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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.

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IRAN: ‘THREATS NEUTRALIZED,' NEW HORMUZ PROTOCOL IN PLACE
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$UBER JUST REPORTED EARNINGS EPS of $0.72 beating expectations of $0.69🟢 Revenue of $13.2B missing expectations of $13.3B🔴 https://t.co/e9d1aWOCmz
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IRGC NAVY SAYS SAFE PASSAGE VIA HORMUZ WILL BE ENSURED:PRESS TV
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Iran: ‘Threats neutralized,' new Hormuz protocol in place
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IRGC NAVY SAYS SAFE PASSAGE VIA HORMUZ WILL BE ENSURED:PRESS TV
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RT @aghplt: اخباری که یک رسانه نزدیک به اسرائیل (آکسیوس) و بعد از آن یک رسانه غربی از جزییات توافق احتمالی ایران و آمریکا مطرح می‌کند بنظر…
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PAKISTAN FOREIGN MINISTER: WE ARE TRYING THAT U.S.-IRAN CEASEFIRE LEADS TO PERMANENT END OF WAR
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$UBER Uber Q1 2026 Earnings Adj EPS $0.72, est. $0.68 Rev. $13.2B, est. $13.34B
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$TKR Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.23B (Est. $1.17B) 🟢; +8.0% YoY 🔹 Adj. EPS: $1.67 (Est. $1.51) 🟢; +19.3% YoY 🔹 Adj. EBITDA Margin: 18.8%; +60 bps YoY 🔹 Net Income Margin: 8.0%; +110 bps YoY 🔹 Organic Sales: +4.3% YoY FY 2026 Guide: 🔹 Adj. EPS: $5.75-$6.25
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Novo Nordisk Soars After New Obesity Pill Momentum Lifts Guidance https://t.co/3YEFOhVDfK
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Traders pare wagers on BoE rate hikes, 49bps priced by year-end
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IRAN IS REVIEWING A NEW U.S. PROPOSAL TO RESOLVE THEIR 10-WEEK CONFLICT.
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US PROPOSES IRAN TO REOPEN HORMUZ, LIFTS BLOCKADE; IRAN AGREES TO HALT NUCLEAR ENRICHMENT; FULL NUCLEAR DEAL TO BE DISCUSSED LATER.
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IRAN EVALUATING NEW PROPOSAL FROM US TO END THEIR 10-WEEK WAR
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IRAN EVALUATING NEW PROPOSAL FROM US TO END THEIR 10-WEEK WAR
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RT @themarketear: When vols, memory pricing, and call chasing all go vertical together, you’re no longer trading fundamentals. You’re tradi…
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$DIS Disney Q2 2026 Earnings Adj EPS $1.57, est. $1.51 Rev. $25.17B, est. $24.85B Sees FY adj EPS +16% incl. 53rd week Sports rev. $4.61B, est. $4.59B Total segment oper income $4.60B, est. $4.38B Entertainment oper income $1.34B Experiences oper income $2.62B Sports oper income
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DISNEY $DIS Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $25.17B (Est. $24.87B) 🟢; +6.6% YoY 🔹 Adj. EPS: $1.57 (Est. $1.51) 🟢 🔹 Sees FY26 Adj EPS growth of about 12% Segment Performance: 🔹 Entertainment Revenue: $11.72B (Est. $11.39B) 🟢; +9.7% YoY 🔹 Sports Revenue: $4.61B (Est. https://t.co/7JeL9yK9AR
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DISNEY Q2 2026 EARNINGS -ADJ EPS $1.57 (EST $1.51) -REV. $25.17B (EST $24.87B) -TOTAL SEGMENT OPER INCOME $4.60B (EST $4.38B) -ENTERTAINMENT REV. $11.72B (EST $11.39B) -EXPERIENCES REV. $9.49B (EST $9.4B) -SPORTS REV. $4.61B (EST $4.59B) -SEES 2026 ADJ EPS GROWTH OF ABOUT 12%
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$DIS Disney Q2 2026 Earnings -Adj EPS $1.57 (est $1.51) -Rev. $25.17B (est $24.87B) -Total Segment Oper Income $4.60B (est $4.38B) -Entertainment Rev. $11.72B (est $11.39B) -Experiences Rev. $9.49B (est $9.4B) -Sports Rev. $4.61B (est $4.59B) -Sees FY 2026 Adj EPS Growth Of About
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BRENT OIL PRICE FALLS 9.2% TO $99.79 PER BARREL DUE TO INCREASING OPTIMISM ABOUT A US-IRAN DEAL.
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IRAN'S REVOLUTIONARY GUARDS NAVY APPRECIATES CAPTAINS AND VESSEL OWNERS IN THE GULF AND GULF OF OMAN FOR FOLLOWING IRANIAN RULES WHILE TRANSITING THE STRAIT OF HORMUZ, AS REPORTED BY STATE MEDIA.
