRANIAN OFFICIAL TO REUTERS: POSITIVE EFFORTS ARE UNDERWAY BY PAKISTAN TO END THE U.S. BLOCKADE, ENSURE IRAN'S PARTICIPATION IN TALKS

AI BOOM WON’T AUTOMATICALLY MEAN RATE CUTS Fed chair nominee Kevin Warsh argues an AI-driven productivity surge could allow lower interest rates without stoking inflation. Economist Ed Yardeni disagrees. While also bullish on productivity, he says stronger growth would likely

IRAN REOPENS MAIN AIRPORTS IN CAPITAL TEHRAN: AVIATION AUTHORITY

UAE: DISMANTLED IRAN-LINKED GROUP PLANNING TO DESTABILIZE STATE

IRAN SIGNALS TALKS BACK ON—‘REFUSAL’ WAS TACTICAL Iran’s apparent rejection of a second round of U.S. talks was likely strategic posturing, not a breakdown in negotiations, according to Pakistani sources. Tehran is now open to resuming discussions but has not made a final

MILITARY USE OF NATO JET FUEL PIPE DISRUPTS COMMERCIAL SUPPLY

$TSLA - TESLA TARGET RAISED—EXECUTION RISKS REMAIN Jefferies analyst Philippe Houchois raised Tesla’s price target to $350 (from $300) and kept a Hold rating. He expects Q1 to highlight a widening gap between Tesla’s ambitions and execution, with concerns over funding unless

KUWAIT DECLARES FORCE MAJEURE ON OIL SHIPMENTS ON HORMUZ HALT

HASSETT: TRUMP SAID IRAN PEACE TALKS WILL HAPPEN

$MSTR - STRATEGY BUYS 34,164 BITCOIN FOR AGGREGATE PURCHASE PRICE $2.54B

U.S. TO HOST FURTHER DISCUSSIONS AMONG G20 COUNTRIES ON FOOD AND FERTILIZER IN COMING WEEKS, STATEMENT SAYS G20 FINANCE OFFICIALS DISCUSSED IMPACT OF MIDDLE EAST CONFLICT ON ECONOMY, FOOD SECURITY IN APRIL MEETING, ACCORDING TO CHAIR'S STATEMENT

IRAN SIGNALS NEW TALKS IN ISLAMABAD Iran may send a delegation to Islamabad this week for a second round of talks, according to two Pakistani officials. Speaking anonymously, they expressed cautious optimism that both Iranian and U.S. delegations could attend. Pakistan will not

PAKISTANI SECURITY SOURCE: PAKISTAN ARMY CHIEF MUNIR SPOKE TO TRUMP, TOLD HIM U.S. BLOCKADE OF IRAN PORTS (NOT HORMUZ BLOCKADE) IS HURDLE TO TALKS

U.S. CRUDE FUTURES HIT HIGH OF $91.20/BBL, UP MORE THAN $7

GAS PRICES MAY HAVE PEAKED—RELIEF NOT BEFORE 2027 U.S. gas prices have likely hit their high point and should start falling, according to Energy Secretary Chris Wright. But he warned they may not drop below $3 per gallon until next year.

*BRENT OIL JUMPS 7.3% TO $96.94/B AFTER IRAN AGAIN CLOSES HORMUZ

S&P 500 FUTURES FALL 0.9% IN EARLY TRADE; NASDAQ 100 FUTURES DOWN ALMOST 1%

TRUMP ON IRAN: I DON'T THINK THERE'S TOO MANY SIGNIFICANT DIFFERENCES

TRUMP ON IRAN: TALKS WILL GO ON OVER THE WEEKEND

IRAQ RESUMES SOUTHERN OIL EXPORTS FOLLOWING OVER A MONTH-LONG HALT DUE TO STRAIT OF HORMUZ DISRUPTION, ONE TANKER BEGINS LOADING - FOUR ENERGY SOURCES TO REUTERS

$META - META PLANS TO CARRY OUT FIRST WAVE OF COMPANYWIDE LAYOFFS ON MAY 20, SOURCES SAY META'S MAY 20 LAYOFFS EXPECTED TO HIT ABOUT 10% OF TOTAL WORKFORCE, SOURCE SAYS META IS PLANNING ADDITIONAL FIRM-WIDE CUTS LATER IN 2026, SOURCES SAY

IRAN'S FOREIGN MINISTRY: 60% ENRICHED URANIUM WON'T BE TRANSPORTED OUT OF THE NATION IN ANY WAY

THE TRANSFER OF IRAN'S ENRICHED URANIUM TO THE US HAS NEVER BEEN AN ALTERNATIVE FOR IRAN - IRANIAN FOREIGN MINISTRY SPOKESPERSON TELLS STATE TV

AROUND 20 SHIPS ARE SEEN MOVING FROM THE GULF TOWARDS THE EXIT VIA THE STRAIT OF HORMUZ

IRAN LINKS HORMUZ ACCESS TO CEASEFIRE COMPLIANCE A senior Iranian official says keeping the Strait of Hormuz open depends on both sides honoring ceasefire terms. Major differences with the U.S. remain—especially on nuclear issues—but a preliminary deal could be reached within

SENIOR IRANIAN OFFICIAL TO REUTERS: A PRELIMINARY DEAL COULD BE REACHED IN COMING DAYS, WITH THE POSSIBILITY OF EXTENDING THE CEASEFIRE

SAUDI WARNS HORMUZ RECOVERY WILL TAKE TIME Saudi Arabia’s finance minister says reopening the Strait of Hormuz is a positive step, but energy flows won’t normalize quickly. He stressed that insurance remains a major hurdle, as companies are hesitant to cover shipments without a

IF U.S. BLOCKADE OF HORMUZ STRAIT CONTINUES, IRAN WILL RECIPROCATE -IRANIAN FOREIGN MINISTRY SPOKESPERSON TELLS STATE TV

HORMUZ MESSAGE UNCHANGED, MARKET REACTION SHIFTS Iran’s stance on the Strait of Hormuz is largely unchanged: ships can pass via coordinated routes but must still coordinate with Iranian authorities. Today: 🔸Hormuz is “completely” open to all through the “coordinated route”:

SHIPPING GROUPS WARN HORMUZ STILL UNSAFE Despite political claims of reopening, major maritime bodies urge caution in the Strait of Hormuz. BIMCO says the situation is “not safe,” citing unclear mine risks and advising ships to avoid the area. UK Maritime Trade Operations also

IMF'S GEORGIEVA SAYS MEMBERSHIP AGREED THAT PRICE SHOCK FROM WAR IN MIDDLE EAST WILL INFLICT A TOLL FOR SOME TIME TO COME

TRUMP CLAIMS IRAN TO HALT NUCLEAR PROGRAM INDEFINITELY Trump says Iran has agreed to suspend its nuclear program with no time limit and will not receive any frozen U.S. funds. He described a deal to end the conflict as nearly complete, with further talks expected soon. However,

