Market Signals

As fans from around the world gather to watch the World Cup, doctor shares tips on staying healthy — via CBS

DEFENSE INDUSTRY LEADERS TO MEET WITH TRUMP AMID MISSILE SUPPLY WORRIES, SOURCES SAY — VIA NBC

ECB poised for June rate hike amid persistent inflation pressures — via SEEKINGALPHA

AM MARKETS NEED TO KNOW: SK HYNIX EYES U.S. LISTING, OPENAI DATA CENTER LEASE, AND MORE — VIA SEEKINGALPHA

EXPLOSION IN BAHRAIN AS IRAN ATTACKS US BASES — VIA ALJAZEERA

ANALYSIS : CHINESE PRESIDENT XI SILENCE ON NUCLEAR ARMS IS A GIFT TO NORTH KOREA KIM JONG UN | THE ASAHI SHIMBUN : BREAKING NEWS , JAPAN NEWS AND ANAL

Chinese consumer inflation unexpectedly stalls despite oil shock

JAB Acquisition Corp I announces pricing of $150M initial public offering — via SEEKINGALPHA

WALL STREET LUNCH: INTEL LEADS CHIP AND AI RALLY ON GOOGLE, NVIDIA FOUNDRY REPORT — VIA SEEKINGALPHA

CEASED CEASEFIRE? — VIA ZEROHEDGE

NVIDIA, SK HYNIX SIGN MULTI-YEAR DEAL FOR NEXT-GEN AI MEMORY — VIA THEINFORMATION

ZELENSKY'S CLOSE EUROPEAN ALLIES SET OUT FIVE CONDITIONS FOR PEACE TALKS — VIA BBC

TRUMP SAYS ‘I’D PAY’ ANTI-WEAPONIZATION FUND APPLICANTS ‘THE KIND OF MONEY THEY DESERVE’ — VIA NBC

WHAT CEASEFIRE? PALESTINIANS INSPECT DESTRUCTION AFTER ISRAELI STRIKE — VIA ALJAZEERA

$MU

I CAN ASSURE U NVIDIA HAS BETTER AI/ML SYSTEMS FOR CHIP DESIGN THAN ANTHROPIC OR OPENAI

KEVIN WARSH TAKES OATH OF OFFICE AS CHAIRMAN AND A MEMBER OF THE BOARD OF GOVERNORS OF THE FEDERAL RESERVE SYSTEM, AND THE FEDERAL OPEN MARKET COMMITT

THE FOUNDRY INDUSTRY HIT A RECORD $48.8B IN 1Q26, +32% Y/Y AND +3% Q/Q IN SEASONALLY SOFT Q1, MARKING THE 9TH CONSECUTIVE QUARTER OF Y/Y GROWTH. 2Q26E

UPS: 6% Dividend Yield And Undervalued Shares, A Non-Tech Leader — via SEEKINGALPHA

$UBER $MSFT $NVDA

CFTC COT: MANAGED MONEY $GC NET LONG AT 90TH PERCENTILE (3Y) — EXTREME_LONG

MONETARY POLICY: IF YOU GIVE ONE IOTA OF A DAMN ABOUT THE MILLIONS OF FAMILIES WHO ARE INCREASINGLY STRUGGLING TO MAKE ENDS MEET AMID @REALDONALDTRUMP

$NLY

MAY JOBS REPORT SHOWS STRONG HIRING DEMAND

$MAMA

BLOWOUT JOBS REPORT SPURS ARGUMENTS FOR BOTH RATE HIKE AND RATE CUT

US NFP FORECAST DISTRIBUTION UPDATED

EUROPE QUIET OPEN EXPECTED, US FUTURES LOWER AHEAD OF NFP — Newsquawk

$NVDA

HUAWEI TOUTS A MOORE’S LAW SUCCESSOR IN CHIPS, BUT CLOSER ANALYSIS SHOWS CHINA’S SEMICONDUCTOR AMBITIONS STILL TRAIL GLOBAL LEADERS. READ MORE IN THIS

