Market Signals

HEZBOLLAH REJECTS US-BROKERED CEASEFIRE DEAL BETWEEN ISRAEL AND LEBANON — Via Al Jazeera

$GASS

$DLH

NVIDIA IS PROUD TO ANNOUNCE THEIR PARTNERSHIP WITH DWARKESH PATEL. HTTPS://T.CO/NULDDOFR7N — VIA @SEMIANALYSIS_

$OPENAI

HEZBOLLAH REJECTS TRUCE — ISRAEL BORDER TENSIONS ESCALATE

$SNOW

LEBANON'S LATEST TRUCE — NEW TERMS COMPARED TO APRIL AGREEMENT

HEZBOLLAH REJECTS RENEWED CEASEFIRE — Israel and Lebanon deal collapses, raising regional tensions. (via BBC)

IRANIAN STRIKES SET KUWAIT'S LARGEST AIRPORT ABLAZE — CEASEFIRE WITH U.S. AT RISK

EUROZONE HEADLINE INFLATION FOR MAY MET THE CONSENSUS FORECAST AT 3.2% (UP FROM 3.0% IN APRIL), WHILE CORE INFLATION TICKED SLIGHTLY ABOVE EXPECTATION

ISRAEL AND LEBANON AGREE ON CEASEFIRE FRAMEWORK IN US-LED TALKS

PagerDuty Q1 Earnings: Still Struggling — via SEEKINGALPHA

Nvidia has a $200 Billion Warning for AMD and Intel Stock Investors

US-IRAN DEAL ON STRAIT OF HORMUZ DELAYED — TRUMP SAYS 'NO RUSH'

FED HEARS ECHO OF PAST — Policymakers see parallels to previous economic cycles even as history doesn't repeat exactly.

KEVIN WARSH SWORN IN AS FED CHAIR — POWELL REFUSES TO LEAVE BOARD, RISKS SHADOW CHAIR CONFLICT

$FED

AI PRODUCTIVITY BOOM COULD WORSEN THE DEFICIT, NOT FIX IT

KEVIN WARSH FACES CHALLENGES AS FED CHAIR

WARSH TAKES OVER FED WITH POLICY PROBLEM ALREADY IN VIEW

FED’S GOOLSBEE SAYS AI IS ‘NOT FAR’ FROM OVERHEATING THE ECONOMY - FORTUNE - GNEWS

AI BOOM THROUGH 2050 HINGES ON POWER SUPPLY, POLITICS, PWC SAYS - FIERCEWIRELESS.COM - GNEWS

EU AND NATO VOW MORE PRESSURE AFTER GERMANY BLAMES RUSSIA FOR LEIPZIG DRONE ATTACK: 25 OUTLETS COMPARED - NEWSCORD.ORG - GNEWS

ENERGY SECRETARY CHRIS WRIGHT TELLS CNBC MORE THAN 17 MILLION BARRELS OF OIL TRANSITED HORMUZ ON MONDAY - CNBC

AI TRADE FACES TEST WITH NEXT WEEK'S ORACLE EARNINGS - CNBC

STOCKS DRIFT ON WALL STREET AMID JOBS MARKET UPDATES, RENEWED FIGHTING IN US WAR WITH IRAN - THE STANDARD-SPEAKER - GNEWS

U.S. FUTURES STEADY AS INVESTORS MONITOR OIL PRICES, FED DATA AND BOND YIELDS: DOW JONES, S&P, NASDAQ, WALL STREET - YAHOO FINANCE - GNEWS

EXCLUSIVE-BANKS RUSH TO SWAP HIGHER-RISK CREDIT ASSETS FOR BANK OF ENGLAND CASH - EURONEXT MARKETS: REAL-TIME STOCK MARKET DATA | LIVE - GNEWS

EXCLUSIVE: BANKS RUSH TO SWAP HIGHER-RISK CREDIT ASSETS FOR BANK OF ENGLAND CASH - REUTERS - GNEWS

TRUMP TO LEVY MORE CHIP TARIFFS, EXEMPTIONS FOR US MANUFACTURING - BLOOMBERG.COM - GNEWS

INFINEON ACQUIRES C2I SEMICONDUCTORS TO BOOST AI DATA CENTER POWER SOLUTIONS - THE FAST MODE - GNEWS

STRENGTHENING BANKING RESILIENCE: A COMPARATIVE ASSESSMENT OF CAPITAL REQUIREMENTS IN GHANA AND KENYA - MYJOYONLINE - GNEWS

EXCLUSIVE-BANKS RUSH TO SWAP HIGHER-RISK CREDIT ASSETS FOR BOE CASH - WDEZ - GNEWS

Buy and Hold Caterpillar Poised to Gain Further on AI Data Center Boom

DATA CENTER SPENDING TO REACH $31.6 TRILLION BY 2050 ON AI BOOM - BLOOMBERG.COM - GNEWS

EXCLUSIVE-BANKS RUSH TO SWAP HIGHER-RISK CREDIT ASSETS FOR BOE CASH - WNWN-FM - GNEWS

SEMICONDUCTOR STOCKS WAVER DESPITE RECORD EXPORTS, WHY? - BUSINESSKOREA - GNEWS

PCG: STRATEGIC REVIEW LAUNCHED WITH $2B IN 2027 CAPEX DEFERRALS AND UPDATED EPS GUIDANCE - TRADINGVIEW - GNEWS

OIL IS BACK ABOVE $92 AND INFLATION FEARS ARE SENDING U.S. BOND YIELDS TO THEIR HIGHEST SINCE JANUARY 2025 - FORTUNE - GNEWS

VIDEO: CHINESE PRESIDENT XI MAKES FIRST VISIT TO EGYPT IN A DECADE - ALJAZEERA

ANTHROPIC'S $35B LAMBDA DEAL IS THE MAIN TOPIC - STARTUPHUB.AI - GNEWS

GOLDMAN SACHS: AI CAPEX RESILIENCE RUNS THROUGH THE SEMICONDUCTOR SUPPLY CHAIN, EQUIPMENT UPCYCLE COULD EXTEND TO 2028 - FINANCE.BIGGO.COM - GNEWS

ANTHROPIC PROMISES ZERO DATA RETENTION – BUT CUSTOMERS MUST CHECK IT WORKED - THEREGISTER

STOCKS, BONDS EXTEND LOSSES AS OIL GAINS ON IRAN: MARKETS WRAP - BLOOMBERG.COM - GNEWS

OIL MAJOR BP COMPLETES SEARCH FOR CHAIR AFTER BOARDROOM UPHEAVAL - CNBC

UBS Announces Cash Tender Offers for Debt Securities

LEE PLEDGES TO BUILD ON TRUMP OPENING FOR US-N. KOREA DIALOGUE - KOREAHERALD

US BEGINS STRIKES ON IRGC TARGETS IN IRAN AMID HORMUZ TENSIONS - RT.COM - RT

BITCOIN STAYS FLAT AS GLOBAL BOND BEAR MARKET RAGES ON, PUSHING JGB TO HIGH - COINTELEGRAPH