TRUMP SAYS IRAN AGREED TO SUSPEND ITS NUCLEAR PROGRAM INDEFINITELY, AND WILL NOT RECEIVE ANY FROZEN FUNDS FROM THE US

DALY: COULD LEAVE RATES WHERE THEY ARE; IF INFLATION TOOK OFF WOULD NEED TO RAISE RATES; IF CONFLICT ENDS QUICKLY COULD CUT

DALY: BEFORE OIL PRICE SHOCK, FELT ONE OR TWO CUTS IN 2026 WOULD BE NEEDED

*TRUMP SAYS IRAN AGREED UNLIMITED SUSPENSION OF NUCLEAR PROGRAM

IRAN’S HORMUZ MOVE SIGNALS DIPLOMACY, NOT SAFETY Iran’s claim that the Strait of Hormuz is “open” is seen less as a green light for shipping and more as a signal to advance negotiations with the U.S. The move helped push oil prices down and was welcomed by Washington, though

TRUMP SAYS ONCE A DEAL IS REACHED HE MIGHT GO TO ISLAMABAD BUT HASN'T MADE THAT DETERMINATION

TRUMP: THERE WILL PROBABLY BE MORE TALKS THIS WEEKEND ABOUT AN IRAN DEAL

TRUMP: WE WILL GO IN AT A LEISURELY PACE TO RECOVER URANIUM

TRUMP: U.S. WILL WORK WITH IRAN TO RECOVER ITS ENRICHED URANIUM AND WILL BRING IT BACK TO THE U.S.

TRUMP: NO MONEY WOULD BE EXCHANGING HANDS AS PART OF POTENTIAL DEAL WITH IRAN

SECURITY COMPANY TELLS CLIENTS NOT TO CROSS STRAIT YET AFTER IRAN SAID IT'S OPEN A maritime security firm is urging caution and advising ships not to enter the Strait of Hormuz yet, despite Iran stating it is open. Neptune P2P Group reports clients have been told to wait for

*IRAN TO CLOSE STRAIT OF HORMUZ IF US BLOCKADE PERSISTS: FARS

S&P 500 ON PACE FOR THIRD RECORD CLOSE IN A ROW The S&P 500 broke above 7,100 for the first time, on track for a third straight record close as markets rallied. Stocks rose about 1.3% after reports suggested the Strait of Hormuz may be reopening, boosting hopes of easing

🚨 STATUS OF MINE THREAT IN PARTS OF THE STRAIT OF HORMUZ NOT FULLY UNDERSTOOD AND AVOIDANCE OF AREA SHOULD BE CONSIDERED – US NAVY ADVISORY TO SEAFARERS

🚨 IF U.S. NAVAL BLOCKADE PERSISTS, TEHRAN WILL CONSIDER IT A VIOLATION OF CEASEFIRE AND WILL CLOSE STRAIT OF HORMUZ, IRANIAN OFFICIAL TELLS FARS

U.S. WARNS OF CHINA-IRAN MILITARY COOPERATION U.S. intelligence says China may be considering providing Iran with advanced radar, air defense systems, and satellite support amid the recent U.S.-Israel conflict with Iran. Officials say this could strengthen Iran’s ability to

BENCHMARK EUROPEAN DIESEL FUTURES FALL 15% TO $997.75 A METRIC TON AFTER IRAN ANNOUNCES HORMUZ STRAIT OPEN DURING CEASEFIRE

AXIOS REPORTER BARAK RAVID CITES U.S. OFFICIALS AND SOURCES WITH KNOWLEDGE ON REPORT ON US, IRAN MAKING PROGRESS IN NEGOTIATIONS

U.S. AND IRAN HAVE MADE PROGRESS IN THE NEGOTIATIONS OVER A THREE-PAGE MEMORANDUM OF UNDERSTANDING TO END THE WAR - AXIOS REPORTER ON X

TRUMP: IRAN HAS AGREED TO NEVER CLOSE STRAIT OF HORMUZ AGAIN

CHINA’S DEEPSEEK IS RAISING MONEY FOR FIRST TIME, AT $10 BILLION-PLUS VALUATION- THE INFORMATION

TRUMP: A GREAT AND BRILLIANT DAY FOR THE WORLD

TRUMP: THANK YOU TO PAKISTAN AND ITS GREAT PRIME MINISTER

TRUMP: THIS DEAL IS NOT TIED, IN ANY WAY, TO LEBANON

*TRUMP: IRAN HAS REMOVED OR IS REMOVING ALL SEA MINES

TRUMP: IRAN, WITH HELP OF U.S.A., HAS REMOVED, OR IS REMOVING, ALL SEA MINES

TRUMP: I RECEIVED A CALL FROM NATO ASKING IF WE WOULD NEED SOME HELP TRUMP: I TOLD THEM TO STAY AWAY, UNLESS THEY JUST WANT TO LOAD UP THEIR SHIPS WITH OIL

Trump: 'Israel Will Not Be Bombing Lebanon Any Longer. They Are PROHIBITED From Doing So by the U.S.A. Enough Is Enough!!!'

SENIOR IRANIAN OFFICIAL TELLS REUTERS, WITHOUT GIVING TIMELINE, UNFREEZING OF IRANIAN ASSETS HAS BEEN PART OF AGREEMENT TO OPEN STRAIT OF HORMUZ

SHIPPING ASSOCIATION BIMCO SAYS AWAITING MORE DETAILS ON IRAN ANNOUNCING STRAIT OF HORMUZ OPENING BEFORE CAN COMMENT

🚨 TRUMP: ISRAEL WILL NOT BE BOMBING LEBANON ANY LONGER

🚨 TRUMP: THIS DEAL IS IN NO WAY SUBJECT TO LEBANON, EITHER, BUT USA WILL, SEPARATELY, WORK WITH LEBANON

🚨 SENIOR IRAN MILITARY OFFICIAL SAYS COMMERCIAL VESSELS CAN PASS STRAIT OF HORMUZ ALONG DETERMINED ROUTE AND WITH PERMISSION OF REVOLUTIONARY GUARDS NAVY - STATE TV

LUTNICK: US GROWTH WILL HIT 6% UNDER TRUMP

🚨 IRAN TV: SHIPS PASSING THROUGH HORMUZ NEED IRGC COORDINATION

LUTNICK: STRAIT OF HORMUZ IS OPEN AND SHIPS ARE MOVING

NORWEGIAN SHIPOWNERS' ASSOCIATION CEO: SITUATION IN THE STRAIT OF HORMUZ REMAINS UNRESOLVED, WITH A NUMBER OF OUTSTANDING UNCERTAINTIES, INCLUDING QUESTIONS RELATED TO PRESENCE OF SEA MINES, APPLICABLE IRANIAN CONDITIONS, AND PRACTICAL IMPLEMENTATION NORWEGIAN SHIPOWNERS'

🚨 IRAN MILITARY OFFICIAL SAYS MILITARY VESSELS NOT ALLOWED TO PASS STRAIT OF HORMUZ - STATE TV

$MOS $CF - U.S. FERTILIZER STOCKS DROP AFTER IRAN SAYS HORMUZ STRAIT OPEN CF INDUSTRIES DROPS 10.7%, MOSAIC SLIDES 1.5%

$INTC - *INTEL SHARES RISE 1.5% TO HIT HIGHEST LEVEL SINCE 2000

🚨 EU WOULD PREPARE A POSSIBLE COORDINATED RELEASE OF JET FUEL STOCKS IF SITUATION IN THE STRAIT OF HORMUZ CONTINUES - EU SPOKESPERSON

