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25 years ago, Joeytunes embarked on his journey in the handicapping circuit, where he quickly established himself as a formidable force with an impressive track record for predicting college football outcomes. As his reputation grew, so did his network of partners, ultimately leading to the creation of his own handicapping office.

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Joey Tunes is a highly skilled professional sports bettor with a remarkable track record in the industry. With years of experience, he boasts a consistently impressive win percentage, making him one of the most trusted and successful experts in sports betting.

Joey’s expertise lies in analyzing sports, teams, players, and statistical data to identify valuable betting opportunities. Known for his professionalism and disciplined approach, he prioritizes responsible gambling practices and emphasizes bankroll management. Joey’s exceptional success has earned him strong relationships within the industry and recognition in sports betting communities, cementing his position as a prominent figure in the realm of professional sports betting.

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$XOM ExxonMobil Q1 2026 Earnings -Adj EPS $1.16 (est $1.00) -Net production in Q1 reached 4.6M oil-equivalent barrels per day -Revenue USD 85,138M (est USD 82,180M) On Pace With Plans To Repurchase $20B Of Shares In 2026 Structural Cost Savings Expected To Reach $20B By 2030
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EXXONMOBIL Q1 ADJ EPS $1.16 VS ESTIMATE $1.00 || Q1 EARNINGS EXCLUDING IDENTIFIED ITEMS & ESTIMATED TIMING EFFECTS PER SHARE $2.09 || Q1 CASH CAPITAL EXPENDITURES TOTALED $6.2 BLN, CONSISTENT WITH FY GUIDANCE RANGE OF $27 BLN - $29 BLN
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$XOM If the Strait of Hormuz were to open on May 1, an additional 350 thousand oil-equivalent barrels should be added to the quarterly production estimate – roughly 4.4 to 4.7 million oil-equivalent barrels per day. - earnings slides (Exxon Mobil Corporation) (More at
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I think oil bulls are giving too much love to it https://t.co/FCJNZMHcxn
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Sandisk and Western Digital logged profits of $3.62 billion and $3.21 billion, respectively, as both companies benefited from efforts to scale up AI infrastructure. https://t.co/x68jhwOIl9
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EXXON 1Q ADJ EPS $1.16, EST. 96C
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Exxon Q1 2026 Earnings $XOM Adj EPS $1.16, est. 96c EPS $1 Adj EPS excluding estimated timing effects $2.09 Total rev. & other income $85.14b, est. $80.74b Refinery throughput 3,494 kbd, est. 3,718 Production 4,594 koebd, est. 4,602
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EU Parliament Pushes Funding Cuts To Orbán-Founded Patriots Group As Witch-Hunt Continues https://t.co/xQTyFsR8DK
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JANE STREET PAY POOL MORE THAN DOUBLED TO $9.4 BILLION IN 2025
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$CVX Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue & Other Income: $48.61B (Est. $50.61B) 🔴 🔹 Adj. EPS: $1.41 (Est. $0.90) 🟢 🔹 EPS: $1.11; down from $2.00 YoY 🔹 Upstream Earnings: $3.91B (Est. $3.5B) 🟢 🔹 Worldwide Production: 3,858 MBOE/D (Est. 3,796) 🟢; +15% YoY 🔹 Cash Flow
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RT @themarketear: Nice medium term drivers of China growth: EVs, solar and Li-ion battery. https://t.co/Mrmnri3jwK https://t.co/2yXEf7Ii2G
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$CVX Chevron Q1 2026 -Total Rev & Other Income $48.61B (Est USD 52.08B) - Adj EPS $1.41 (Est USD 0.95) -Net Loss Of $360M Related To Legal Reserve Included In Qtr - Net Oil-Equivalent Production 3,858 MBOED - Dividend $1.78 Per Share -In Partitioned Zone, We Are Operating At Near
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CHEVRON Q1 2026 -TOTAL REV & OTHER INCOME $48.61B (EST USD 52.08B) - ADJ EPS $1.41 (EST USD 0.95) -NET LOSS OF $360M RELATED TO LEGAL RESERVE INCLUDED IN QTR - NET OIL-EQUIVALENT PRODUCTION 3,858 MBOED - DIVIDEND $1.78 PER SHARE
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CHEVRON Q1 2026 -IN PARTITIONED ZONE, WE ARE OPERATING AT NEAR MINIMUM RATES TO MANAGE STORAGE -CONFLICT IN MIDDLE EAST HAD LIMITED IMPACT ON PRODUCTION IN QTR WITH LESS THAN 5% OF OUR PORTFOLIO LOCATED IN REGION -CONTINUE TO CLOSELY MONITOR DEVELOPMENTS IN MIDDLE EAST
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$CVX Affirms FY26 Capex $18-19B v $17.3B y/y (prior: $18-19B); In Q2 expect global equity crude throughput to more than double year over year to 40%; In Asia, anticipate over 80% refinery utilization - earnings slides (Chevron Corporation) (More at https://t.co/S1wbyyqydT)
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Figure AI CEO on the size of the opportunity: "This will build the biggest business in the world. Half of GDP is human labor. There's 30, 40 trillion in wages paid every year. Most companies trade at 10-20x revenue. You're looking at $10 trillion. This is going to be a huge biz" https://t.co/dYqbb3cmdQ
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Chevron Q1 2026 Earnings $CVX Adj EPS $1.41, est. 90c EPS $1.11 vs. $2 y/y Rev. & other income $48.61b, est. $50.61b Upstream earnings $3.91b, est. $3.5b Cash flow from ops $2.5b, est. $4.79b Worldwide production 3,858 mboe/d, est. 3,796 Liquids production 1,461 mb/d, est. 1,445
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Plus, can Apple keep good tech vibes going? https://t.co/c7pnGWRYdc
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Estee Lauder Q3 2026 Earnings -Net Sales USD 3,700M (est USD 3,689M) -Adjusted EPS USD 0.91 (est USD 0.65) -Outlook FY Adjusted EPS USD 2.35-2.45 (est USD 2.22) -Raises Full-Year Fiscal 2026 Outlook On Organic Net Sales And Adjusted Profitabilit -Estimates Final Net Reduction In
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$EL Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.71B (Est. $3.69B) 🟢 🔹 EPS: $0.91 (Est. $0.65) 🟢 FY 2026 Guide: 🔹 EPS: $2.35 - $2.45 (Est. $2.22) 🟢 🔹 Organic Net Sales Growth: Approximately +3%, at high-end of prior range https://t.co/jsIVOIvkz3
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$PRLB Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $139.3M (Est. $132.7M) 🟢 🔹 EPS: $0.54 (Est. $0.36) 🟢 Q2 2026 Guide: 🔹 Revenue: $140M - $148M (Est. $143.4M) 🟡 🔹 EPS: $0.50 - $0.58 (Est. $0.47) 🟢
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$ALGN says it plans to repurchase $200M of common stock through open-market purchases under its $1B buyback program approved in April 2025. The company expects to complete the buyback by October 2026 using cash on hand.
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When your kids have been puking all night, every night, all week long because you thought it was a good idea to take them to a play place last weekend to get some energy out 🫩🤮 https://t.co/x6KKESeAx1
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Hershey CEO Kirk Tanner on GLP-1 drugs, premium chocolate strategy and shifting consumer habits amid a volatile cocoa market. https://t.co/7HM8WBXhfA
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CITIGROUP EXPECTS BOJ TO DELIVER RATE HIKES ROUGHLY EVERY SIX MONTHS FROM JUNE ONWARD
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Anyone remember Sven Northman Trader? He was on CNBC quite often. He really went off the grid as he said he would last year. No more YT. No more website. No more LinkedIn. And looks like he sold his X account to this lol. Guess this is how you do it when you retire… https://t.co/5tQfnbLvPA
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CITIGROUP EXPECTS BANK OF JAPAN TO DELIVER INTEREST RATE HIKE IN JUNE 2026 VS PRIOR FORECAST OF JULY
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Then why not raise prices and get to cashflow break even faster? Its almost like these people think we're stupid or something. Im sure theres plenty demand at levels where your burning cash to compete against Anthropic, which has been raising prices because of demand. The https://t.co/8cphLjOYKH
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It increases oil availability in the world, and lower oil prices
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US national debt surpasses size of the entire United States GDP for first time since World War II.
