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29.05.26 - 15:51
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Futures Hit Another Record High After Pricing In Same "Iran Deal" Every Day For The Past Month (ZeroHedge)
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Futures Hit Another Record High After Pricing In Same "Iran Deal" Every Day For The Past Month
US equity futures are higher, continuing their slow motion-gamma squeeze into record territory, as traders waited to see whether America and Iran could finally get the peace deal they have already priced in every single day for the past month. As of 8:00am ET, S&P futures are up 0.1%, and poised to rise for the ninth consecutive week, the best streak since 2023; Nasdaq futs also have modest gains. In the pre-market, Mag 7 are mostly lower with AMZN (-1.0%), TSLA (-0.7%), AAPL (-0.6%) the laggards even as evidence of relentless demand for AI-infrastructure stocks was on display as Dell jumped 37% after the legacy computer maker gave a sales outlook that far surpassed analysts' estimates, fueled by servers designed to run AI workloads. MSCI All Country World Index on track for a second monthly gain, both European and Asian markets were higher overnight. Bond yields are flat at 4.44% and...
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29.05.26 - 11:06
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Asian Shares Advance On US-Iran Deal Hopes (AFX)
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BEIJING (dpa-AFX) - Asian stocks rose broadly on Friday, with optimism around the resonant AI trade, strong earnings from Dell Technologies, and reports of a proposed 60-day ceasefire extension be......
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28.05.26 - 19:31
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US, Iran Truce Hopes Lift Stocks | Open Interest 5/28/2026 (Bloomberg)
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Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Stocks climb on reports the US and Iran may extend their truce, pending President Trump's backing. Software splits as Salesforce disappoints, while Snowflake surges on AI demand. Plus, Goldman's Ben Snider joins Bloomberg Open Interest on his higher S&P target, Sridhar Ramaswamy, the CEO of Snowflake gives his outlook, Miriam Wheeler calls AI a "generational opportunity” and Kayak' CEO Peer Bueller weighs in on the travel rally after news of the potential ceasefire. (Source: Bloomberg)...
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28.05.26 - 14:54
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US and Iran trade fresh strikes & Snowflake′s melt-up | The Pulse 5/28/2026 (Bloomberg)
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The US and Iran traded fresh strikes. Oil prices climbed on fears of escalation and mixed signals on the status of peace talks. Meanwhile, software-maker Snowflake soared postmarket after signing a $6 billion chip and cloud deal with Amazon.
Today's guests: Greg Peters, PGIM Credit Co-CIO; Elizabeth Weymouth, Grafine Partners Founder and Managing Partner; Lorenzo Bini Smaghi, Former Societe Generale Chairman; Katie Gaddini, UCL Associate Professor and Janet Truncale, EY CEO
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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. (Source: Bloomberg)...
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28.05.26 - 14:06
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US Strikes Iran Targets; Snowflake Jumps on Results | Bloomberg Brief 5/28/2026 (Bloomberg)
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US equity futures fall and oil climbs after the US struck Iranian military targets for the second time this week. Snowflake surges after a stronger-than-expected annual outlook and signing a $6 billion deal with Amazon. Salesforce issues a tepid outlook. Michael Sneyd of BNP Paribas discusses Kevin Warsh's challenges as Fed Chair ahead of US PCE numbers. (Source: Bloomberg)...
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25.05.26 - 12:36
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Iran Says US Deal Not Imminent | The Pulse 5/25/2026 (Bloomberg)
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Iran has denied that a deal to end the war with the US is imminent, after US officials said they were closing in on a deal. Secretary of State Marco Rubio said an agreement could come as soon as Monday, but Iran's Foreign Ministry Spokesman Esmail Baghaei said “It is true that a consensus was reached on many of the topics discussed, but no one can claim that the signing of an agreement is imminent.”
Turkish police entered the headquarters of the main opposition CHP party following a court decision last week, that removed Ozgur Ozel as its leader. The move deepens a political crisis that saw a market selloff last week.
And Huawei says it's made a breakthrough in making advanced semiconductors without cutting-edge equipment, potentially reducing the gap with industry leader TSMC.
Today's guests: Marco Valli, UniCredit, Chief European Economist & Alex Karnal, Braidwell, Co-Founder and CIO. (Source: Bloomberg)...
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21.05.26 - 14:15
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Futures Slump, Ignoring Korean Euphoria, After Iran Rejects Trump Enriched Uranium Demands (ZeroHedge)
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Futures Slump, Ignoring Korean Euphoria, After Iran Rejects Trump Enriched Uranium Demands
A steady rebound in US equities driven by peak insanity in Korea (where the two chip stocks that account for most of the market surged and sent the Kospi soaring more than 8% overnight) faded after a report that Iran's Supreme Leader issued a directive that the country's near-weapons-grade uranium must remain in the country, rejecting Trump's key ceasefire demand, while oil and bond yields jumped as traders waited in mounting futility to see whether hopes of a peace deal in the Middle East would translate into tangible progress. As of 7:15am ET, S&P 500 futures fell 0.4% and Nasdaq futures slid 0.3% after otherwise very strong Nvidia's earnings failed to ignite further strong gains in the artificial intelligence trade. Treasuries fell as Brent reversed earlier losses to climb 2% above $107 after Tehran's response disappointed those hoping for de-escalation. JPMorgan CEO Jamie Dimon did not h...
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21.05.26 - 11:12
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Asian Shares Mostly Higher On US-Iran Deal Hopes (AFX)
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BEIJING (dpa-AFX) - Asian stocks rose broadly on Thursday as U.S.-Iran peace talks entered a critical phase and Nvidia announced record quarterly profit and revenue amid explosive demand for its a......
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