🚨 HAPAG-LLOYD ON REOPENING OF STRAIT OF HORMUZ:FOR TIME BEING, WE WILL REFRAIN FROM PASSING THROUGH STRAIT

🚨 HAPAG-LLOYD ON REOPENING OF STRAIT OF HORMUZ:NOW BEGINNING TO ASSESS NEW SITUATION AND RISKS IT POSES

🚨 HORMUZ “OPEN” BUT UNCERTAINTY REMAINS Iran’s claim that the Strait of Hormuz is fully open hasn’t reassured the shipping industry. Analysts say the announcement lacks key details—especially on whether Iran will still charge transit fees or enforce specific routes—leaving

Markets ripparonie after Iran opens the Strait of Hormuz: Dow +503 (+1.04%) S&P 500 +45 (+0.65%) Nasdaq +227 (+0.94%) Russell 2000 hits first intraday record since the war began Cruise lines surging: Carnival $CCL +6.2%, Norwegian $NCLH +6.5%, Royal Caribbean $RCL +6.4%

TRADERS NOW SEE ABOUT A 60% CHANCE OF A FED RATE CUT BY DECEMBER, BASED ON FED FUND FUTURES PRICES

U.S. SHORT-TERM INTEREST-RATE FUTURES RISE, TRADERS PRICE A RISING CHANCE OF FED RATE CUT IN 2026

SPOT GOLD EXTENDS GAIN, LAST UP 2% AT $4,881.81/OZ

NASDAQ 100 FUTURES EXTEND GAIN TO 1%

BRENT OIL FALLS AS MUCH AS 10% AS IRAN SAYS HORMUZ FULLY OPEN

TRUMP: IRAN SAYS STRAIT FULLY OPEN, READY FOR PASSAGE

ECB'S LAGARDE: NFLATION COULD TURN OUT HIGHER THAN THE BASELINE, IN PARTICULAR IF INFLATION EXPECTATIONS AND WAGE GROWTH WERE TO RISE IN RESPONSE MORE THAN EXPECTED

ECB'S LAGARDE: THE UNCERTAINTY SURROUNDING THE OUTLOOK FOR EURO AREA INFLATION HAS INCREASED SIGNIFICANTLY FOLLOWING THE OUTBREAK OF THE WAR IN THE MIDDLE EAST

FED SWAPS SEE DOVISH SHIFT; PRICE 15 BPS RATE CUTS BY DECEMBER

U.S. S&P 500 E-MINI FUTURES UP 0.8%, NASDAQ FUTURES UP 0.9%, DOW FUTURES UP 1.1%

TOP ALERT - BRENT CRUDE OIL, WTI FUTURES DOWN MORE THAN 8% AFTER IRAN FOREIGN MIN DECLARES PASSAGE FOR ALL COMMERCIAL VESSELS THROUGH HORMUZ OPEN

$20B FOR URANIUM DEAL? The U.S. and Iran are negotiating a plan to end the conflict, centered on a U.S. proposal to release $20 billion in frozen funds in exchange for Iran giving up its enriched uranium stockpile. Talks may resume Sunday in Islamabad, mediated by Pakistan with

EUROPEAN GAS FALLS AS MUCH AS 7.4% AS IRAN SAYS HORMUZ IS OPEN

🚨 - IRAN’S FOREIGN MINISTER ARAGHCHI SAYS: PASSAGE OF VESSELS THROUGH HORMUZ STRAIT WILL BE ON THE COORDINATED ROUTE AS ALREADY ANNOUNCED BY PORTS AND MARITIME ORGANISATION OF IRAN

S&P 500 FUTURES, NASDAQ 100 FUTURES CLIMB TO SESSION HIGHS

US TREASURY YIELDS DECLINE ON REPORT US AND IRAN NEGOTIATING THREE PAGE PLAN TO END WAR

WTI OIL DOWN OVER 5% ON REPORT US MULLS UNFREEZING IRAN FUNDS

US- IRAN TALKS EXPECTED IN ISLAMABAD, LIKELY ON SUNDAY: AXIOS

TRUMP SIGNALS FLEXIBILITY IN IRAN TALKS Reports citing a senior Gulf official say U.S. President Donald Trump may offer new concessions in negotiations with Iran. The official added that Trump is serious about the talks and aims to resolve the issue.

BITCOIN RISES TO 10-WEEK HIGH OF $76,336 - LSEG

OPENAI TO SPEND MORE THAN $20 BILLION ON CEREBRAS CHIPS, RECEIVE EQUITY STAKE - THE INFORMATION

SLASH HITS $1.4B WITH AI PUSH Slash Financial raised $100M, reaching a $1.4B valuation. The startup, run by two 24-year-old founders, now makes nearly $300M in revenue. It offers banking tools for small businesses and is launching an AI agent to automate financial tasks. After

IRAN STRESSES NEED FOR FULL ISRAELI WITHDRAWAL FROM SOUTHERN LEBANON -IRANIAN MEDIA CITING FOREIGN MINISTRY SPOKESPERSON

IRAN WELCOMES CEASEFIRE IN LEBANON, SAYING IT WAS PART OF IRAN-U.S. CEASEFIRE UNDERSTANDING MEDIATED BY PAKISTAN -IRANIAN MEDIA CITING FOREIGN MINISTRY SPOKESPERSON

Alcoa $AA Q1 earnings: Revenue: $3.19B vs $3.30B est, miss Adjusted EPS: $1.40 vs $1.49 est, miss Adjusted net income: $373M vs $392M est

Netflix $NFLX Q1 earnings: Revenue: $12.25B vs $12.18B est, beat EPS: $1.23 vs $0.76 est, beat Net income: $5.28B Free cash flow: $5.09B Q2 guidance light: EPS $0.78 vs $0.84 est, revenue $12.57B vs $12.63B est. Full year 2026 guidance unchanged. Now sees 2026 FCF ~$12.5B.