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British Police Raid Islamic Group Accused Of Sex Trafficking And Slavery https://t.co/2cJCFuj4kn
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$QQQ 2025: Jan: Green Feb: Red Mar: Red Apr: Green (massive) 2026: Jan: Green Feb: Red Mar: Red Apr: Green (massive) What the ish is dis deja vu?!
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Linde Q1 2026 Earnings Adjusted Ebit USD 2,600M (est USD 2,582M) Adjusted EPS USD 4.33 (est USD 4.26) Revenue USD 8,800M (est USD 8,581M) Sees Q2 2026 Adj Diluted Eps USD4.40- USD4.50, Up 8%-10% Yoy Sees Fy2026 Adj Eps USD17.60- USD17.90, Up 7%-9%
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The Michigan city’s home price rose 28% in the first quarter, making it the biggest mover in this year’s WSJ/Realtor Housing Market Rankings. https://t.co/1yJed2y76V
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The conglomerate’s home page looks like it hasn’t been updated in decades. If the new CEO tries to change it, he might have a problem. https://t.co/gww03iWZbJ
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LINDE PLC - SEES FY2026 CAPITAL EXPENDITURES $5.0 BLN-$5.5 BLN || SEES Q2 2026 ADJ DILUTED EPS $4.40-$4.50, UP 8%-10% YOY || SEES FY2026 ADJ EPS $17.60-$17.90, UP 7%-9%
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LINDE Q1 ADJUSTED EBIT USD 2,600 MILLION VS. ESTIMATE USD 2,582 MILLION || Q1 EBIT USD 2,400 MILLION || OUTLOOK FY CAPEX USD 5,000-5,500 MILLION || Q1 EPS USD 3.98 || Q1 ADJUSTED EPS USD 4.33 VS. ESTIMATE USD 4.26 || LINDE Q1 REVENUE USD 8,800 MILLION VS. ESTIMATE USD 8,581
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Here is an early look at the front page of today's Wall Street Journal https://t.co/jPxdtXlXmX https://t.co/airhZJLlKV
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IRAN 'WELCOMES NEGOTIATIONS' BUT REJECTS IMPOSED DEMANDS — JUDICIARY CHIEF MOHSENI-EJEI
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RT @stockdatamarket: Last three months of S&P 500 versus oil prices. Last month is ... crazy https://t.co/ARRrhjgnD8
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UK COULD BE 27C AND HOTTER THAN HAWAII AHEAD OF CHANGEABLE BANK HOLIDAY WEATHER
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BofA Securities Raises $TWLO PT to $225 from $190 - Buy Analyst comments: "CPaaS vendor Twilio reported strong 1Q26 results, with its key growth metric, gross profit dollar growth, accelerating to +16% Y/Y from 10% in 4Q25, and was well above BofA/Street at +10.6%/+10.3%. We https://t.co/4Rkv4TXEf8
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RT @bresreports: .@PunchbowlNews AM today - It was a crazy week for Congress, good & bad. What’s it all mean? - Back to the future with Hou…
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BRITISH NAVY: SHIPS' PASSAGE THROUGH THE STRAIT OF HORMUZ HAS DECREASED BY 90% SINCE THE START OF THE WAR
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OPENAI IS CONSIDERING A COMPETITION WITH APPLE, SAMSUNG, HUAWEI, AND OTHER DEVICE MAKERS TO DEVELOP ITS OWN SMARTPHONE.
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$MGA Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $10.38B (Est. $10.25B) 🟢 🔹 EPS: $1.38 (Est. $1.04) 🟢 FY26 Guide: 🔹 Revenue: $41.5B - $43.1B (Est. $42.42B) 🟡 🔹 EPS: $6.25 - $7.25 (Est. $6.70) 🟡
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OpenAI CFO Sarah Friar pushed back on concerns about missed internal targets, saying the company is “beating” its plan overall and sees a “vertical wall of demand” for its products. Friar added that compute, not demand, is often the main constraint. https://t.co/j1pLkHmLK3
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Iran Foreign Minister discussed MidEast with EU's Kallas - Irna.
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JAPAN, AUST TO PRIORITIZE TIE-UPS ON RARE EARTH, NICKEL: NIKKEI
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BOJ DATA SHOWS EXPECTED SHORTFALL 9.48 TRLN YEN IN MONEY MARKET CONDITIONS, COMPARED WITH FORECASTS FOR SHORTFALL OF UP TO 4.5 TRLN YEN
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Jefferies Raises $COHU PT to $60 from $55, Maintains Buy Rating Analyst comments: "AI/HPC test infrastructure continues to accelerate. Beat and raise with June revenue well above expectations on expanding Eclipse momentum and a broadening compute pipeline. Near-term margins
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BOJ MONEY MARKET DATA SUGGEST LIKELY FX MARKET INTERVENTION ON THURSDAY
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IRANIAN FORMIN HELD PHONE CONVERSATION WITH EU FOREIGN POLICY CHIEF KALLAS ON LATEST REGIONAL AND INTERNATIONAL DEVELOPMENTS
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Schools are pushing to get commitments from prospective students sooner, adding new early-admission rounds, and using wait lists aggressively. https://t.co/PQbXGurlZF
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BOJ 🇯🇵 DATA POINT TO FX INTERVENTION OF ABOUT 5.4 TRILLION YEN https://t.co/vGuP1CrrcP
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BoJ money market data suggest likely FX market intervention on Thursday.
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BoJ data point to FX intervention of about 5.4 trillion yen.
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Canada's Culture Minister: Regulating Online Content A Duty Of Federal Government https://t.co/xN8T1fAmOZ
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NEW TESLA REGISTRATIONS IN NETHERLANDS UP 23% IN APRIL, TO 469
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JPMORGAN CUTS TURKEY 2026 GDP FORECAST TO 3.4%, FROM 4.0% PREVIOUSLY, DUE TO IMPACT OF MIDDLE EAST CONFLICT
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JAPAN TOP FX DIPLOMAT MIMURA: NOTHING TO ADD TO STATEMENT I MADE THIS MORNING
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JAPAN TOP FX DIPLOMAT MIMURA: WON'T COMMENT ON FOREX
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Japan Top FX Diplomat Mimura: I won't comment on forex.
