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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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08.04.26 - 23:42
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Tech Stocks Rally on the Back of US-Iran Ceasefire Deal | Bloomberg Tech 4/8/2026 (Bloomberg)
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Bloomberg's Caroline Hyde and Ed Ludlow discuss the rally in tech stocks and fall in energy prices as markets react to a two-week ceasefire deal between the US and Iran. Plus, Anthropic is giving tech firms early access to its new Mythos model to get ahead of possible cyberattacks that could wreak havoc. And, Apple's first foldable phone is still on track to launch in September, despite reports of major manufacturing delays. (Source: Bloomberg)...
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07.04.26 - 16:06
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Futures Slide, Oil Jumps After US Attacks Kharg Island Ahead Of Trump′s 8pm Iran Deadline (ZeroHedge)
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Futures Slide, Oil Jumps After US Attacks Kharg Island Ahead Of Trump's 8pm Iran Deadline
US futures reversed earlier gains and oil advanced following reports that Iran's Kharg island was targeted earlier on Tuesday, while the market was largely paralyzed ahead of Trump's 8pm ET deadline for Iran to agree to a ceasefire or face escalation. As of 8:00am ET, S&P futures are down 0.4%, and Nasdaq futures slide 0.6%. In premarket trading, all Mag7 names are lower even as AVGO (+3% pre-mkt) is bid after a TPU supply pact with GOOGL (+55bps) while ASML (-80bps) is weaker following a proposed US law that would further curb semiconductor exports to China (targeting ASML's deep ultraviolet lithography machine ). Managed care is well bid after the final Medicare Advantage rate of +2.48% (vs ~1% bogey) was released last night (HUM +9%, CVS +7%, UNH +6%, ALHC +11%). Bond yields rise 1bp, 10Y TSY yield at 4.34%, the USD is also higher while commodities are mixed with oil reversing earlier losses and r...
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03.04.26 - 02:00
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Oracle′s Dubai Data Center Reportedly Hit As Iran Expands Attack On AI Infrastructure (ZeroHedge)
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Oracle's Dubai Data Center Reportedly Hit As Iran Expands Attack On AI Infrastructure
According to Reuters national security reporter Phil Stewart on X, the Islamic Revolutionary Guard Corps has targeted a data center facility operated by Oracle in Dubai.
IRAN'S REVOLUTIONARY GUARDS SAY THEY HAVE TARGETED ORACLE'S DATA CENTER IN DUBAI - STATE MEDIA
— Phil Stewart (@phildstewart) April 2, 2026
Not much is known about the IRGC strike on Oracle's data center or what type of air-delivered munitions were involved. There is no word on what damage the facility sustained.
Context on Oracle's data center operations in the Middle East:
Oracle's Dubai facility is its Oracle Cloud UAE East region, with the region identifier me-dubai-1 and region key DXB. Oracle says the Dubai cloud region is located in Dubai, UAE, and the company also operates a second UAE region in Abu Dhabi.
Oracle's data center map:
Oracle's status page currently shows no operational issues in Dubai or worldwide.
On...
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02.04.26 - 22:48
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Trump′s surreal speech on Iran shed no light on his goals | Kenneth Roth (The Guardian)
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The US president couldn't give a single coherent reason for why this aggressive war of choice must still be prosecutedDonald Trump's self-congratulatory speech on Iran on Wednesday night was as puzzling as it was divorced from reality. I had hoped he would declare victory and end the war. Some feared he might provide cover for a ground invasion. Instead, he told us in essence to be patient, that he is almost done, but he was utterly unclear about what more there is to accomplish.If there was ever a purpose to the war, it was to curtail Iran's capacity to develop a nuclear weapon. Trump harped on that goal repeatedly in his speech, noting that he had long vowed that he “would never allow Iran to have a nuclear weapon”. But he didn't mention that Iran has long agreed to eschew a nuclear weapon. If that is the only goal, this entire war has been pointless. Continue reading......
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01.04.26 - 09:42
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Iran War: Market Euphoria As Trump Envisions US Withdrawal In Weeks | Daybreak Europe 4/1/2026 (Bloomberg)
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Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia.
On today's show, global stocks rally after the US President said he sees the war on Iran ending within two to three weeks. Donald Trump suggests the US has largely accomplished its military goals, and will leave it to other countries to resolve issues with the Strait of Hormuz. The Wall Street Journal reports that the UAE is lobbying for a military coalition to forcibly reopen the Strait.
Also on the programme, OpenAI hits a $852 billion valuation after it raised $122 billion in its largest funding round on record. Amazon, Nvidia and SoftBank are providing the bulk of the financing, with Amazon's $35 billion investment contingent on OpenAI going public or achieving artificial general intelligence. (Source: Bloomberg)...
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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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