IRAN'S PARLIAMENT SPEAKER GHALIBAF ON LEBANON CEASEFIRE: WE'LL DEAL WITH CEASEFIRE WITH CAUTION

US OFFICIALS INFORM EUROPEAN COUNTRIES OF WEAPONS DELIVERY DELAYS AMID IRAN WAR, SOURCES SAY

US OIL BOSSES WARN DONALD TRUMP TO STAND FIRM AGAINST IRAN’S HORMUZ TOLL - FT

TRUMP: EUROPEANS SHOULD BE BUYING MORE GAS AND OIL FROM THE US

TRUMP: NATO WASN'T THERE FOR US

TRUMP: NOT HAPPY WITH AUSTRALIA; WEREN'T THERE WHEN WE NEEDED THEM WITH HORMUZ

TRUMP: IRAN HAS AGREED TO ALMOST EVERYTHING

*TRUMP: LOOKING FORWARD TO BEING IN CHINA

TRUMP: IF DEAL HAPPENS, OIL GOES DOWN, PRICES GO DOWN AND INFLATION GOES DOWN

TRUMP: I BELIEVE WE HAVE A FAIRLY SUCCESSFUL NEGOTIATION UNDERWAY; I WOULD EXTEND THE TRUCE IF NECESSARY

TRUMP: OIL PRICES ARE ROUGHLY HALF OF WHAT WAS ANTICIPATED

TRUMP: I HAVE A RIGHT TO DISAGREE WITH THE POPE

TRUMP: GAS PRICES ARE NOT VERY HIGH

*NETANYAHU: I AGREED TO 10-DAY CEASEFIRE IN LEBANON

TRUMP: IRAN HAS AGREED TO GIVE US BACK THE NUCLEAR DUST

TRUMP: IRAN'S AGREED THAT THEY WON'T HAVE A NUCLEAR WEAPON

White House moves to give US agencies access to Anthropic's Mythos model, per Bloomberg. $PLTR

GULF, EUROPEAN OFFICIALS SEE US NEEDING 6 MONTHS FOR IRAN DEAL

TRUMP: I WILL BE INVITING NETANYAHU, AND PRESIDENT OF LEBANON AOUN, TO WHITE HOUSE FOR FIRST MEANINGFUL TALKS BETWEEN ISRAEL AND LEBANON

ASKED WHETHER HEZBOLLAH WOULD COMMIT TO TRUCE, FADLALLAH SAID EVERYTHING IS TIED TO ISRAEL'S COMMITMENT TO HALT ALL FORMS OF HOSTILITIES

HEZBOLLAH LAWMAKER HASSAN FADLALLAH: WE WERE INFORMED BY IRAN'S AMBASSADOR IN BEIRUT THAT ONE-WEEK CEASEFIRE COULD BEGIN THIS EVENING

Walmart $WMT expands access to weight management support services for customers on or exploring GLP-1s.

*TRUMP: LEBANON, ISRAEL AGREE ON 10-DAY CEASEFIRE

TRUMP: DIRECTED JD VANCE AND RUBIO TO WORK WITH ISRAEL AND LEBANON TO ACHIEVE A LASTING PEACE

10-DAY CEASEFIRE AGREED I’ve had productive talks with President Joseph Aoun of Lebanon and Prime Minister Benjamin Netanyahu of Israel. Both leaders have agreed to begin a formal 10-day ceasefire starting Tuesday at 5 p.m. EST to move toward peace. This follows their first

TRUMP: THEY WILL FORMALLY BEGIN A 10 DAY CEASEFIRE AT 5 P.M. EST. ON TUESDAY

TRUMP: EXCELLENT CONVERSATIONS WITH HIGHLY RESPECTED PRESIDENT JOSEPH AOUN, OF LEBANON, AND PRIME MINISTER BIBI NETANYAHU

ISRAELI SOURCE TO REUTERS: A CEASEFIRE IN LEBANON COULD BE ANNOUNCED AS SOON AS TONIGHT APRIL 16

AN ISRAELI DEFENSE OFFICIAL SAID A CEASEFIRE COULD BE ANNOUNCED ON THURSDAY NIGHT. "WE ARE AT A CROSSROADS. NOTHING IS FINAL BUT IT COULD HAPPEN TODAY," THE OFFICIAL SAID - AXIOS REPORTER

ISRAELI DEFENSE MINISTER: IRAN AT A CROSSROADS LEADING TO ABANDONING TERRORISM AND THE NUCLEAR PROGRAM OR TO THE ABYSS

PAKISTANI FOREIGN MINISTRY SPOX: NO SPECIFIC DATES YET FOR A NEW ROUND OF TALKS

CHINA FOREIGN MINISTER: PRIORITY IS TO PUSH US, IRAN BACK TO NEGOTIATION

*IRAN TOLD PAKISTAN THAT US MUST FULFILL COMMITMENTS: TASNIM *IRAN EMPHASIZED US MUST DROP 'EXCESSIVE DEMANDS': TASNIM

HEGSETH: IRAN'S SUPREME LEADER IS BELIEVED TO BE WOUNDED AND ALIVE

HEGSETH: WE WOULD WELCOME OTHER COUNTRIES COMING IN TO HELP WITH STRAIT OF HORMUZ

HEGSETH: IRAN'S MOTIVATION TO STAY IN CEASEFIRE IS HIGH

*US JOBLESS CLAIMS 207,000 IN APRIL 11 WEEK; EST. 213K

LEBANESE EMBASSY IN WASHINGTON INFORMED U.S. ADMINISTRATION THAT LEBANESE PRESIDENT WOULD NOT SPEAK TO ISRAELI PM, TWO LEBANESE OFFICIALS SAY

THERE IS NO CALL PLANNED BETWEEN LEBANESE PRESIDENT AND ISRAELI PM IN NEAR FUTURE, THREE LEBANESE OFFICIALS SAY

TOP U.S. GENERAL CAINE: US FORCES READY TO RESUME AT A MOMENT'S NOTICE

HEGSETH TO IRAN: I HOPE YOU CHOOSE A DEAL WHICH IS WITHIN YOUR GRASP

HEGSETH SAYS IRAN IS DIGGING OUT BOMBED OUT LAUNCHERS

HEGSETH: US LAUNCHING OPERATION 'ECONOMIC FURY'

HEGSETH: FOR AS LONG AS IT TAKES, WE WILL MAINTAIN BLOCKADE

IMF: ASIAN CENTRAL BANKS SHOULD LOOK THROUGH ENERGY SHOCK BUT TIGHTEN POLICY IF INFLATION EXPECTATIONS BECOME DE-ANCHORED

VESSELS SUSPECTED OF CARRYING CONTRABAND TO IRAN ARE SUBJECT TO "BELLIGERENT RIGHT TO VISIT AND SEARCH" AND SEIZURE REGARDLESS OF LOCATION - ADVISORY

US MILITARY WIDENS SCOPE OF IRAN SHIPPING BLOCKADE TO INCLUDE CONTRABAND ITEMS SUCH AS MUNITIONS, WEAPONS - ADVISORY NOTE

EUROPE FACES FUEL CRUNCH AS GLOBAL ENERGY CRISIS DEEPENS Europe may have only six weeks of jet fuel left, according to International Energy Agency chief Fatih Birol, who warns flight cancellations could begin soon if oil flows remain disrupted by the Iran war. Birol described

*EUROPE HAS 'MAYBE' 6 WKS OF JET FUEL LEFT, IEA HEAD SAYS: AP

RUSSIA REPORTS AN ATTACK ON AN OIL TANKER IN ITS WATERS, SAYS TASS

ISRAEL SEEKS BUFFER ZONE AND OPERATIONAL FREEDOM IN ANY LEBANON CEASEFIRE DEAL: WSJ

CEASEFIRE BETWEEN ISRAEL AND LEBANON EXPECTED ‘SOON’, SAY LEBANESE OFFICIALS - FT

Spirit Airlines $SAVE at risk of facing liquidation as fuel costs bite, per Bloomberg.