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Hezbollah has increasingly used first-person-view drones to attack Israeli troops, posing a major threat https://t.co/uXMLm1klUX
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ISRAELI ARMY: WE DESTROYED COMMAND HEADQUARTERS AND MILITARY BUILDINGS OF HEZBOLLAH IN SOUTHERN LEBANON
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Goldman Sachs kept a Neutral on $OWL with a $9.5 PT, saying credit remains the main drag on the story. Fundraising in real assets and institutions stayed solid, but weaker growth across Blue Owl’s credit business, especially BDC-related fees, should keep overall revenue and
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Raymond James Downgrades $RBLX to Market Perform from Outperform Analyst comments: "The company’s guidance reset confirms that safety and discovery changes are creating larger-than-expected near-term pressure on engagement and growth. The age-verification rollout has reduced https://t.co/jWHVovsMK3
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U.S. stock futures edged higher after most major indexes recorded their best month in six years. https://t.co/SaObEVpTgr
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UK MONEY SUPPLY M4 (M/M) MAR: 0.8% (PREV 0.6%)
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UK MANUFACTURING PMI APR F: 53.7 (EST 53.3; PREV 53.6)
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UK Manufacturing PMI Apr F: 53.7 (est 53.3; prev 53.6)
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JPMorgan Initiates Coverage on $ARWR with Overweight Rating, PT $88 Analyst comments: "ARWR holds a highly diversified RNAi portfolio targeting a spectrum of diseases and is strategically backed by multiple partnerships with reputable biotech/pharma players. ARWR's core driver
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UK Mortgage Approvals Mar: 63K (est 60K; prev 62.6K) - Net Consumer Credit: 1.8B (est 1.7B; prev 1.9B) - Net Lending Sec. On Dwellings: 6.1B (est 4.2B; prev 4.8B)
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UK Money Supply M4 (M/M) Mar: 0.8% (prev 0.6%)
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UK MORTGAGE APPROVALS MAR: 63K (EST 60K; PREV 62.6K)
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U.S. SOFTWARE STOCKS UP PREMARKET AFTER ATLASSIAN RAISES ANNUAL REVENUE FORECAST
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Morgan Stanley Downgrades $ELF to Equalweight from Overweight, Lowers PT to $67 from $80 Analyst comments: "We are downgrading ELF to Equalweight on worsening core U.S. cosmetics share losses, both on a dollar basis and, more significantly, on a unit basis, which should become https://t.co/Ufg6W4Lc4R
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Republican leaders are pushing Southern states to redraw congressional maps ahead of the midterm elections after a Supreme Court decision sharply curbed the use of race in crafting electoral districts https://t.co/ASiClhv9Ad
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Morgan Stanley Upgrades $CAT to Equalweight from Underweight, Raises PT to $915 from $430 Analyst comments: "Caterpillar reported a strong 1Q26 beat driven largely by much stronger results than anticipated in the company's Construction Industries business. Importantly, CAT also
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Representatives of the U.S. oil industry have flocked to a heavily guarded Caracas hotel recently to pitch their Venezuelan counterparts on plans to revive the country’s rundown oil fields https://t.co/sZoT1DmgXe
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FT: Huawei expects AI chip revenue to hit about $12B in 2026, up 60% from $7.5B in 2025, as China tech firms place large orders for its Ascend 950PR while $NVDA's H200 shipments remain stalled by regulatory issues in China. https://t.co/wKxAfrvaZ8
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SPOT GOLD FALLS OVER 1% TO $4,572.99/OZ
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"We Shouldn't Have To Live Like This": UK Terror Level Raised To 'Severe' After Stabbing Attacks https://t.co/EjyXEl4aku
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The U.S. Navy’s blockade is revealing a hole in Tehran’s strategy of guerrilla warfare and controlling the Strait of Hormuz https://t.co/meWpzVpRcp
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Third-party data reviewed points to a more measured global response to ChatGPT Images 2.0, with limited overall growth alongside sharp spikes in select emerging markets - TechCrunch (OpenAI) **Note: earlier, reportedly ChatGPT's WAU stuck in the 900Ms range since end-2025,
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APPLE SHARES UP 2.6% PREMARKET AFTER CO GUIDES Q3 SALES GROWTH ABOVE ESTIMATES
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Before Trump, the US was running a 7 to 10% deficit to GDP, while most of the world sat at 2 to 3%. Now Germany has abandoned its debt brake, and Canada is heading toward 5%. Trump pushed everyone into spending. Global fiscal expansion is the theme of the next decade, with https://t.co/xFgCDryFty
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IRAN, PAKISTAN RESUME PASSENGER FLIGHTS AFTER 60 DAYS – ISNA
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The British pharmaceutical group said it would continue to work with U.S. regulators on a review of its breast-cancer candidate after the drug failed to get backing at a key advisory committee vote. https://t.co/P67c2rFyn8
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Iran, Pakistan Resume Passenger Flights After 60 Days – ISNA On Telegram https://t.co/26UXXZoiMA
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YEN SURGES TO 155 VERSUS DOLLAR FOR SECOND DAY AMID INTERVENTION TALK
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ECB MAY RAISE INTEREST RATES IN JUNE UNLESS OUTLOOK IMPROVES, ACCORDING TO BUNDESBANK PRESIDENT JOACHIM NAGEL.
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MITSUBISHI CFO: EXPECTING YEAR-ON-YEAR PRODUCTION RECOVERY IN OUR AUSTRALIAN COKING COAL SEGMENT IN FY2026
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CHINA REOPENS FUEL EXPORT SPIGOT, OFFERING RELIEF TO ASIAN BUYERS
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TOYOTA TO POST FOURTH STRAIGHT QUARTERLY PROFIT DROP AS MIDDLE EAST RISKS, COSTS MOUNT
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BRITISH HOME OFFICE HAS RAISED THE UK’S NATIONAL TERROR THREAT LEVEL TO “SEVERE” DUE TO THE “RISING ISLAMIST AND EXTREME RIGHT-WING TERRORIST THREAT” FOLLOWING THE RECENT ANTISEMITIC ATTACK IN GOLDERS GREEN.
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MITSUBISHI CEO: REVISING FY2030 GHG EMISSIONS REDUCTION TARGET FROM A 50% CUT VERSUS FY2020 TO A 30%–50% CUT
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China Reopens Fuel Export Spigot, Offering Relief To Asian Buyers https://t.co/tW4gQWyv7R
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ECB'S NAGEL: SITUATION EVOLVING LESS FAVORABLY THAN MARCH BASELINE
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NATWEST CEO: EXPECTING 'MODEST' PICKUP IN UNEMPLOYMENT
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RT @CliveDutton63: @stockdatamarket The real price of oil! https://t.co/1GA0UlrWW0
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RT @JavierBlas: PHOTO OF THE DAY: Despite all the talk about the inmnent shut down of the Iranian oil wells, the country appears to be stil…
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Pearson said it remains on track to meet its full-year guidance after reporting higher underlying sales for the first quarter, mainly driven by growth in its virtual learning division. https://t.co/pXYMwtCRQR
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Denmark sees Tesla new registrations surge 102% y/y in April, data from https://t.co/fyrfC3yACl shows.
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ECB’s Nagel says a June response is more appropriate if the outlook does not improve significantly.
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The London-listed lender upgraded its outlook after total income for the first quarter climbed 9.5%, driven by loan volume growth and support from its structural hedge. https://t.co/gPPKjYRLjk
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Yesterday It went an entire channel on a Trump's news that "Strait of Hormuz may be open soon". While oil hit 2022's all time high, NVDA, MSFT and META were deep red. Most probably because dollar lost 1% in a single trading session https://t.co/046R1nELN1
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USD/JPY drops steeply, now at 155.9.
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Yen Strengthens Sharply Against Dollar
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RT @MrMBrown: Here we go agayen
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SWITZERLAND RETAIL SALES REAL (Y/Y) MAR: 0.5% (PREV 0.9%; PREV R 0.4%)
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Trump Threatens To Pull Some US Troops Out Of Germany While Lambasting 'Ineffective' Merz https://t.co/zTjQuCLeiy
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Mizuho Markets Cayman guaranteed senior notes rated ‘F1’ by Fitch.
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TD Cowen lifts Apple price target to $335 (prev. $325).
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Switzerland Retail Sales Real (Y/Y) Mar: 0.5% (prev 0.9%; prev R 0.4%)
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The ASX 200 ends the session 0.7% higher at 8,729.80.
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GOLD LIKELY TO REMAIN UNDER PRESSURE FOR A BIT-WSJ
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OIL RISES AS CONCERNS OVER PROLONGED MIDDLE EAST CONFLICT PERSIST-WSJ
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GOLD HOLDS IN TIGHT RANGE AS IRAN TENSIONS AND MIXED FED SIGNALS CURB UPSIDE-FX
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POUND STERLING MOVES LITTLE AS SAFE-HAVEN DEMAND LIFTS US DOLLAR-FX
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The GOP is eager to gain from the high court’s decision curbing the use of race in the drawing of electoral maps. https://t.co/ArkKDndSwN
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Good night to everyone:
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Natwest Q1 2026 Earnings -Net Interest Income £3.39B (est £3.43B) -Net Income £1.43B (est £1.32B) -Pretax Oper Profit £2.03B (est £1.92B) -Non-Interest Income £964M (est £906.9M) -Net Interest Margin 2.47% (est 2.47%) -Reaffirms FY 2025 Results Outlook -In 2026 Now Expect Income
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UK Nationwide House Price NSA (Y/Y) Apr: 3.0% (est 2.2%; prev 2.2%) - Nationwide House Price (M/M): 0.4% (est -0.3%; prev 0.9%)
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Top Russian & Indian Think Tanks Devised A Plan For Rebalancing Economic Relations https://t.co/cnml7gB1Nw
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BATTERED CHINESE PROPERTY STOCKS PRIMED FOR COMEBACK AS INDUSTRY SHOWS SIGNS OF TURNING-SCMP
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LABOUR DAY TOURISTS GAIN DEEPER AWARENESS OF CORALS AMID GOVERNMENT PROMOTION PUSH-SCMP
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Singapore PM reassures workers over AI fears, vows job opportunities-SCMP
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ECB's Muller: Increasingly likely ECB needs to raise rates.
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ECB's Muller: Becoming clearer that energy prices will remain high.
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Sumitomo: sale decision driven by buyer with nickel expertise capable of sustaining the project, CEO says.
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Sumitomo CEO says a sale was deemed the best option for the Ambatovy nickel project in Madagascar after a full review.
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Sumitomo: higher aluminium, sulphuric acid, and oil-linked LNG prices may drive increased profits, CEO says.
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Citigroup downgrades PageGroup to Neutral from Buy, cuts target price to 130p from 300p.