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IRAN'S REVOLUTIONARY GUARDS NAVY DECLARES SAFE AND STABLE TRANSIT THROUGH THE STRAIT WILL BE ACHIEVABLE THANKS TO THE END OF 'THREATS FROM AGGRESSORS' AND NEW MEASURES.
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Translation | With The End Of The Aggressors' Threats And In The Shadow Of New Procedures, The Possibility Of Safe And Sustainable Passage Through The Strait Will Be Provided. @niroo_daryayi
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Iran's Revolutionary Guards Navy, with the end of 'threats from aggressors' and in light of new procedures, safe and stable transit through the strait will be possible - State media
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In a letter to shareholders, Josh D’Amaro explains his plan to use technology. https://t.co/j3miamDZDn
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$DIS Disney Q1 2026 Earnings Adj EPS $1.57, est. $1.51 Rev. $25.17B, est. $24.85B
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$COR Cencora Q1 2026 Earnings -Adj EPS $4.75 (est $4.82) -Rev. $18.4B (est $81.01B) -Adj. Oper Income $1.38 (est $1.31B) -Adj EPS guidance range raised -Sees FY Adj EPS $17.65 To $17.90, Saw $17.45 To $17.75
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CVS Q1 2026 EARNINGS -ADJ EPS $2.57 (EST $2.18) -NET REV. $100.43B (EST $94.77B) -ADJ. OPER INCOME $5.15B (EST $4.52B) -COMP SALES +2.8% (EST +0.93%) -RAISES FY 2026 GUIDANCE -SEES FY ADJ EPS $7.30 TO $1.50, SAW $7 TO $7.20 (EST $1.12) -SEES FY CASH FLOW FROM OPS AT LEAST $9.5B,
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$CVS Q1 2026 Earnings -Adj EPS $2.57 (Est $2.18) -Net Rev. $100.43B (Est $94.77B) -Adj. Oper Income $5.15B (Est $4.52B) -Comp Sales +2.8% (Est +0.93%) -Raises Fy 2026 Guidance -Sees FY Adj EPS $7.30 To $1.50, Saw $7 To $7.20 (Est $1.12) -Sees FY Cash Flow From Ops At Least $9.5B,
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RT @niroo_daryayi: 2/ با پایان تهدیدهای متجاوزان و در سایه رویه‌های جدید امکان عبورومرور ایمن و پایدار از تنگه فراهم خواهد شد.
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CVS attributed much of the improvement to a turnaround at its insurance unit, Aetna. https://t.co/24ZUjvP0Jm
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CVS attributed much of the improvement to a turnaround at its insurance unit, Aetna. https://t.co/mVY8YBDxV1
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$CVS Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $100.4B (Est. $95.02B) 🟢; +6.2% YoY 🔹 Adj. EPS: $2.57 (Est. $2.21) 🟢 🔹 Adjusted Operating Income: $5.15B; +12.5% YoY 🔹 Health Care Benefits MBR: 84.6% 🔹 Operating Cash Flow: $4.2B FY 2026 Guide: 🔹 Adj. EPS: $7.30-$7.50 (Est. https://t.co/DIU4tJqgUD
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There Needs To Be A Stronger European Element In NATO, Says Starmer https://t.co/xcSmJnDUj5
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Doctors worry that the “looksmaxxing” trend on social media is fueling male eating disorders and risky behaviors. https://t.co/AM6gSqMeH1
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SLOVAKIA WILL END VOLUME LIMITS ON DIESEL SALES AND REMOVE HIGHER PRICES FOR FOREIGN VEHICLES STARTING FRIDAY, ACCORDING TO THE MINISTER.
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ISRAEL'S MILITARY ANNOUNCES IT HAS STARTED ATTACKING HEZBOLLAH INFRASTRUCTURE IN MULTIPLE LOCATIONS IN LEBANON.