JPMorgan $JPM CEO Jamie Dimon reports open market sale of 130,488 shares at $306.56/share (~$40M), per SEC filing.

IRAN'S PARLIAMENT SPEAKER GHALIBAF: US MUST COMPLY WITH AGREEMENT IRAN'S PARLIAMENT SPEAKER GHALIBAF: RESISTANCE AND IRAN ARE ONE SOUL, BOTH IN WAR AND IN CEASEFIRE IRAN'S PARLIAMENT SPEAKER GHALIBAF: US SHOULD WITHDRAW FROM “ISRAEL FIRST” MISTAKE

IRAN, PAKISTAN TO DISCUSS IN DETAIL IN TEHRAN ON THURSDAY MESSAGES EXCHANGED BETWEEN IRAN, U.S. SINCE SUNDAY -TASNIM

RECORD HIGHS ON IRAN HOPE U.S. stocks hit new records as optimism over easing Iran tensions lifted risk appetite. The S&P 500 topped 7,000 and the Nasdaq passed 24,000, led by megacap tech, while attention turns to upcoming earnings.

S&P 500 POSTS RECORD CLOSING HIGH FOR FIRST TIME SINCE JANUARY 27

*ALLBIRDS SHARES SOAR BY RECORD 582% ON PIVOT

NASDAQ REGISTERS RECORD CLOSING HIGH FOR THE FIRST TIME SINCE OCTOBER 29

*S&P 500 CLOSES UP 0.8%, NASDAQ GAINS 1.6%

NASDAQ HITS RECORD INTRADAY HIGH, FIRST TIME SINCE OCTOBER

$BTC BITCOIN BREAKS ABOVE $75,000

*US, IRAN TALKS LIKELY TO RETURN TO PAKISTAN NEXT WEEK: MS NOW *MS NOW CITES TWO PAKISTANI OFFICIALS ON US-IRAN TALKS

Peloton $PTON faces $100M+ tariff exposure on Section 232 change, per UBS.

JUST IN: Live Nation $LYV illegally monopolized ticketing markets, a New York federal jury found, per Bloomberg.

MAJORITY OF U.S. SENATE VOTES TO BLOCK EFFORT TO FORCE TRUMP TO END IRAN STRIKES WITHOUT LAWMAKERS' APPROVAL, VOTING CONTINUES U.S. SENATE VOTES 52 TO 47 TO BLOCK RESOLUTION THAT WOULD HAVE PREVENTED FURTHER US IRAN STRIKES WITHOUT CONGRESSIONAL APPROVAL

US COMMODITY FUTURES TRADING COMMISSION CHAIRMAN TO PLEDGE TO CONGRESS HE WILL PUNISH FRAUD, INSIDER TRADING, WRITTEN REMARKS SHOW CFTC CHAIRMAN MICHAEL SELIG SAYS: 'WE WILL FIND YOU AND YOU WILL FACE THE FULL FORCE OF THE LAW'

$GOOGL - ALPHABET POISED FOR $100 BILLION WINDFALL ON SPACEX INVESTMENT

U.S. CRUDE OIL FUTURES SETTLE AT $91.29/BBL, UP 1 CENTS, 0.01 PCT

CASHTAGS NOW AVAILABLE GLOBALLY ON IOS, SAYS NIKITA BIER

NORWAY STICKS WITH U.S. STOCKS DESPITE WAR RISKS Norway’s $2.1T sovereign wealth fund will keep ~50% of its assets in U.S. equities, citing the strength of American markets despite Iran war fallout. Officials flag risks from higher energy prices and slower growth but show no

OIL FUTURES PARE GAINS, U.S. AND BRENT CRUDE TURN NEGATIVE, ON REUTERS STORY IRAN COULD ALLOW SHIPS TO PASS ON OMAN SIDE OF STRAIT OF HORMUZ

CHINA CONSIDERS CURBS ON SOLAR TECH EXPORTS TO U.S. China is weighing limits on exporting advanced solar manufacturing equipment to the U.S., a move that could disrupt American factory expansion and slow domestic production plans. The potential restrictions target high-end tech

NETANYAHU: OUR FORCES CONTINUE TO STRIKE HEZBOLLAH; WE ARE ABOUT TO OVERWHELM BINT JBEIL

IRAN COULD CONSIDER SHIPS BEING ABLE TO SAIL THROUGH OMAN SIDE OF STRAIT OF HORMUZ WITHOUT INTERFERENCE OR ATTACK AS PART OF A DEAL WITH U.S. - SOURCE CLOSE TO TEHRAN IRAN WILL MAINTAIN CONTROL OVER ITS WATERS IN THE STRAIT OF HORMUZ AND OMAN WILL DECIDE ABOUT ITS OWN SIDE OF

Cadence $CDNS and Google $GOOGL collaborate to scale AI-driven chip design with ChipStack AI Super Agent on Google Cloud.

WHITE HOUSE: TRUMP TO HOLD ROUNDTABLE IN LAS VEGAS TOMORROW

*SAUDI ARABIA’S PIF ON VERGE OF CUTTING SUPPORT FOR LIV GOLF: FT

PENTAGON PREPS CUBA OPTIONS AS TENSIONS RISE The Pentagon is reportedly ramping up contingency planning for a potential Cuba operation, awaiting a decision from President Trump as tensions escalate. While no action is approved, the move signals rising pressure on Havana

Autodesk $ADSK launches Autodesk Assistant across its design and manufacturing product portfolio.

Union Pacific $UNP and Rocky Mountain Steel sign seven-year domestic steel rail contract. Rocky Mountain Steel to open a new long rail mill with $1B+ investment this year. Union Pacific withdraws lawsuit, ending all legal disputes.

U.S. PUBLISHES RADIO WARNING TO SHIPS ABOUT IRAN BLOCKADE The White House and the U.S. military published a clip of a warning to ships, telling them not to breach the blockade of Iranian ports and coastal areas. In a maritime radio message, a U.S. servicemember tells ships

U.S. PROBES POSSIBLE INSIDER TRADING IN OIL FUTURES U.S. regulators are investigating suspicious oil trades placed just before Trump’s Iran policy shifts, including billion-dollar positions minutes ahead of key announcements that moved markets. The probe focuses on volume

US CFTC PROBES OIL TRADES MADE BEFORE TRUMP IRAN POLICY PIVOTS

ECB POLICYMAKERS WARY OF APRIL RATE HIKE AS THERE IS NO EVIDENCE YET OF SECOND ROUND INFLATION EFFECTS-SOURCES

S&P 500 CROSSES ABOVE 7000 POINTS

American Express $AXP March credit data: US consumer card: 1.4% 30-day delinquency rate, 2.2% net write-off rate US small business card: 1.7% 30-day delinquency rate, 2.9% net write-off rate