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73% Anthropic is valued higher than OpenAI in 2026, per Polymarket: https://t.co/0D4UbkpW4N
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Translation | Iran: Pakistan To Remain Official Mediator W/ US Talks - Mehr https://t.co/pRz5uMrhPE
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$BNO Traders circulating JPM note saying OECD commercial inventories could approach operational stress levels by June 2026 and hit critical floors by Sept as effective usable oil stocks are dramatically lower than reported figures once the one subtracts mandatory pipeline fills,
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RT @DavidSacks: It’s time to demystify Mythos. Mythos is not magic. It’s not a doomsday device. It’s the first of many models that can au…
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Last three months of S&P 500 versus oil prices. Last month is ... crazy https://t.co/ARRrhjgnD8
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Allies of the four-term senator like to emphasize, in the face of criticism otherwise, that he is very conservative. https://t.co/b9zVa2jeiZ
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China Tech Firms Place Orders For Huawei Ascend AI Processors - FT
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Today's Key Events (All EST) — 05/01 09:45: US S&P Manufacturing PMI Final 10:00: US ISM Manufacturing PMI Before Open 👇 05:00: Magna International $MGA 05:35: Linde $LIN 06:00: Estée Lauder $EL 06:00: Ares Management $ARES 06:15: Chevron $CVX 06:30: Exxon Mobil $XOM 06:30:
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Moody’s confirms A1 ratings for three Chinese bank subsidiaries in New Zealand, changes outlook to stable.
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Itochu: business unlikely to be significantly affected by Middle East crisis due to minimal exposure to regional energy assets.
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President of Itochu warns aluminium business may be affected and regional exports of textiles, food and vehicles will decline.
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Macau gaming revenue in April increased 5.5% from a year earlier to 19.9 billion patacas.
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Port infrastructure in Ukraine’s Odesa region damaged in Russian attack, with two injured, officials say.
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USD/CHF remains above 0.7800 as US Dollar gains on risk-off mood-FX
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🚨#BREAKING: Watch as Alex Jones signs off from Infowars after 27 years on air, delivering a final, defiant farewell saying We commit ourselves to God in this holy fight. We are committed and if God stands with us, who can stand against us? God bless you and let the real war https://t.co/Tb3uHN8NJI
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Here is an early look at the front page of The Wall Street Journal https://t.co/7OkE9KxsrV https://t.co/i94i3O55PQ
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RT @jimprosser: 10. We've yet to have a really great meme from the trial. A super-viral testimony answer, a judge admonishment, even a cour…
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RT @jimprosser: 8. Hey execs: maybe don't keep diaries? Relatedly, all these constant-ambient-listening AI personal devices are going to be…
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CIBC lifts Bombardier price target to C$295 (prev. C$288).
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CHINA’S EV PRICE WAR TURNS INTO AI ARMS RACE BEYOND CHEAPER CARS-CNBC
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Sojitz CEO: alternatives are needed for China-restricted raw materials such as xylene.
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Futes: Green again. https://t.co/SScJyqjVrI
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JPMorgan lifts Caterpillar price target to $1,125 (prev. $860).
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President Donald Trump has intensified his pressure on Germany, as he contemplates lowering the number of U.S. troops in the country after a public disagreement with Chancellor Friedrich Merz tied to the conflict with Iran-FOX 5 DC
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So far tied for the largest intervention in history by volume. And least effective https://t.co/MLbKuXrCYP
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France allows flower shops and bakeries to open on May Day-FT
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A quick history of pass yenterventions: (1) Thu 22Sep22: ¥2,838.2bn / ~$19.8bn (@ USDJPY ~143.50) (2) Mon 21Oct22: ¥5,620.2bn / ~$37.7bn (@ USDJPY ~149.00) (3) Thu 24Oct22: ¥729.6bn / ~$4.9bn (@ USDJPY ~147.50) (4) Mon 29Apr24: ¥5,918.5bn / ~$37.7bn (@ USDJPY ~157.00) (5) Wed
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Greens to pledge £15 minimum wage in employment rights’ push-FT
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WPP boss faces pay battle after opposition from proxy shareholder groups-FT
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The Topix index recovers from losses to end flat in recent trade.
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Review: Twice turned into a film, A.J. Quinnell’s 1980 novel, "Man on Fire," is now a seven-part thriller on Netflix starring Yahya Abdul-Mateen II as a disgraced operative protecting a child amid a criminal conspiracy. https://t.co/HagP1gyjOu
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GOOGL market cap is just 4% away from overtaking NVDA as the largest company in the world
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"Oil px action + setup still binary in conversations... specialists: mispriced and cheap vs generalists: 'time to move on'" - Goldman
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HK$1 minimum wage rise unlikely to significantly lift low-paid incomes, experts say-SCMP
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JPMorgan lifts Air Products price target to $330 (prev. $310).
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JPMorgan lowers International Paper price target to 3,200p (prev. 3,500p).
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This the same CFO would said OpenAI wants a "Federal Backstop" for its investments? https://t.co/cNmiVtgsAh
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Piper Sandler lifts Allstate price target to $268 (prev. $2
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RT @paulsperry_: BREAKING: According to a federal prosecutor familiar with the burgeoning "grand conspiracy" case, Eric Ciaramella is under…
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"Most Americans care deeply about inflation, gas prices, and other pocketbook issues, and they want Washington to respond to their economic anxieties. Yet the U.S. government seems to be going in the opposite direction," per TIME
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"Illusion Of Plenty": JPMorgan Explains Why Hormuz Strait Will Reopen By September... One Way Or Another https://t.co/MMELjmfA3h
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Congress Passes 45-Day Extension Of FISA Section 702, Sending It To Trump's Desk https://t.co/i8xk1hz9wW
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*CENTCOM BRIEFED TRUMP FOR 45MINS ON POTENTIAL IRAN PLANS: AXIOS
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Middle East war may cause a sharp growth slowdown, ASEAN ministers say.
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Surprising traits of women who earn $775,000 a year or more: Some counterintuitive takeaways from conversations with three high-earners. https://t.co/bMv66HSp6F https://t.co/xUO97E9unL
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Leerink Partners lifts Illumina price target to $175 (prev. $160).
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RT @zerohedge: So Treasury agreed to BOJ intervention if they also slammed oil *MIMURA: BEEN IN VERY CLOSE CONTACT WITH US
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The $22 Billion Redemption Freeze That Exposes The CRE Trap Starwood does not halt redemptions from a $22 billion real estate fund because conditions are healthy. It does it because the product’s core promise is breaking under stress. The pitch was private real estate income https://t.co/RkkaebqIC5
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JPMorgan lifts Iron Mountain price target to $138 (prev. $121).
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Yen Rally Is at Risk of Fading Fast Without More Intervention: BBG yes, sink another 90BN for 300pips, so it then goes to 200
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$GOOG inches away from overtaking $NVDA. If I told you this last year, you would have laughed so hard you would pop an aneurysm. But here we are…
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Review: Hugh Bonneville stars in "Twenty Twenty Six," a six-part comedy on BritBox and Tubi that offers a thinly veiled spoof of the inner workings of FIFA as it prepares for the World Cup. https://t.co/W87iVPUgaU
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JPMorgan lowers Clorox price target to $95 (prev. $99).
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Mitsui & Co. Q4 Earnings: • Net Income: ¥222.02B (est ¥230.6B) • Sees FY Net Income: ¥920.0B (est ¥940.5B) • Targets ROE Of 12% In Fiscal Year To March 2029
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American consumer confidence is trending lower among most generations: The 6-month average of the Consumer Confidence Index for Generation X is down to ~78 points, the lowest in at least 4.5 years. At the same time, the gauge for Baby Boomers is down to ~83 points, the lowest https://t.co/GrNVL2yKPO
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Oppenheimer lowers Reddit price target to $225 (prev. $250).
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Raymond James lowers Atlassian price target to $130 (prev. $170).
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Piper Sandler lifts Integer Holdings price target to $97 (prev. $87).
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Saudi Arabia Public Investment Fund To Stop Funding LIV Golf After 2026 Season https://t.co/RKB7OLe40k
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Tucker Carlson says Trump’s war in Iran shows the president has been captured by neoconservatives, per WSJ
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JPMorgan lowers Check Point Software price target to $135 (prev. $185).
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JPMorgan trims GoDaddy Inc target price to $154 from $167.
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JPMorgan lowers SYK price target to $400 (prev. $445).
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JPMorgan increases Schneider National target price to $31 (prev. $26).
