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14.04.26 - 15:27
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Futures Rise, Nasdaq Up 10 Days In A Row, On Iran De-escalation Optimism (ZeroHedge)
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Futures Rise, Nasdaq Up 10 Days In A Row, On Iran De-escalation Optimism
US equity futures, and global stocks rise while oil slides on a Reuters report that negotiating teams from the US and Iran could return to Pakistan later this week to resume negotiations to end the war in the Gulf, days after the first peace talks ended without a breakthrough, with chatter from Pakistani media that Trump is said to be in attendance. As of 8:00am ET, S&P 500 futures are up 0.2% while Nasdaq 100 contracts add 0.4%, as the cash index braces for a 10th straight day of gains, its longest streak of gains since 2021, with all Mag 7 stocks higher in premarket trading (Alphabet +0.9%, Amazon +0.7%, Apple +0.2%, Nvidia +0.6%, Meta Platforms +1.2%, Microsoft +1.1%, Tesla +1.9%) as tech / semis outperform other sectors; Cyclicals ex-Energy are leading Defensives. The risk-on rally is poised to continue today with the dollar weaker for a 7th day in a row while Treasuries were little changed. Gold rose 0.7% towa...
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06.04.26 - 01:03
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Iran Threatens "Complete And Utter Annihilation" Of OpenAI′s $30BN Stargate Data Center In Abu Dhabi (ZeroHedge)
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Iran Threatens "Complete And Utter Annihilation" Of OpenAI's $30BN Stargate Data Center In Abu Dhabi
In a move that may well have been sponsored by Dario Amodei or Elon Musk, Iran's Islamic Revolutionary Guard Corps (IRGC) issued a clear public warning to the US that any damage inflicted on Iran's power infrastructure will be met with decisive retaliation. Specifically, IRGC spokesperson Brigadier General Ebrahim Zolfaghari threatened the “complete and utter annihilation” of U.S. and Israeli facilities, with Stargate's $30 billion "hidden" AI datacenter in Abu Dhabi singled out as a juicy target for Iranian destruction later in the video.
The threats come on the heels of Iran reportedly delivering enough damage via rocket strikes to some Amazon AWS data centers that they have shut down.
Iran leveling up
They released a video of threatening to strike 1GW Stargate AI datacenter in the UAE.
The data center is hidden on Google maps they even shown that pic.twitter.com/L...
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28.03.26 - 22:30
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AI infrastructure on the front line: Lessons for Asean from the Iran war (SCMP)
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On March 1, after Israel and the United States initiated attacks against Iran, Amazon Web Services reported drone strikes against data centre facilities in the United Arab Emirates and Bahrain. The strikes caused structural damage to the company's infrastructure, impairing cloud services for those countries.
Iran warned that US tech companies with Israeli links, including Google, Microsoft, Palantir, Nvidia and Oracle, were on Tehran's list of “legitimate targets” for countermeasures.
Strikes on......
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18.03.26 - 15:18
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Iran War Is a Mistake & US Congress ′Absolutely Absent′ Says Rediker | The Pulse 3/18 (Bloomberg)
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"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Today's guests:
Isabelle Mateos y Lago, BNP Paribas, Group Chief Economist; Sander van't Noordende; Randstad CEO; Charles Lichfield, Atlantic Council, Director of Economic Foresight and Analysis; Daniel Tannebaum, Oliver Wyman, Partner & Global Anti-Financial Crime Practice Leader; Douglas Rediker, International Capital Strategies, Managing Partner. (Source: Bloomberg)...
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16.03.26 - 18:31
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Iran War Has Firms on High Alert for Cyber Threats (Bloomberg)
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Companies should be actively prepared for cyberattacks in this threat environment, says Allie Mellen, a cyber analyst at Forrester Research and author of the new book, "Code War." Mellen discusses the rise in cyber spending, the use of AI, and what companies are likely to be targeted for. She joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” (Source: Bloomberg)...
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15.03.26 - 08:18
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′DM your details′: Travellers warned of scam airline accounts as Iran war disrupts flights (The Guardian)
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Criminals exploiting Middle East crisis by targeting customers seeking help or refunds from affected carriersYour flight has been delayed as a result of the Middle East crisis and you want to find out what's happening, so you go online for an answer. You find a social media account run by the airline you are booked with and post a question, and get a reply offering help.You're asked to send a direct message with details, which seems reasonable. A conversation starts and you are told to give your phone number as you may be due compensation. This is where it all starts going wrong: instead of being given money, you have it taken. Although it looked official, the account that replied was a scam. Continue reading......
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13.03.26 - 22:01
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White House eyes intervention as Iran operation spikes fertilizer prices (The Hill)
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The White House is looking at intervening to help farmers facing high fertilizer prices as a result of the U.S.-Israeli military operation in Iran. Secretary of Agriculture Brooke Rollins said Friday the White House was looking at "every potential avenue to keep" these prices down. She said she was having conversations with lawmakers to seek......
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13.03.26 - 21:54
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Meta Cable Expansion Stalled by Iran Conflict | Bloomberg Tech 3/13/2026 (Bloomberg)
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Bloomberg's Ed Ludlow discusses the impact the conflict with Iran is having on AI investments in the Middle East, as Meta pauses part of its major internet-expansion efforts in Africa. Plus, Adobe CEO Shantanu Narayen will resign amid skepticism about the company's ability to thrive in the AI era. And, S&P Dow Jones Indices is considering changes to rules governing how companies join its index, which could fast-track SpaceX's entry after its IPO. (Source: Bloomberg)...
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13.03.26 - 21:01
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Voters Still Unclear By Trump′s Goals in Iran as Strikes Continue (Bloomberg)
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The US said it had stepped up strikes on Iran to unprecedented levels as both sides in the war threatened to escalate a conflict hitting its two-week mark.
The US-Israeli alliance has hit around 15,000 targets since the war began, and the Pentagon has sent a Marine expeditionary unit to the Middle East.
Iran's Supreme Leader Mojtaba Khamenei said the Islamic Republic would seek to ensure the Strait of Hormuz remains effectively closed, and warned Tehran would look to open other fronts in the war if the US and Israeli attacks continue. Cliff Young, Ipsos US Public Affairs Chair, Professor at Texas A&M University's Bush School of Government and Public Service join to discuss the voters point of view on the conflict. (Source: Bloomberg)...
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