TESLA $TSLA SHARES SET FOR BIGGEST ONE-DAY JUMP IN OVER NINE MONTHS, LAST UP 7.9%

TESLA SHARES SET FOR BIGGEST ONE-DAY JUMP IN OVER NINE-MONTHS, LAST UP 7.9%

META $META REORGANIZES REALITY LABS TO ‘EXECUTE FASTER’ - THE INFORMATION

🚨 SOURCE TO REUTERS: ISRAEL EXPECTS THE CEASEFIRE WITH IRAN WILL BE EXTENDED

ECB TO WARN EURO ZONE BANKERS ABOUT NEW ANTHROPIC AI MODEL RISKS - SOURCE ECB SUPERVISORS GATHER INFORMATION ABOUT NEW MYTHOS MODEL - SOURCE

U.S. STOCKS EXTEND GAINS, NASDAQ UP 1.00%

🚨 *US, IRAN SAID TO WEIGH EXTENDING THEIR CEASEFIRE BY TWO WEEKS

IRAN ABANDONS DARK-FLEET INTERMEDIARIES TO SELL ITS OIL Iran has ended its long-running reliance on intermediaries and shadow networks to sell oil, handing full export control back to its state oil company after IRGC-linked operatives were reportedly killed. With ship-to-ship

*REEVES: IT WAS A MISTAKE TO END TALKS ON IRAN AND MOVE TO WAR *REEVES: NOT CONVINCED WE'RE SAFER NOW THAN WE WERE BEFORE WAR *REEVES: DEESCALATION AND OPENING OF HORMUZ ARE KEY PRIORITIES *REEVES: GROWTH WILL BE HIGHER, INFLATION LOWER IF WAR ENDS

GERMAN DEFENCE MINISTER: THERE IS NO QUICK OPENING OF THE STRAIT OF HORMUZ IN SIGHT

*TOTAL US OIL EXPORTS JUMP TO RECORD HIGH, EIA SAYS

U.S. DIESEL FUTURES EXTEND GAINS, UP 2.4%, AFTER EIA STORAGE REPORT

IMF'S GEORGIEVA: SHORTAGES ARE NOT GOING TO EVAPORATE OVERNIGHT EVEN IF THE WAR ENDS, TANKERS ARE SLOW-MOVING

IMF'S GEORGIEVA: THERE ARE SHORTAGES OF OIL AND GAS, NAPTHA, HELIUM AND OTHER PRODUCTS IN ASIA

HEZBOLLAH LAWMAKER IBRAHIM AL-MOUSSAWI TELLS REUTERS IRANIAN, REGIONAL EFFORTS COULD LEAD TO LEBANON CEASEFIRE 'SOON'

LEBANESE OFFICIALS SAY CEASEFIRE DURATION IN LEBANON LIKELY LINKED TO U.S.-IRAN TRUCE

FIRST CRUDE TANKER PASSES HORMUZ AFTER U.S. BLOCKADE A Malta-flagged VLCC became the first crude carrier to transit west through the Strait of Hormuz since the U.S. blockade on Iranian ports began. After a two-day wait in the Gulf of Oman, it crossed the strait overnight and is

PAKISTAN ARMY CHIEF WILL SOON ARRIVE IN TEHRAN 'TO NARROW GAPS BETWEEN IRAN AND U.S.' TO PREVENT RESUMPTION OF WAR, SENIOR IRANIAN SOURCE TELLS REUTERS

U.S. Army orders six Boeing $BA CH-47F Block II Chinooks in a $324M contract.

HASSETT: WE BELIEVE THE SPIKE IN OIL PRICES WILL BE QUITE TEMPORARY

🚨 ISRAELI SECURITY CABINET TO CONVENE TO DISCUSS POSSIBLE LEBANON CEASEFIRE AT 8 PM (1700 GMT), SENIOR ISRAELI OFFICIAL SAYS

NAHB APRIL INDEX OF CURRENT SINGLE-FAMILY HOME SALES 37 VERSUS REVISED 41 IN MARCH (PREVIOUS 42)

U.S. AND IRAN HAVE AGREED IN PRINCIPLE TO MEET BUT HAVEN’T DECIDED ON A DATE AND VENUE- WSJ

🚨 CEASEFIRE TALKS STALL DESPITE PUSH TO EXTEND Regional mediators are trying to extend the U.S.–Iran cease-fire and restart talks after failed negotiations in Islamabad, but no date or venue has been set. A new round is unlikely before Pakistan completes its regional diplomatic

GERMANY'S MERZ WILL TRAVEL TO PARIS ON FRIDAY FOR CONFERENCE ON MULTILATERAL MISSION ON STRAIT OF HORMUZ - SOURCE

IMF'S VALDES: THE MORE TIME THE U.S. WAITS ON DEBT CONSOLIDATION, THE MORE PRESSURE COULD BUILD DOWN THE ROAD

🚨 PAKISTANI DELEGATION ON WAY TO IRAN TO CONVEY U.S. MESSAGE AND PLAN FOR SECOND ROUND OF TALKS - IRANIAN STATE MEDIA

ROBINHOOD SHARES GAIN 4%; US SEC APPROVES PLAN TO REMOVE CURRENT DAY-TRADING MARGIN

ASML CEO: AI INVESTMENTS TRANSLATE INTO A LOT OF DEMAND FOR ADVANCED MEMORY, LOGIC ASML CEO: SUPPLY WON'T MEET DEMAND IN FORESEEABLE FUTURE ASML CEO: CUSTOMERS TELL US THEY ARE SOLD OUT FOR 2026 ON MEMORY ASML CEO: SUPPLY CONSTRAINTS WILL LAST BEYOND THIS YEAR

RETAIL TRADING BOOM PUSHES KALSHI INTO COMMODITIES Kalshi is launching new commodity prediction markets (oil, gas, metals, ags) after a surge in retail trading, with oil contracts among its fastest-growing. The expansion taps geopolitical volatility, but institutions mostly

IMF: IN ADVERSE CIRCUMSTANCES, GLOBAL GOVERNMENT DEBT COULD HIT 117% OF GDP IMF: PROLONGED CONFLICT IN MIDDLE EAST COULD PUSH DEBT TO 121% OF GDP

IMF SEES 'NO DEBT CONSOLIDATION PLAN IN SIGHT' FOR U.S.

IMF SEES U.S. AND CHINA DRIVING RISE IN GLOBAL GOVERNMENT DEBT

IMF SEES GLOBAL GOVERNMENT DEBT MATCHING ANNUAL OUTPUT IN 2029, A YEAR EARLIER THAN EXPECTED

GAS PRICES THREATEN TO ERASE TAX REFUND BOOST Refunds rose 14% YoY (avg. $3,462, +11%) but came in slightly below expectations, offering only a modest lift to consumption. A ~15% jump in gas prices (~$3.60+) could fully offset that gain, leaving overall consumer spending flat