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Arm twisting CEOs (recall 'capex dinner' hot mic Zuck asking Trump what $ he has to committ, his stock now 👎) to overbuild and overpay for data center Potemkin villages. Wonder if Trump's tech GDP central planners can pull it off without a crash. https://t.co/teVTOlLbSA
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Self driving cars in California will now be able to get traffic tickets starting on July 1st - The Verge https://t.co/9KdWELUQvC
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$XOM ExxonMobil Q1 2026 Earnings -Adj EPS $1.16 (est $1.00) -Net production in Q1 reached 4.6M oil-equivalent barrels per day -Revenue USD 85,138M (est USD 82,180M) On Pace With Plans To Repurchase $20B Of Shares In 2026 Structural Cost Savings Expected To Reach $20B By 2030
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EXXONMOBIL Q1 ADJ EPS $1.16 VS ESTIMATE $1.00 || Q1 EARNINGS EXCLUDING IDENTIFIED ITEMS & ESTIMATED TIMING EFFECTS PER SHARE $2.09 || Q1 CASH CAPITAL EXPENDITURES TOTALED $6.2 BLN, CONSISTENT WITH FY GUIDANCE RANGE OF $27 BLN - $29 BLN
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$XOM If the Strait of Hormuz were to open on May 1, an additional 350 thousand oil-equivalent barrels should be added to the quarterly production estimate – roughly 4.4 to 4.7 million oil-equivalent barrels per day. - earnings slides (Exxon Mobil Corporation) (More at
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I think oil bulls are giving too much love to it https://t.co/FCJNZMHcxn
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Sandisk and Western Digital logged profits of $3.62 billion and $3.21 billion, respectively, as both companies benefited from efforts to scale up AI infrastructure. https://t.co/x68jhwOIl9
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EXXON 1Q ADJ EPS $1.16, EST. 96C
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Exxon Q1 2026 Earnings $XOM Adj EPS $1.16, est. 96c EPS $1 Adj EPS excluding estimated timing effects $2.09 Total rev. & other income $85.14b, est. $80.74b Refinery throughput 3,494 kbd, est. 3,718 Production 4,594 koebd, est. 4,602
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EU Parliament Pushes Funding Cuts To Orbán-Founded Patriots Group As Witch-Hunt Continues https://t.co/xQTyFsR8DK
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JANE STREET PAY POOL MORE THAN DOUBLED TO $9.4 BILLION IN 2025
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$CVX Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue & Other Income: $48.61B (Est. $50.61B) 🔴 🔹 Adj. EPS: $1.41 (Est. $0.90) 🟢 🔹 EPS: $1.11; down from $2.00 YoY 🔹 Upstream Earnings: $3.91B (Est. $3.5B) 🟢 🔹 Worldwide Production: 3,858 MBOE/D (Est. 3,796) 🟢; +15% YoY 🔹 Cash Flow
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RT @themarketear: Nice medium term drivers of China growth: EVs, solar and Li-ion battery. https://t.co/Mrmnri3jwK https://t.co/2yXEf7Ii2G
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$CVX Chevron Q1 2026 -Total Rev & Other Income $48.61B (Est USD 52.08B) - Adj EPS $1.41 (Est USD 0.95) -Net Loss Of $360M Related To Legal Reserve Included In Qtr - Net Oil-Equivalent Production 3,858 MBOED - Dividend $1.78 Per Share -In Partitioned Zone, We Are Operating At Near
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CHEVRON Q1 2026 -TOTAL REV & OTHER INCOME $48.61B (EST USD 52.08B) - ADJ EPS $1.41 (EST USD 0.95) -NET LOSS OF $360M RELATED TO LEGAL RESERVE INCLUDED IN QTR - NET OIL-EQUIVALENT PRODUCTION 3,858 MBOED - DIVIDEND $1.78 PER SHARE
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CHEVRON Q1 2026 -IN PARTITIONED ZONE, WE ARE OPERATING AT NEAR MINIMUM RATES TO MANAGE STORAGE -CONFLICT IN MIDDLE EAST HAD LIMITED IMPACT ON PRODUCTION IN QTR WITH LESS THAN 5% OF OUR PORTFOLIO LOCATED IN REGION -CONTINUE TO CLOSELY MONITOR DEVELOPMENTS IN MIDDLE EAST
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$CVX Affirms FY26 Capex $18-19B v $17.3B y/y (prior: $18-19B); In Q2 expect global equity crude throughput to more than double year over year to 40%; In Asia, anticipate over 80% refinery utilization - earnings slides (Chevron Corporation) (More at https://t.co/S1wbyyqydT)
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Figure AI CEO on the size of the opportunity: "This will build the biggest business in the world. Half of GDP is human labor. There's 30, 40 trillion in wages paid every year. Most companies trade at 10-20x revenue. You're looking at $10 trillion. This is going to be a huge biz" https://t.co/dYqbb3cmdQ
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Chevron Q1 2026 Earnings $CVX Adj EPS $1.41, est. 90c EPS $1.11 vs. $2 y/y Rev. & other income $48.61b, est. $50.61b Upstream earnings $3.91b, est. $3.5b Cash flow from ops $2.5b, est. $4.79b Worldwide production 3,858 mboe/d, est. 3,796 Liquids production 1,461 mb/d, est. 1,445
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Plus, can Apple keep good tech vibes going? https://t.co/c7pnGWRYdc
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Estee Lauder Q3 2026 Earnings -Net Sales USD 3,700M (est USD 3,689M) -Adjusted EPS USD 0.91 (est USD 0.65) -Outlook FY Adjusted EPS USD 2.35-2.45 (est USD 2.22) -Raises Full-Year Fiscal 2026 Outlook On Organic Net Sales And Adjusted Profitabilit -Estimates Final Net Reduction In
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$EL Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.71B (Est. $3.69B) 🟢 🔹 EPS: $0.91 (Est. $0.65) 🟢 FY 2026 Guide: 🔹 EPS: $2.35 - $2.45 (Est. $2.22) 🟢 🔹 Organic Net Sales Growth: Approximately +3%, at high-end of prior range https://t.co/jsIVOIvkz3
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$PRLB Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $139.3M (Est. $132.7M) 🟢 🔹 EPS: $0.54 (Est. $0.36) 🟢 Q2 2026 Guide: 🔹 Revenue: $140M - $148M (Est. $143.4M) 🟡 🔹 EPS: $0.50 - $0.58 (Est. $0.47) 🟢
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$ALGN says it plans to repurchase $200M of common stock through open-market purchases under its $1B buyback program approved in April 2025. The company expects to complete the buyback by October 2026 using cash on hand.
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When your kids have been puking all night, every night, all week long because you thought it was a good idea to take them to a play place last weekend to get some energy out 🫩🤮 https://t.co/x6KKESeAx1
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Hershey CEO Kirk Tanner on GLP-1 drugs, premium chocolate strategy and shifting consumer habits amid a volatile cocoa market. https://t.co/7HM8WBXhfA
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CITIGROUP EXPECTS BOJ TO DELIVER RATE HIKES ROUGHLY EVERY SIX MONTHS FROM JUNE ONWARD
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Anyone remember Sven Northman Trader? He was on CNBC quite often. He really went off the grid as he said he would last year. No more YT. No more website. No more LinkedIn. And looks like he sold his X account to this lol. Guess this is how you do it when you retire… https://t.co/5tQfnbLvPA
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CITIGROUP EXPECTS BANK OF JAPAN TO DELIVER INTEREST RATE HIKE IN JUNE 2026 VS PRIOR FORECAST OF JULY
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Then why not raise prices and get to cashflow break even faster? Its almost like these people think we're stupid or something. Im sure theres plenty demand at levels where your burning cash to compete against Anthropic, which has been raising prices because of demand. The https://t.co/8cphLjOYKH
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It increases oil availability in the world, and lower oil prices
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US national debt surpasses size of the entire United States GDP for first time since World War II.
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British Police Raid Islamic Group Accused Of Sex Trafficking And Slavery https://t.co/2cJCFuj4kn
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$QQQ 2025: Jan: Green Feb: Red Mar: Red Apr: Green (massive) 2026: Jan: Green Feb: Red Mar: Red Apr: Green (massive) What the ish is dis deja vu?!