THE SOLAR AND GAS TURBINE SECTOR TELLS US TO START PAYING MORE ATTENTION TO DATA CENTER BUILDOUT ROADBLOCKS

The finance minister has reportedly been delaying the release of the approved funds until his party’s legislation, set to be voted on in the Knesset t

PHILADELPHIA FED PRESIDENT AND CEO ANNA PAULSON SHARED HER ECONOMIC OUTLOOK AND JOINED PRESIDENT CHRISTINA RENNA FOR A Q&A SESSION AT THE @CCSNJ

SOUTH JERSEY’S DIVERSE ECONOMY WAS FRONT AND CENTER AS PHILADELPHIA FED PRESIDENT AND CEO ANNA PAULSON MET WITH LOCAL BUSINESS OWNERS, ENERGY PROVIDER

ByteDance AI: Doubao will launch paid version in 2nd half of June & will further integrate e-commerce unit & use paid service scenarios to drive traff

I USE COUNTLESS DIFFERENT AI PROVIDERS INTERCHANGEABLY BUT I EVER ONLY USE NVIDIA GPUS. AND YET NVIDIA TRADES AT A MUCH LOWER MULTIPLE — VIA @GOODALEX

YIELD CURVE KEEPS FLATTENING ON HOPES FOR ENERGY STABILITY/DECLINE, BUT SOFR AND THE FRONT END NOT BUYING IT. COMPETING NARRATIVES ARE FOR INTERMEDIAT

CAPT. EITAN SHMUEL LAMBERG KILLED IN SOUTHERN LEBANON AS HEZBOLLAH LAUNCHES ATTACK AFTER CEASEFIRE DEAL

HEZBOLLAH CHIEF REJECTS CEASEFIRE DEAL, CALLS IT ‘HUMILIATING’ AS SIRENS SOUND ACROSS GALILEE

GREAT CHATTING WITH PHIL. GOOD MIX OF BREADTH AND DEPTH IN THIS CONVO—FED, US-CHINA, NATO; ETC. HOPE YOU ENJOY. — VIA @ERICWALLERSTEIN

"TSMC IS DOING ITS BEST NOT TO BECOME A BOTTLENECK IN THE SUPPLY CHAIN"

GREAT TO SEE HOW THE CEASEFIRE JUST AGREED BETWEEN LEBANON AND ISRAEL IS HOLDING UP WELL — VIA @DARIOCPX

6 AND A HALF HOURS AFTER A CEASEFIRE IS DECLARED IN THE MIDDLE EAST HTTPS://T.CO/ZJCC04HIFX — VIA @FUSIONPTCAPITAL

THIS IS THE STRANGEST "CEASEFIRE" AGREEMENT — VIA @CHIGRL

HEZBOLLAH AND IDF TRADE FIRE DESPITE NOMINAL TRUCE AS LEBANON-ISRAEL TALKS TO RESUME HTTPS://T.CO/KQDSKTTQ5O — VIA @TIMESOFISRAEL

THE FEDERAL RESERVE'S LATEST BEIGE BOOK (LINK BELOW) PROVIDES BOTTOM-UP CONTEXT FOR THE TWO KEY CONTRASTS PREVIOUSLY HIGHLIGHTED BY THE MACRO DATA:

BRINGING UP DEEPSEEK-V4-FLASH ON AMD MI300X

I’VE RECENTLY MOVED AND SINCE I HAVEN’T FIGURED OUT A PROPER SPOT TO PUT THIS GPU SIGNED BY JENSEN, IN THE PANTRY SEEMED LIKE A GOOD INTERIM LOCATION

'WE THOUGHT THE WORST HAD PASSED': 13 KILLED SINCE LEBANON CEASEFIRE BEGAN

CFTC COT: MANAGED MONEY $CL NET LONG AT 87TH PERCENTILE (3Y) — LONG BUILDING