IRAN'S TASNIM: US-SANCTIONED SHIP GOLBON PASSED THROUGH HORMUZ

FED'S HAMMACK: THERE ARE ARE RISKS FED COULD GO EITHER WAY WITH INTEREST RATE TARGET

FED'S HAMMACK: HIGH ENERGY COULD BRING INFLATION BUT COULD ALSO WEIGH ON GROWTH

FED'S HAMMACK: KEY IS HOW HIGH ENERGY PRICES GET AND HOW LONG THEY STAY HIGHT- CNBC

BESSENT: TREASURY SEES NO SYSTEMIC RISK IN PRIVATE CREDIT

BESSENT: ON TRACK FOR MID-MAY MEETING WITH CHINA

US MARCH IMPORT PRICES RISE 0.8% M/M EST. +2.0% US MARCH EXPORT PRICES RISE 1.6% M/M EST. +1.5%

IMPORT PRICE SPIKE DRIVEN BY ENERGY, CORE MUTED Scale: Import prices +0.8% (vs +2.0% est); export prices +1.6%; petroleum +9.4%; non-petroleum +0.1% Action: Energy costs jump while core import prices barely move Outcome: Headline inflation lifts, but underlying pressure stays

BESSENT: LOOKING TO TRY TO KEEP RETAIL GAS STATIONS HONEST

BESSENT: MICRO DATA POINTS ON THE ECONOMY HAVE BEEN GREAT -CNBC INTERVIEW

BESSENT: MARKET TELLS ME THERE HAS BEEN NO TRANSFER FROM OIL PRICES TO INFLATION EXPECTATIONS

BESSENT ON ECONOMY, WAR IMPACT: THIS QUARTER WILL BE SLOWER THAN IT WAS -CNBC

BESSENT ON FED: WOULD BE READY TO CUT RATES, HAVE OPEN MIND TO MORE CUTS SINCE WAITED LONGER -CNBC INTERVIEW

🚨 IRAN'S FOREIGN MINISTRY SPOKESPERSON SAYS NO SPECIFIC DATE HAS BEEN SET FOR TALKS YET - MEHR NEWS AGENCY

🚨 TRUMP ON IRAN: WE COULD TAKE OUT THEIR BRIDGES, POWER PLANTS, IN ONE HOUR -FOX BUSINESS INTERVIEW

🚨 THE U.S. HAS NOT AGREED TO AN EXTENSION OF THE CEASEFIRE- AXIOS REPORTER ON X

IRAN'S FOREIGN MINISTRY SPOKESPERSON SAYS REPORTS ABOUT CEASEFIRE EXTENSION ARE NOT CONFIRMED - STATE MEDIA

IRAN BAGHAEI: FOR NOW, EXTENDING THE CEASEFIRE IS NOT APPROVED

IMF GROWTH FORECAST STILL TOO ROSY Scale: IMF sees 2026 global GDP at 3.1% (down from 3.3%); Oxford sees 2.9% Action: Oxford factors in higher oil, with Brent at $90 (+$10 vs IMF) Outcome: Growth likely undershoots as advanced economies and energy costs drag Oxford Economics

TRUMP: 'THIS SITUATION WILL NEVER HAPPEN AGAIN'

*TRUMP: CHINA HAPPY I AM OPENING STRAIT OF HORMUZ PERMANENTLY

TRUMP: CHINA, U.S. ARE WORKING TOGETHER SMARTLY, AND VERY WELL

TRUMP ON IRAN: CHINA AGREED NOT TO SEND WEAPONS TO IRAN

IRAN STATES THAT IF ONE PARTY BREAKS A DEAL, THE OTHER IS FREE TO DO THE SAME

IRAN'S BAGHAEI: THE LEVEL AND TYPE OF NUCLEAR ENRICHMENT IS NEGOTIABLE

IRANIAN FOREIGN MINISTRY: WE DO NOT CONFIRM ANY DETAILS MENTIONED BY WESTERN MEDIA ABOUT THE NEGOTIATIONS

IRAN'S FOREIGN MINISTRY SPOKESPERSON SAYS EXCHANGE OF MESSAGES WITH U.S. THROUGH PAKISTAN CONTINUES - STATE MEDIA

TRUMP ON IRAN: THEY'RE GOING TO MAKE A DEAL -FBN

TRUMP, ASKED ABOUT BANKS AND A.I. RISKS: A.I. COULD LEAD TO GREATNESS IN BANKING SYSTEM -FBN

TRUMP ON FED: THINK RATES WILL GO LOWER WHEN WARSH GETS IN

TRUMP ON FED'S POWELL: IF HE DOESN'T LEAVE, I HAVE TO FIRE HIM

TRUMP ON IRAN: STRAIT IS OPENING

TRUMP ON FED: I HOPE WARSH GETS CONFIRMED NEXT WEEK - INTERVIEW

*US, IRAN GAVE 'IN PRINCIPLE AGREEMENT' TO EXTEND TRUCE: AP

*US, IRAN AGREE 'IN PRINCIPLE' ON EXTENDING TRUCE: AP

FINANCE MOVES ON 𝕏 𝕏 has long been the go-to source for traders and investors, influencing billions in daily decisions through the Timeline. Today, we’re launching Cashtags on iPhone in the US and Canada—bringing real-time financial data directly into 𝕏. How it works:

VANCE: LOT OF MISTRUST BETWEEN U.S. AND IRAN, CAN'T BE SOLVED OVERNIGHT

VANCE ON IRAN: FEEL GOOD ABOUT WHERE WE ARE

Broadcom $AVGO extends partnership with Meta $META to deploy multi-gigawatt custom silicon (MTIA). Initial commitment exceeds 1GW in first phase. Collaboration on next-gen AI accelerator chips over the next three years, delivering through 2029. Broadcom CEO Hock Tan to

Coinbase $COIN is in talks with Anthropic about the Mythos model, per The Information. id like access to it too plz

Anthropic preps Opus 4.7 model and AI design tool, per The Information. $ADBE $FIG

*PAKISTAN PUSHES FOR IRAN-US TALKS THIS WEEK: NYT

US NAVY NOT ESCORTING ANY SHIPS THROUGH HORMUZ STRAIT: CNN

ECB'S MAKHLOUF: NOT IMPOSSIBLE FED AND ECB TAKE DIFFERENT PATHS IN THE SHORT TERM

FRANCE WARNS HORMUZ CRISIS MUST END WITHIN WEEKS French Finance Minister Roland Lescure says the global economy can absorb the shock from the Strait of Hormuz crisis only if it is resolved within weeks, warning a prolonged conflict would trigger severe economic damage. He says

HORMUZ TRAFFIC CONTINUES DESPITE US BLOCKADE CLAIMS At least nine commercial vessels have passed through the Strait of Hormuz since the start of the US-declared maritime blockade, according to tracking data, including some sanctioned tankers linked to Iran and China. While

SPOT SILVER GAINS 5% TO $79.37/OZ

🚨 TRUMP TELLS NY POST WE'RE MORE 'INCLINED' TO GO TO PAKISTAN FOR IRAN TALKS

🚨 TRUMP TELLS NY POST IRAN TALKS 'COULD BE HAPPENING OVER NEXT TWO DAYS' IN PAKISTAN

Disney $DIS to eliminate 1,000 positions with layoffs starting this week, per source. Cuts to hit marketing, the studio and television business including ESPN, products, technology, and corporate functions.