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Linde Q1 2026 Earnings Adjusted Ebit USD 2,600M (est USD 2,582M) Adjusted EPS USD 4.33 (est USD 4.26) Revenue USD 8,800M (est USD 8,581M) Sees Q2 2026 Adj Diluted Eps USD4.40- USD4.50, Up 8%-10% Yoy Sees Fy2026 Adj Eps USD17.60- USD17.90, Up 7%-9%
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The Michigan city’s home price rose 28% in the first quarter, making it the biggest mover in this year’s WSJ/Realtor Housing Market Rankings. https://t.co/1yJed2y76V
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The conglomerate’s home page looks like it hasn’t been updated in decades. If the new CEO tries to change it, he might have a problem. https://t.co/gww03iWZbJ
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LINDE PLC - SEES FY2026 CAPITAL EXPENDITURES $5.0 BLN-$5.5 BLN || SEES Q2 2026 ADJ DILUTED EPS $4.40-$4.50, UP 8%-10% YOY || SEES FY2026 ADJ EPS $17.60-$17.90, UP 7%-9%
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LINDE Q1 ADJUSTED EBIT USD 2,600 MILLION VS. ESTIMATE USD 2,582 MILLION || Q1 EBIT USD 2,400 MILLION || OUTLOOK FY CAPEX USD 5,000-5,500 MILLION || Q1 EPS USD 3.98 || Q1 ADJUSTED EPS USD 4.33 VS. ESTIMATE USD 4.26 || LINDE Q1 REVENUE USD 8,800 MILLION VS. ESTIMATE USD 8,581
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Here is an early look at the front page of today's Wall Street Journal https://t.co/jPxdtXlXmX https://t.co/airhZJLlKV
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IRAN 'WELCOMES NEGOTIATIONS' BUT REJECTS IMPOSED DEMANDS — JUDICIARY CHIEF MOHSENI-EJEI
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RT @stockdatamarket: Last three months of S&P 500 versus oil prices. Last month is ... crazy https://t.co/ARRrhjgnD8
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UK COULD BE 27C AND HOTTER THAN HAWAII AHEAD OF CHANGEABLE BANK HOLIDAY WEATHER
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BofA Securities Raises $TWLO PT to $225 from $190 - Buy Analyst comments: "CPaaS vendor Twilio reported strong 1Q26 results, with its key growth metric, gross profit dollar growth, accelerating to +16% Y/Y from 10% in 4Q25, and was well above BofA/Street at +10.6%/+10.3%. We https://t.co/4Rkv4TXEf8
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RT @bresreports: .@PunchbowlNews AM today - It was a crazy week for Congress, good & bad. What’s it all mean? - Back to the future with Hou…
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BRITISH NAVY: SHIPS' PASSAGE THROUGH THE STRAIT OF HORMUZ HAS DECREASED BY 90% SINCE THE START OF THE WAR
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OPENAI IS CONSIDERING A COMPETITION WITH APPLE, SAMSUNG, HUAWEI, AND OTHER DEVICE MAKERS TO DEVELOP ITS OWN SMARTPHONE.
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$MGA Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $10.38B (Est. $10.25B) 🟢 🔹 EPS: $1.38 (Est. $1.04) 🟢 FY26 Guide: 🔹 Revenue: $41.5B - $43.1B (Est. $42.42B) 🟡 🔹 EPS: $6.25 - $7.25 (Est. $6.70) 🟡
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OpenAI CFO Sarah Friar pushed back on concerns about missed internal targets, saying the company is “beating” its plan overall and sees a “vertical wall of demand” for its products. Friar added that compute, not demand, is often the main constraint. https://t.co/j1pLkHmLK3
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Iran Foreign Minister discussed MidEast with EU's Kallas - Irna.
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JAPAN, AUST TO PRIORITIZE TIE-UPS ON RARE EARTH, NICKEL: NIKKEI
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BOJ DATA SHOWS EXPECTED SHORTFALL 9.48 TRLN YEN IN MONEY MARKET CONDITIONS, COMPARED WITH FORECASTS FOR SHORTFALL OF UP TO 4.5 TRLN YEN
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Jefferies Raises $COHU PT to $60 from $55, Maintains Buy Rating Analyst comments: "AI/HPC test infrastructure continues to accelerate. Beat and raise with June revenue well above expectations on expanding Eclipse momentum and a broadening compute pipeline. Near-term margins
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BOJ MONEY MARKET DATA SUGGEST LIKELY FX MARKET INTERVENTION ON THURSDAY
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IRANIAN FORMIN HELD PHONE CONVERSATION WITH EU FOREIGN POLICY CHIEF KALLAS ON LATEST REGIONAL AND INTERNATIONAL DEVELOPMENTS
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Schools are pushing to get commitments from prospective students sooner, adding new early-admission rounds, and using wait lists aggressively. https://t.co/PQbXGurlZF
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BOJ 🇯🇵 DATA POINT TO FX INTERVENTION OF ABOUT 5.4 TRILLION YEN https://t.co/vGuP1CrrcP
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BoJ money market data suggest likely FX market intervention on Thursday.
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BoJ data point to FX intervention of about 5.4 trillion yen.
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Canada's Culture Minister: Regulating Online Content A Duty Of Federal Government https://t.co/xN8T1fAmOZ
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NEW TESLA REGISTRATIONS IN NETHERLANDS UP 23% IN APRIL, TO 469
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JPMORGAN CUTS TURKEY 2026 GDP FORECAST TO 3.4%, FROM 4.0% PREVIOUSLY, DUE TO IMPACT OF MIDDLE EAST CONFLICT
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JAPAN TOP FX DIPLOMAT MIMURA: NOTHING TO ADD TO STATEMENT I MADE THIS MORNING
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JAPAN TOP FX DIPLOMAT MIMURA: WON'T COMMENT ON FOREX
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Japan Top FX Diplomat Mimura: I won't comment on forex.
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Hezbollah has increasingly used first-person-view drones to attack Israeli troops, posing a major threat https://t.co/uXMLm1klUX
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ISRAELI ARMY: WE DESTROYED COMMAND HEADQUARTERS AND MILITARY BUILDINGS OF HEZBOLLAH IN SOUTHERN LEBANON
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Goldman Sachs kept a Neutral on $OWL with a $9.5 PT, saying credit remains the main drag on the story. Fundraising in real assets and institutions stayed solid, but weaker growth across Blue Owl’s credit business, especially BDC-related fees, should keep overall revenue and
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Raymond James Downgrades $RBLX to Market Perform from Outperform Analyst comments: "The company’s guidance reset confirms that safety and discovery changes are creating larger-than-expected near-term pressure on engagement and growth. The age-verification rollout has reduced https://t.co/jWHVovsMK3
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U.S. stock futures edged higher after most major indexes recorded their best month in six years. https://t.co/SaObEVpTgr
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UK MONEY SUPPLY M4 (M/M) MAR: 0.8% (PREV 0.6%)
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UK MANUFACTURING PMI APR F: 53.7 (EST 53.3; PREV 53.6)
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UK Manufacturing PMI Apr F: 53.7 (est 53.3; prev 53.6)
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JPMorgan Initiates Coverage on $ARWR with Overweight Rating, PT $88 Analyst comments: "ARWR holds a highly diversified RNAi portfolio targeting a spectrum of diseases and is strategically backed by multiple partnerships with reputable biotech/pharma players. ARWR's core driver
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UK Mortgage Approvals Mar: 63K (est 60K; prev 62.6K) - Net Consumer Credit: 1.8B (est 1.7B; prev 1.9B) - Net Lending Sec. On Dwellings: 6.1B (est 4.2B; prev 4.8B)
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UK Money Supply M4 (M/M) Mar: 0.8% (prev 0.6%)
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UK MORTGAGE APPROVALS MAR: 63K (EST 60K; PREV 62.6K)
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U.S. SOFTWARE STOCKS UP PREMARKET AFTER ATLASSIAN RAISES ANNUAL REVENUE FORECAST
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Morgan Stanley Downgrades $ELF to Equalweight from Overweight, Lowers PT to $67 from $80 Analyst comments: "We are downgrading ELF to Equalweight on worsening core U.S. cosmetics share losses, both on a dollar basis and, more significantly, on a unit basis, which should become https://t.co/Ufg6W4Lc4R
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Republican leaders are pushing Southern states to redraw congressional maps ahead of the midterm elections after a Supreme Court decision sharply curbed the use of race in crafting electoral districts https://t.co/ASiClhv9Ad
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Morgan Stanley Upgrades $CAT to Equalweight from Underweight, Raises PT to $915 from $430 Analyst comments: "Caterpillar reported a strong 1Q26 beat driven largely by much stronger results than anticipated in the company's Construction Industries business. Importantly, CAT also
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Representatives of the U.S. oil industry have flocked to a heavily guarded Caracas hotel recently to pitch their Venezuelan counterparts on plans to revive the country’s rundown oil fields https://t.co/sZoT1DmgXe
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FT: Huawei expects AI chip revenue to hit about $12B in 2026, up 60% from $7.5B in 2025, as China tech firms place large orders for its Ascend 950PR while $NVDA's H200 shipments remain stalled by regulatory issues in China. https://t.co/wKxAfrvaZ8
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SPOT GOLD FALLS OVER 1% TO $4,572.99/OZ
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"We Shouldn't Have To Live Like This": UK Terror Level Raised To 'Severe' After Stabbing Attacks https://t.co/EjyXEl4aku
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The U.S. Navy’s blockade is revealing a hole in Tehran’s strategy of guerrilla warfare and controlling the Strait of Hormuz https://t.co/meWpzVpRcp
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Third-party data reviewed points to a more measured global response to ChatGPT Images 2.0, with limited overall growth alongside sharp spikes in select emerging markets - TechCrunch (OpenAI) **Note: earlier, reportedly ChatGPT's WAU stuck in the 900Ms range since end-2025,
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APPLE SHARES UP 2.6% PREMARKET AFTER CO GUIDES Q3 SALES GROWTH ABOVE ESTIMATES
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Before Trump, the US was running a 7 to 10% deficit to GDP, while most of the world sat at 2 to 3%. Now Germany has abandoned its debt brake, and Canada is heading toward 5%. Trump pushed everyone into spending. Global fiscal expansion is the theme of the next decade, with https://t.co/xFgCDryFty
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IRAN, PAKISTAN RESUME PASSENGER FLIGHTS AFTER 60 DAYS – ISNA
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The British pharmaceutical group said it would continue to work with U.S. regulators on a review of its breast-cancer candidate after the drug failed to get backing at a key advisory committee vote. https://t.co/P67c2rFyn8
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Iran, Pakistan Resume Passenger Flights After 60 Days – ISNA On Telegram https://t.co/26UXXZoiMA
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YEN SURGES TO 155 VERSUS DOLLAR FOR SECOND DAY AMID INTERVENTION TALK
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ECB MAY RAISE INTEREST RATES IN JUNE UNLESS OUTLOOK IMPROVES, ACCORDING TO BUNDESBANK PRESIDENT JOACHIM NAGEL.
