Market Signals

ISRAEL AND HIZBOLLAH AGREE CEASEFIRE - FINANCIAL TIMES — via GNEWS

GOLDMAN'S KAPLAN ON FED'S WARSH AND AI CAPEX BOOM - MARKETSCREENER.COM — via GNEWS

GOOGLE GEMINI CO-LEAD NOAM SHAZEER TO JOIN IPO-BOUND OPENAI - REUTERS — via GNEWS

Unanimous Forward guidance without nattering dissent, extended hiking cycles, extended cutting cycles, Real QE, Real QT are all valuable monetary poli

SPACEX DOESN'T HAVE A TIMELINE FOR ITS HUMAN MISSIONS TO MARS. KALSHI TRADERS SAY DON'T EXPECT IT THIS DECADE — via CNBC

DOW JONES FUTURES RISE, OIL PRICES DIVE AS TRUMP ANNOUNCES IRAN DEAL; SPACEX'S NEXT TEST - MSN — via GNEWS

XIAOHONGSHU IS SAID TO READY HONG KONG IPO FILING THIS MONTH - BLOOMBERG.COM — via GNEWS

NASDAQ, S&P 500, DOW FUTURES CLIMB WHILE OIL SLIDES AS US-IRAN DEAL SIGNALS END TO HORMUZ DISRUPTION: DJT, NFLX, GLXY, SPCX IN FOCUS - TRADINGVIEW — v

ANTHROPIC SHUTS DOWN FABLE, MYTHOS MODELS FOLLOWING TRUMP ADMIN DIRECTIVE — VIA ARSTECHNICA

WHAT COHERENT (COHR)'S NVIDIA AI DATACENTER DEAL AND INDIUM PHOSPHIDE PIVOT MEAN FOR SHAREHOLDERS - SIMPLYWALL.ST — VIA GNEWS

3 TIPS FOR TRAVELING DURING EXTREME HEAT — VIA PBS

ORACLE Q4 EARNINGS CALL FLAGS AI BUILD-OUT & CAPEX PUSH - ZACKS INVESTMENT RESEARCH — VIA GNEWS

OPENAI SAYS CHINA-LINKED ACCOUNTS AIM TO FUEL US DATA CENTER PUSHBACK - BLOOMBERG — VIA GNEWS

ORACLE Q4 EARNINGS AND REVENUE TOP ESTIMATES; HYPERSCALER PLANS MORE DEBT ISSUANCE TO SUPPORT MASSIVE CAPEX PUSH - SHERWOOD NEWS — VIA GNEWS

COMPANY THAT BET BIG ON TRUMP-BACKED CRYPTO SAYS ITS FORTUNES HAVE IMPROVED — VIA CNBC

WALL ST FUTURES PARE DECLINES AFTER MAY INFLATION DATA - REUTERS — VIA GNEWS

TRUMP SAYS IRAN WILL 'PAY THE PRICE' AND CLAIMS THEY HAVE 'TAKEN TOO LONG' TO AGREE TO A DEAL — VIA CNBC

OpenAI weighs leasing Ohio data center with Nvidia backing, The Information reports - Reuters — via GNEWS

UNDER THE TRUMP CRYPTO PLAYBOOK, THE FAMILY ALWAYS WINS. INVESTORS DON’T - REUTERS — VIA GNEWS

NVIDIA, SK HYNIX SEAL MULTI-YEAR PACT TO DEVELOP AI CHIPS - BLOOMBERG.COM — VIA GNEWS

THIS WEEK: ECB SET TO HIKE RATES, AS CAPITAL MARKETS UNION AND CLIMATE TOP THE EU AGENDA - EUOBSERVER — VIA GNEWS

SK TELECOM TO BUILD AI FACTORY NETWORK IN KOREA POWERED BY NVIDIA DSX PLATFORM - THE FAST MODE — VIA GNEWS

NAVER TO USE NVIDIA’S AI MODELS IN BID TO CEMENT LEAD IN KOREA - BLOOMBERG.COM — VIA GNEWS

THE AI BUILD‑OUT ISN’T SLOWING — AND NVIDIA STILL SITS AT THE CENTER OF MANY MAJOR CAPEX PLANS - AOL.COM — VIA GNEWS

TRUMP STORMS OUT OF INTERVIEW AFTER BEING CHALLENGED ABOUT ELECTION FRAUD CLAIMS, DOJ FUND — VIA CNBC

TRUMP SAYS HE WOULD NOT UNFREEZE IRAN'S ASSETS BEFORE PEACE DEAL IS DONE - REUTERS — VIA GNEWS

NVIDIA’S CEO SAYS NEW VERA CHIP WILL USE SK HYNIX’S MEMORY CHIPS - BLOOMBERG.COM — VIA GNEWS

GOT $10,000? META VS NVIDIA: THE BETTER OPPORTUNITY RIGHT NOW - 24/7 WALL ST. — VIA GNEWS

BOWMAN, SUPERVISION AND REGULATION — via FED

FED GOVERNOR BOWMAN PRESENTS FRAMEWORK FOR PRACTICAL MONETARY POLICY DECISION MAKING

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NVIDIA CEO JENSEN HUANG SAYS AI JOB LOSSES ARE COMPLETE NONSENSE. HE'S BETTING ON A HIRING SURGE INSTEAD. - 24/7 WALL ST. — VIA GNEWS

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JAPAN PROPOSES REBUILDING AGING NUCLEAR PLANTS TO MEET POWER DEMAND

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$LULU AH $111.43 (-10.80%) — LULULEMON SHARES FALL ON WEAK SALES OUTLOOK — Q1 EARNINGS TOP ESTIMATES

$NVDA +2.2% — SEEKING ALPHA BULLISH NOTE: 'I DO NOT FEAR THE AI BUBBLE YET' ON NVIDIA

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EU Commission sets 2027 agenda with 23 initiatives and simplification drive - INSIGHT EU MONITORING

EU Commission seeks input regarding public ad repositories under DSA - Digital Watch Observatory

Medical device makers seek Chinese buyers in EU Commission-led trade mission - MLex

Rupee finds its footing as oil worries cool, traders watch flow momentum

Trump's Loss, Wall Street's Gain? What Could Change for AI, Defence, Crypto and Elon Musk

OpenAI Had ‘Rough’ First Half of Year Before Coding Takeoff, Brockman Says

How the Data Center Backlash Could Play Into the Hands of Big Tech

China Blocks $5.4 Billion SoftBank Robot Deal, Flexing Control Over AI Tech

Congress defeat: How Trump’s allies are distancing themselves from Iran war

Hong Kong sentences democracy activist Joshua Wong to 10 years