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26.02.26 - 04:03
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Trump Claims Iran Developing Missiles To Hit US, Contradicting Intel Reports (ZeroHedge)
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Trump Claims Iran Developing Missiles To Hit US, Contradicting Intel Reports
With nuclear talks hanging in the balance, and the potential for yet another US war of choice in the Middle East, President Donald Trump escalated the rhetoric Tuesday night, warning that Iran is moving beyond just regional missile capabilities and setting its sights farther west by developing missiles capable of hitting the United States.
During his State of the Union address Tuesday night, Trump claimed, "They've already developed missiles that can threaten Europe and our bases overseas, and they're working to build missiles that will soon reach the United States of America."
Getty Images
It seemed a transparent attempt to make the American people believe they are under direct threat from Tehran, in order to justify potential near-future strikes, however flimsy the case might be. So far Washington's main talking point has been that Iran simply can never have a nuclear weapon and so something has to be d...
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23.02.26 - 16:51
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Key Events This Week: PPI, Iran Talks, Nvidia Earnings, Fed Speakers Galore And State Of The Union (ZeroHedge)
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Key Events This Week: PPI, Iran Talks, Nvidia Earnings, Fed Speakers Galore And State Of The Union
While much digital ink has been spilled on the Supreme Court's striking down of Trump's IEEPA tariffs and the consequences of this decision (see "Full Analysis Of The Supreme Court IEEPA Decision: How It Impacts The Economy, Policy And Markets"), a lot more is on deck for this week when we will also have more geopolitical headlines to contend with, as the latest round of US-Iran talks is expected in Geneva on Thursday. The talks come amid a recent buildup of US forces in the region and yesterday the New York Times was the latest outlet to report that Trump is considering an initial targeted strike against Iran in the coming days, which could be followed by a larger attack if Iran does not give in to US nuclear demands. Other highlights for the week ahead include the State of the Union address in the US (late tomorrow), US PPI and preliminary CPIs in Europe (both Friday). In earnings, ...
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20.02.26 - 15:36
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Hot Stocks heute: Trump vertagt Iran-Krise - Airbus wackelt, thyssenkrupp glänzt (Finanzen.net)
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Die Märkte bleiben erstaunlich ruhig trotz geopolitischer Spannungen: Trump verschiebt die Iran-Entscheidung um zehn Tage, während Airbus mit Triebwerksproblemen kämpft. Bayer rutscht erneut ab - dafür sorgt thyssenkrupp mit Spin-off-Fantasie für Rückenwind. Dazu: NVIDIA vor Mega-Deal mit OpenAI, Tesla senkt Cybertruck-Preise und Netflix mischt im Warner-Poker mit....
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19.02.26 - 16:06
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Futures Slide As Iran War Risks Add To Growing AI Disruption Fears; Oil Surges (ZeroHedge)
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Futures Slide As Iran War Risks Add To Growing AI Disruption Fears; Oil Surges
Equity futures and global markets are lower, ending a modest rebound in US stocks as concerns about a possible war with US and simmering angst over AI dent the fragile optimism seen on Wednesday. Oil extended its rally after its best day since 2021. Tech and small caps underperform which to JPMorgan's market intel desk "feels more like profit-taking and position squaring as US / Iran tensions spike with Trump saying a deal is preferred but that a strike may occur as soon as this weekend." As of 8:00am ET, S&P futures are down 0.2%, erasing an overnight gain, while Nasdaq futures drop 0.3%, with premarket weakness across all sectors ex-Energy and Aerospace/Def and tech came under renewed pressure; most Mag 7 members dropped in premarket trading. Futures dropped after the head of the UN nuclear watchdog warned that Iran's window for diplomacy is at risk of closing. As for AI, IG's chief market analy...
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05.02.26 - 13:18
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Alphabet Plans Record Spending; US-Iran Talks Set for Friday |Bloomberg Brief 2/5/2026 (Bloomberg)
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A drop in tech stocks pausing as Alphabet is outlining an ambitious capital spending plan in a race to win AI customers. Shares of Qualcomm and Arm hurting by concern that a shortage of memory chips will crimp growth in the electronics industry. Diplomatic talks between Washington and Tehran set for later this week. Kit Juckes of Société Générale says political risk is dragging down the US dollar. (Source: Bloomberg)...
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02.02.26 - 13:18
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Metals Meltdown, Iran Deal Hope Sinks Oil & Huang Spooks Tech Stocks | The Opening Trade 2/2/2026 (Bloomberg)
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Gold losses big, after its biggest plunge in more than a decade on Friday, while silver's year-to-date gains were wiped out as a record-breaking precious-metals rally unwound at breakneck speed. Plus, oil plunged after US President Donald Trump said Washington is talking with Iran, easing geopolitical risk premiums. Also, Nvidia CEO Jensen Huang helped cause a tech sell-off after saying the company's proposed $100 billion investment in OpenAI was "never a commitment".
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Guy Johnson and Tom Mackenzie. (Source: Bloomberg)...
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29.01.26 - 13:48
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Tech′s AI Spending Boosts Stocks; Oil Rises on Trump Iran Threats | Bloomberg Brief 1/29/2026 (Bloomberg)
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US equity futures gain as large tech firms including Meta announce plans to spend more on AI. SAP and Microsoft lag as their cloud businesses disappoint. The dollar weakens amid debasement fears while gold extends its record rally. Oil prices rise as President Trump warns Iran of military strikes if a nuclear deal is not reached soon. Marija Veitmane of State Street and Joel Kulina of Wedbush discuss this earnings season. (Source: Bloomberg)...
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26.01.26 - 10:21
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Internet im Iran bleibt gestört (DPA-AFX)
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TEHERAN (dpa-AFX) - Das Internet im Iran bleibt auch mehr als zwei Wochen nach Beginn der Kommunikationsblockade weiter gestört. Daten des IT-Unternehmens Cloudflare zeigten am Montag rund 30 Prozent des üblichen Webtraffics im Vergleich zur Zeit vor ......
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23.01.26 - 19:54
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Internet in einigen Teilen Irans wieder funktionsfähig (DPA-AFX)
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TEHERAN (dpa-AFX) - Nach einer zweiwöchigen Internetsperre im Iran können viele Nutzer in dem Land allmählich wieder mit der Welt online kommunizieren. Daten des IT-Unternehmens Cloudflare zufolge erreichte der landesweite Datenverkehr beim Aufrufen von ......
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08.01.26 - 09:36
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US To Control Venezuelan Oil ′Indefinitely′; Iran Protests | Horizons Middle East & Africa 1/8/2026 (Bloomberg)
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The US plans to control future sales of Venezuelan oil indefinitely, with President Donald Trump saying the country will use revenue only to buy US-made goods. Also on the show: Bloomberg News has learned Russia targeted South African video gamers as part of a recruitment drive for its war in Ukraine; Iran's president has ordered security forces not to target peaceful protesters; Saudi Arabia's Tadawul All Share Index jumped as much as 2.5% on Wednesday; Samsung says its 4Q profit more than tripled to a record high. Guests include: Jun Bei Liu, Ten Cap, Founder; Aniseh Bassiri Tabrizi, Control Risks, Senior Analyst. (Source: Bloomberg)...
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