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MITSUBISHI CFO: EXPECTING YEAR-ON-YEAR PRODUCTION RECOVERY IN OUR AUSTRALIAN COKING COAL SEGMENT IN FY2026
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CHINA REOPENS FUEL EXPORT SPIGOT, OFFERING RELIEF TO ASIAN BUYERS
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TOYOTA TO POST FOURTH STRAIGHT QUARTERLY PROFIT DROP AS MIDDLE EAST RISKS, COSTS MOUNT
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BRITISH HOME OFFICE HAS RAISED THE UK’S NATIONAL TERROR THREAT LEVEL TO “SEVERE” DUE TO THE “RISING ISLAMIST AND EXTREME RIGHT-WING TERRORIST THREAT” FOLLOWING THE RECENT ANTISEMITIC ATTACK IN GOLDERS GREEN.
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MITSUBISHI CEO: REVISING FY2030 GHG EMISSIONS REDUCTION TARGET FROM A 50% CUT VERSUS FY2020 TO A 30%–50% CUT
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China Reopens Fuel Export Spigot, Offering Relief To Asian Buyers https://t.co/tW4gQWyv7R
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ECB'S NAGEL: SITUATION EVOLVING LESS FAVORABLY THAN MARCH BASELINE
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NATWEST CEO: EXPECTING 'MODEST' PICKUP IN UNEMPLOYMENT
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RT @CliveDutton63: @stockdatamarket The real price of oil! https://t.co/1GA0UlrWW0
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RT @JavierBlas: PHOTO OF THE DAY: Despite all the talk about the inmnent shut down of the Iranian oil wells, the country appears to be stil…
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Pearson said it remains on track to meet its full-year guidance after reporting higher underlying sales for the first quarter, mainly driven by growth in its virtual learning division. https://t.co/pXYMwtCRQR
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Denmark sees Tesla new registrations surge 102% y/y in April, data from https://t.co/fyrfC3yACl shows.
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ECB’s Nagel says a June response is more appropriate if the outlook does not improve significantly.
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The London-listed lender upgraded its outlook after total income for the first quarter climbed 9.5%, driven by loan volume growth and support from its structural hedge. https://t.co/gPPKjYRLjk
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Yesterday It went an entire channel on a Trump's news that "Strait of Hormuz may be open soon". While oil hit 2022's all time high, NVDA, MSFT and META were deep red. Most probably because dollar lost 1% in a single trading session https://t.co/046R1nELN1
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USD/JPY drops steeply, now at 155.9.
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Yen Strengthens Sharply Against Dollar
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RT @MrMBrown: Here we go agayen
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SWITZERLAND RETAIL SALES REAL (Y/Y) MAR: 0.5% (PREV 0.9%; PREV R 0.4%)
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Trump Threatens To Pull Some US Troops Out Of Germany While Lambasting 'Ineffective' Merz https://t.co/zTjQuCLeiy
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Mizuho Markets Cayman guaranteed senior notes rated ‘F1’ by Fitch.
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TD Cowen lifts Apple price target to $335 (prev. $325).
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Switzerland Retail Sales Real (Y/Y) Mar: 0.5% (prev 0.9%; prev R 0.4%)
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The ASX 200 ends the session 0.7% higher at 8,729.80.
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GOLD LIKELY TO REMAIN UNDER PRESSURE FOR A BIT-WSJ
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OIL RISES AS CONCERNS OVER PROLONGED MIDDLE EAST CONFLICT PERSIST-WSJ
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GOLD HOLDS IN TIGHT RANGE AS IRAN TENSIONS AND MIXED FED SIGNALS CURB UPSIDE-FX
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POUND STERLING MOVES LITTLE AS SAFE-HAVEN DEMAND LIFTS US DOLLAR-FX
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The GOP is eager to gain from the high court’s decision curbing the use of race in the drawing of electoral maps. https://t.co/ArkKDndSwN
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Good night to everyone:
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Natwest Q1 2026 Earnings -Net Interest Income £3.39B (est £3.43B) -Net Income £1.43B (est £1.32B) -Pretax Oper Profit £2.03B (est £1.92B) -Non-Interest Income £964M (est £906.9M) -Net Interest Margin 2.47% (est 2.47%) -Reaffirms FY 2025 Results Outlook -In 2026 Now Expect Income
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UK Nationwide House Price NSA (Y/Y) Apr: 3.0% (est 2.2%; prev 2.2%) - Nationwide House Price (M/M): 0.4% (est -0.3%; prev 0.9%)
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Top Russian & Indian Think Tanks Devised A Plan For Rebalancing Economic Relations https://t.co/cnml7gB1Nw
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BATTERED CHINESE PROPERTY STOCKS PRIMED FOR COMEBACK AS INDUSTRY SHOWS SIGNS OF TURNING-SCMP
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LABOUR DAY TOURISTS GAIN DEEPER AWARENESS OF CORALS AMID GOVERNMENT PROMOTION PUSH-SCMP
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Singapore PM reassures workers over AI fears, vows job opportunities-SCMP
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ECB's Muller: Increasingly likely ECB needs to raise rates.
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ECB's Muller: Becoming clearer that energy prices will remain high.
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Sumitomo: sale decision driven by buyer with nickel expertise capable of sustaining the project, CEO says.
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Sumitomo CEO says a sale was deemed the best option for the Ambatovy nickel project in Madagascar after a full review.
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Sumitomo: higher aluminium, sulphuric acid, and oil-linked LNG prices may drive increased profits, CEO says.
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Citigroup downgrades PageGroup to Neutral from Buy, cuts target price to 130p from 300p.