$DIS - DISNEY TO ELIMINATE 1,000 POSITIONS WITH LAYOFFS STARTING THIS WEEK, ACCORDING TO A SOURCE FAMILIAR WITH THE MATTER

US HOSTS ISRAEL–LEBANON TALKS AT STATE DEPARTMENT Israeli and Lebanese ambassadors have arrived in Washington for US-mediated talks at the State Department, with Secretary of State Marco Rubio expected to meet them ahead of the discussions. The meeting marks direct diplomatic

CENTCOM: DURING THE FIRST 24 HOURS, NO SHIPS MADE IT PAST THE U.S. BLOCKADE AND 6 MERCHANT VESSELS COMPLIED WITH DIRECTION FROM U.S. FORCES

CENTCOM: MORE THAN 10,000 U.S. SAILORS, MARINES, AND AIRMEN, OVER A DOZEN WARSHIPS AND DOZENS OF AIRCRAFT ARE EXECUTING MISSION TO BLOCKADE SHIPS ENTERING, DEPARTING IRANIAN PORTS

SUCCESS IN VENEZUELA MADE TRUMP OVERCONFIDENT ON IRAN, KEN GRIFFIN SAYS Citadel CEO Ken Griffin says President Trump became overconfident on Iran after the rapid US success in Venezuela. He argues the administration wrongly assumed a similar outcome in the Middle East and

BRAZIL'S LULA: NOT WORRIED TRUMP MIGHT TRY TO INTERFERE IN BRAZIL'S ELECTIONS

TRUMP CRITICISES UK ENERGY POLICY, CALLS FOR NORTH SEA DRILLING Donald Trump says Europe faces an energy shortage and criticises the UK for not fully exploiting North Sea oil reserves. He argues the UK is missing economic opportunity compared with Norway and calls for increased

🚨 TRUMP: EUROPE IS DESPERATE FOR ENERGY

CHINA SLAMS US HORMUZ BLOCKADE AS ‘IRRESPONSIBLE’ China has sharply criticized the US blockade of the Strait of Hormuz, calling it a “dangerous and irresponsible act” that risks escalating tensions during a fragile ceasefire. Beijing urged all sides to return to negotiations

NASDAQ 100 EXTENDS GAINS TO 1%

-TRUMP’S SON ERIC AND HIS WIFE LARA TO JOIN PRESIDENT ON MAY TRIP TO CHINA -SPOKESWOMAN

IMF WARNS ELEVATED GLOBAL FINANCIAL STABILITY RISKS The IMF says global financial stability risks are “elevated” amid the Middle East war, warning that bond market volatility could tighten funding conditions. It highlights rising debt levels, leverage-driven investors, and

🇺🇸 FCC CHAIRMAN BRENDAN CARR JUST SAID: - FCC IS "VERY OPEN-MINDED" TO A POTENTIAL AMAZON $AMZN AND GLOBALSTAR $GSAT DEAL

🚨 IMF URGES MEMBERS TO BE PREPARED FOR MARKET DYSFUNCTION, LIQUIDITY SQUEEZE

IMF SEES HIGHER ROLLOVER RISK IN GOVERNMENT BOND MARKETS

IMF WARNS OF 'FORCED SELLING' OF LEVERAGED BOND HOLDINGS IF RATES RISE

GRIFFIN SAYS THE IRANIAN MILITARY IS STILL VERY MUCH INTACT, IRANIANS HAVE DEMONSTRATED THEIR RESILIENCY

GRIFFIN SAYS THE WORLD WILL END UP IN RECESSION IF STRAIT OF HORMUZ REMAINS CLOSED FOR NEXT 6 TO 12 MONTHS

🚨 GRIFFIN SAYS WE HAVE A CLASSIC ENERGY PRICE SHOCK UNFOLDING ACROSS THE WORLD AS WE SPEAK

🚨 CITADEL CEO KEN GRIFFIN SAYS WAR IN IRAN ONE OF THE GREATEST GEOPOLITICAL EVENTS OF OUR LIFETIME

Nvidia $NVDA launches Ising, the world's first open AI models to accelerate the path to useful quantum computers.

ECB'S LAGARDE: WE NEED TO KEEP EYES ON MEDIUM TERM WHILE CHECKING DATA DAILY

*LAGARDE: ECONOMY IS BETWEEN ECB'S BASELINE AND ADVERSE SCENARIO

US OIL EXTENDS DECLINE TO 5%, TRADES BELOW $94/BBL

GOOLSBEE: IF INFLATION IS 4%, NOBODY SHOULD BE THINKING RATES SHOULD GO BACK TO 2%

GOOLSBEE: WE HAVE TO WAIT AND SEE WHAT HAPPENS WITH OIL MARKETS

GOOLSBEE: IF INFLATION DOESN'T SHOW IMPROVEMENT, TIME FOR OPTIMISM GETS POSTPONED

GOOLSBEE: THE LONGER THIS GOES, IF INFLATION STAYS UP, THAT PUSHES CUTS OUT OF 2026

$TSLA - TESLA SHARES GAIN 2.2% AFTER UBS UPGRADES TO NEUTRAL FROM SELL

BESSENT: WORLD 'CANNOT TAKE' CHINA WITH $1 TRLN SURPLUSES

🚨 IEA'S BIROL SAYS TODAY'S OIL PRICES DO NOT REFLECT CURRENT SITUATION WE ARE IN, PRICES COULD RISE

MOSSAD SIGNALS LONG-TERM PUSH FOR IRAN REGIME CHANGE Israeli intelligence chief David Barnea says Mossad did not expect recent fighting to topple Iran’s government, but remains committed to regime change. He said operations were designed to continue beyond strikes on Tehran,

MOSSAD STILL SEEKS IRANIAN REGIME CHANGE, ISRAELI SPY CHIEF SAYS

JUST IN: US wholesale prices surged 4% last month, most in more than three years, as the Iran war drove up energy costs

HEARING FOR FED NOMINEE WARSH APRIL 21 - PUNCHBOWL

U.S. MAR PPI YEAR-OVER-YEAR FINAL DEMAND +4.0% (CONSENSUS +4.7%) U.S. MAR MONTH-OVER-MONTH PPI FINAL DEMAND +0.5% (CONSENSUS +1.1%)

*WARSH HEARING FOR FED CHAIR NEXT WEEK, SEN. SCOTT SAYS

KALSHI MASTERS MARKET ENDS WITH $500M+ VOLUME, RANKS NO. 2

NO DEAL YET ON NEXT US-IRAN TALKS: CNN Iran says there’s still no agreement to hold a second round of talks, despite reports of a possible meeting in Islamabad. While US officials are discussing another in-person meeting before the ceasefire deadline, it remains uncertain

MASTERS DRIVES RECORD $545M BETTING SURGE ON KALSHI Kalshi set a new sports betting record during the 2026 Masters, generating over $545M in volume—its biggest event ever. The “Masters Champion” market alone drew $460M, making it the platform’s second-largest market

*AMAZON TO BUY GLOBALSTAR FOR $90 PER SHARE

*UK PAYS THE HIGHEST YIELD ON A 10-YEAR DEBT SALE SINCE 2008

IRAN'S AMBASSADOR TO CHINA SAYS NO ARMS SHIPMENT FROM CHINA WAS SENT TO IRAN - NOURNEWS