REAR VIEW: Trump instructed Hegseth to hold off on the Iran attack that was planned for tomorrow; White House believes updated Iran proposal is not a meaningful improvement & insufficient for a deal; US official tells CNBC the Iranian state media report that US agreed to lift oil sanctions while talks are ongoing are false; Trump warns clock is ticking for Iran; White House believes Iran reports fundamental differences between the Iranian and American texts still remain; Kevin Warsh to be sworn is as next Fed Chair on Friday; UK's Burnham fully rules out changing Chancellor Reeves’ fiscal rules if he becomes PM; NEE to acquire D; Berkshire exits UNH.

"Gas prices will come down when you put Iran in a box."

Investors are using options such as "lookback" puts, which reset higher as the market rallies, and expanding put spreads to hedge against a potential sell-off...

Four crew members eject after jets locked together in midair

$100bn of leveraged semis exposure means the unwind can become extremely mechanical once momentum cracks.

Its 843,738 BTC now far outpaces BlackRock, the world’s largest asset manager, which holds around 817,000 BTC on behalf of its clients...

Said another way, systematic re-risking is largely maxed out and sizeable supply opens up if we break lower from here...

...snap back to reality?

Republicans had pursued including the funding alongside a $73 billion funding package for immigration enforcement operations through 2029...

Inside Wall Street's quiet bet that the company with the most cameras - not the most GPUs - wins the next decade of AI.

Too late under the statute of limitations...

 

Justice Carro ruled that the initial McDonald’s search was improper...

Data stolen today - bank records, corporate secrets, medical files, state communications - can be stored until the day it becomes readable...

...also argue for pairing constructive risk positions with long volatility exposure to protect against those reassessments and market reversals...

The Buffett Indicator, which compares total US market capitalization to GDP, reached its highest level in history at the end of Q1 2026...

Since May 8, no loadings of large ocean-going tankers are visible at the facility’s crude-export berths. 

Zelensky alleges intentional strike...

SOX just printed its biggest downside candle since the AI melt-up began. Momentum, rates and positioning are suddenly all turning at the same time.