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73% Anthropic is valued higher than OpenAI in 2026, per Polymarket: https://t.co/0D4UbkpW4N
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Translation | Iran: Pakistan To Remain Official Mediator W/ US Talks - Mehr https://t.co/pRz5uMrhPE
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$BNO Traders circulating JPM note saying OECD commercial inventories could approach operational stress levels by June 2026 and hit critical floors by Sept as effective usable oil stocks are dramatically lower than reported figures once the one subtracts mandatory pipeline fills,
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RT @DavidSacks: It’s time to demystify Mythos. Mythos is not magic. It’s not a doomsday device. It’s the first of many models that can au…
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Last three months of S&P 500 versus oil prices. Last month is ... crazy https://t.co/ARRrhjgnD8
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Allies of the four-term senator like to emphasize, in the face of criticism otherwise, that he is very conservative. https://t.co/b9zVa2jeiZ
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China Tech Firms Place Orders For Huawei Ascend AI Processors - FT
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Today's Key Events (All EST) — 05/01 09:45: US S&P Manufacturing PMI Final 10:00: US ISM Manufacturing PMI Before Open 👇 05:00: Magna International $MGA 05:35: Linde $LIN 06:00: Estée Lauder $EL 06:00: Ares Management $ARES 06:15: Chevron $CVX 06:30: Exxon Mobil $XOM 06:30:
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Moody’s confirms A1 ratings for three Chinese bank subsidiaries in New Zealand, changes outlook to stable.
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Itochu: business unlikely to be significantly affected by Middle East crisis due to minimal exposure to regional energy assets.
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President of Itochu warns aluminium business may be affected and regional exports of textiles, food and vehicles will decline.
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Macau gaming revenue in April increased 5.5% from a year earlier to 19.9 billion patacas.
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Port infrastructure in Ukraine’s Odesa region damaged in Russian attack, with two injured, officials say.
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USD/CHF remains above 0.7800 as US Dollar gains on risk-off mood-FX
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🚨#BREAKING: Watch as Alex Jones signs off from Infowars after 27 years on air, delivering a final, defiant farewell saying We commit ourselves to God in this holy fight. We are committed and if God stands with us, who can stand against us? God bless you and let the real war https://t.co/Tb3uHN8NJI
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Here is an early look at the front page of The Wall Street Journal https://t.co/7OkE9KxsrV https://t.co/i94i3O55PQ
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RT @jimprosser: 10. We've yet to have a really great meme from the trial. A super-viral testimony answer, a judge admonishment, even a cour…
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RT @jimprosser: 8. Hey execs: maybe don't keep diaries? Relatedly, all these constant-ambient-listening AI personal devices are going to be…
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CIBC lifts Bombardier price target to C$295 (prev. C$288).
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CHINA’S EV PRICE WAR TURNS INTO AI ARMS RACE BEYOND CHEAPER CARS-CNBC
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Sojitz CEO: alternatives are needed for China-restricted raw materials such as xylene.
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Futes: Green again. https://t.co/SScJyqjVrI
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JPMorgan lifts Caterpillar price target to $1,125 (prev. $860).
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President Donald Trump has intensified his pressure on Germany, as he contemplates lowering the number of U.S. troops in the country after a public disagreement with Chancellor Friedrich Merz tied to the conflict with Iran-FOX 5 DC
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So far tied for the largest intervention in history by volume. And least effective https://t.co/MLbKuXrCYP
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France allows flower shops and bakeries to open on May Day-FT
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A quick history of pass yenterventions: (1) Thu 22Sep22: ¥2,838.2bn / ~$19.8bn (@ USDJPY ~143.50) (2) Mon 21Oct22: ¥5,620.2bn / ~$37.7bn (@ USDJPY ~149.00) (3) Thu 24Oct22: ¥729.6bn / ~$4.9bn (@ USDJPY ~147.50) (4) Mon 29Apr24: ¥5,918.5bn / ~$37.7bn (@ USDJPY ~157.00) (5) Wed
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Greens to pledge £15 minimum wage in employment rights’ push-FT
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WPP boss faces pay battle after opposition from proxy shareholder groups-FT
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The Topix index recovers from losses to end flat in recent trade.
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Review: Twice turned into a film, A.J. Quinnell’s 1980 novel, "Man on Fire," is now a seven-part thriller on Netflix starring Yahya Abdul-Mateen II as a disgraced operative protecting a child amid a criminal conspiracy. https://t.co/HagP1gyjOu
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GOOGL market cap is just 4% away from overtaking NVDA as the largest company in the world
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"Oil px action + setup still binary in conversations... specialists: mispriced and cheap vs generalists: 'time to move on'" - Goldman
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HK$1 minimum wage rise unlikely to significantly lift low-paid incomes, experts say-SCMP
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JPMorgan lifts Air Products price target to $330 (prev. $310).
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JPMorgan lowers International Paper price target to 3,200p (prev. 3,500p).
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This the same CFO would said OpenAI wants a "Federal Backstop" for its investments? https://t.co/cNmiVtgsAh
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Piper Sandler lifts Allstate price target to $268 (prev. $2
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RT @paulsperry_: BREAKING: According to a federal prosecutor familiar with the burgeoning "grand conspiracy" case, Eric Ciaramella is under…
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"Most Americans care deeply about inflation, gas prices, and other pocketbook issues, and they want Washington to respond to their economic anxieties. Yet the U.S. government seems to be going in the opposite direction," per TIME
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"Illusion Of Plenty": JPMorgan Explains Why Hormuz Strait Will Reopen By September... One Way Or Another https://t.co/MMELjmfA3h
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Congress Passes 45-Day Extension Of FISA Section 702, Sending It To Trump's Desk https://t.co/i8xk1hz9wW
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*CENTCOM BRIEFED TRUMP FOR 45MINS ON POTENTIAL IRAN PLANS: AXIOS
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Middle East war may cause a sharp growth slowdown, ASEAN ministers say.
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Surprising traits of women who earn $775,000 a year or more: Some counterintuitive takeaways from conversations with three high-earners. https://t.co/bMv66HSp6F https://t.co/xUO97E9unL
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Leerink Partners lifts Illumina price target to $175 (prev. $160).
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RT @zerohedge: So Treasury agreed to BOJ intervention if they also slammed oil *MIMURA: BEEN IN VERY CLOSE CONTACT WITH US
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The $22 Billion Redemption Freeze That Exposes The CRE Trap Starwood does not halt redemptions from a $22 billion real estate fund because conditions are healthy. It does it because the product’s core promise is breaking under stress. The pitch was private real estate income https://t.co/RkkaebqIC5
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JPMorgan lifts Iron Mountain price target to $138 (prev. $121).
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Yen Rally Is at Risk of Fading Fast Without More Intervention: BBG yes, sink another 90BN for 300pips, so it then goes to 200
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$GOOG inches away from overtaking $NVDA. If I told you this last year, you would have laughed so hard you would pop an aneurysm. But here we are…
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Review: Hugh Bonneville stars in "Twenty Twenty Six," a six-part comedy on BritBox and Tubi that offers a thinly veiled spoof of the inner workings of FIFA as it prepares for the World Cup. https://t.co/W87iVPUgaU
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JPMorgan lowers Clorox price target to $95 (prev. $99).
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Mitsui & Co. Q4 Earnings: • Net Income: ¥222.02B (est ¥230.6B) • Sees FY Net Income: ¥920.0B (est ¥940.5B) • Targets ROE Of 12% In Fiscal Year To March 2029
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American consumer confidence is trending lower among most generations: The 6-month average of the Consumer Confidence Index for Generation X is down to ~78 points, the lowest in at least 4.5 years. At the same time, the gauge for Baby Boomers is down to ~83 points, the lowest https://t.co/GrNVL2yKPO
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Oppenheimer lowers Reddit price target to $225 (prev. $250).
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Raymond James lowers Atlassian price target to $130 (prev. $170).
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Piper Sandler lifts Integer Holdings price target to $97 (prev. $87).
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Saudi Arabia Public Investment Fund To Stop Funding LIV Golf After 2026 Season https://t.co/RKB7OLe40k
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Tucker Carlson says Trump’s war in Iran shows the president has been captured by neoconservatives, per WSJ
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JPMorgan lowers Check Point Software price target to $135 (prev. $185).
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JPMorgan trims GoDaddy Inc target price to $154 from $167.
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JPMorgan lowers SYK price target to $400 (prev. $445).
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JPMorgan increases Schneider National target price to $31 (prev. $26).
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Arm twisting CEOs (recall 'capex dinner' hot mic Zuck asking Trump what $ he has to committ, his stock now 👎) to overbuild and overpay for data center Potemkin villages. Wonder if Trump's tech GDP central planners can pull it off without a crash. https://t.co/teVTOlLbSA
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Self driving cars in California will now be able to get traffic tickets starting on July 1st - The Verge https://t.co/9KdWELUQvC
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