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Oil https://t.co/OqmQ9fdoFu
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(IR) Iran Foreign Ministry spokesperson: Evaluating US's 14-point peace plan - CNBC (More at https://t.co/EixFz9Wk4O)
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Axios cooking bears again and again https://t.co/xD7OTumDoh
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The money will come from government-backed investors and align the AI startup with Beijing’s push for technology self-sufficiency. https://t.co/e5A74vYFdn
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$OSCR Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $4.65B (Est. $4.91B) 🔴 🔹 EPS: $2.07 (Est. $1.06) 🟢 🔹 Total Members: 3.17M 🔹 MLR: 70.5% 🔹 Adjusted EBITDA: $727.1M FY 2026 Guide: 🔹 Full-Year 2026 Outlook: Reaffirmed across all metrics Other Metrics: 🔹 Individual And Small
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$AMCR Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $5.91B (Est. $5.71B) 🟢 🔹 EPS: $0.96 (Est. $0.96) 🟡 FY 2026 Guide: 🔹 EPS: $3.98-$4.03 (Est. $3.91) 🟢
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@axios https://t.co/PAL5OyVAq0
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Almost $187’s…
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After yesterday’s savage strikes against our cities and communities – Dnipro, Zaporizhzhia, Kramatorsk, and others – the Russian army continued active hostilities and terrorist shelling throughout this day as well. Russia’s choice is an obvious spurning of a ceasefire and of
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Після вчорашніх жорстоких ударів проти наших міст і громад – Дніпра, Запоріжжя, Краматорська й інших – російська армія продовжила активні бойові дії та терористичні обстріли й цієї доби. Вибір Росії – очевидна відмова від тиші та від збереження життів. На всіх ключових ділянках
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RT @AnasMallick: US - Iran are close to an “agreement” to end the war with Pakistan's mediation, an all encompass "deal" is set to be discu…
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$LPX Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $574M (Est. $579.44M) 🔴 🔹 Adj. EPS: $0.38 (Est. $0.18) 🟢 🔹 Adjusted EBITDA: $82M FY26 Guide: 🔹 Revenue: $1.65B-$1.67B (Est. $2.65B) 🔴 🔹 Siding Adjusted EBITDA: $410M-$425M 🔹 OSB Adjusted EBITDA: $(40)M 🔹 Consolidated Adjusted
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CONFIRMATION THAT CRUISE SHIP HANTAVIRUS CAN SPREAD FROM HUMAN TO HUMAN DOES NOT CHANGE RISK ASSESSMENT, REMAINS AT LOW RISK, WORLD HEALTH ORGANISATION'S SOUTH AFRICA REPRESENTATIVE SAYS
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Spokesperson for Iran’s foreign Ministry: We were “evaluating” Washington’s 14-point peace proposal - CNBC
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$GEO Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $705.2M (Est. $691.11M) 🟢 🔹 EPS: $0.29 (Est. $0.19) 🟢 FY26 Guide: 🔹 Revenue: $2.95B-$3.10B (Est. $2.97B) 🟡 🔹 EPS: $1.15-$1.25 (Est. $1.20) 🟡
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$YOU Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $253.0M (Est. $244.06M) 🟢; +19.7% YoY 🔹 EPS: $0.38 (Est. $0.31) 🟢 🔹 Total Bookings: $291.7M; +40.8% YoY 🔹 Total CLEAR Members: 41.0M; +31.3% YoY Q2 2026 Guide: 🔹 Revenue: $268M-$271M (Est. $256.5M) 🟢; +22.8% YoY 🔹 Total https://t.co/eURmLOUIT2
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A focus on top-selling brands and beer alternatives helped the mega-brewer claim volume-based growth, according to its marketing chief. https://t.co/lhXMuGP9LF
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A secret team at Ford tore up the automaker’s assembly line. The goal: make an electric truck that’s as fast as the Mustang, for the price of a Camry. 🔗 https://t.co/nfCh0jV7zw https://t.co/UBVPgRFngf
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AMETEK $AME to acquire Indicor’s instrumentation businesses in an all-cash deal valued at ~$5B. The portfolio brings ~$1.1B in annual sales and will be added to AMETEK’s Electronic Instruments and Electromechanical groups. Closing expected in 2H26, pending approvals.
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ELON MUSK'S SPACEX TO SPEND $55 BILLION ON TERAFAB PLANT IN TEXAS.
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ZELENSKIY SAYS RUSSIA CONTINUES ATTACKS, SPURNING CEASEFIRE
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Amazon, Alphabet, Microsoft and Meta posted ~$430.6B in Q1 revenue, while AWS, Google Cloud and Microsoft Intelligent Cloud hit $92.3B combined, up ~35% YoY. https://t.co/HYyWSyei6j
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These Are The Most-Crowded Longs & Shorts In European Markets https://t.co/j4X1bwSslB
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For years, churches have worried about empty pews. At St. Joseph’s Church in Greenwich Village, the problem is flipped: there isn’t enough room. https://t.co/r3w1m1j7cI
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Negotiations between the NFL and the NFL Referees Association on a new collective bargaining agreement have progressed far enough that the union has scheduled a ratification vote for Thursday night, per @SeifertESPN and @kalynkahler. https://t.co/9BHcDlpcWi
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$NICE Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $768.6M (Est. $760.94M) 🟢; +9.8% YoY 🔹 Adj. EPS: $2.64 (Est. $2.52) 🟢 🔹 Cloud Revenue: $603.4M; +14.6% YoY 🔹 AI ARR: +66% YoY Q2'26 Guide: 🔹 Revenue: $761M-$771M (Est. $777.4M) 🔴; +5.5% YoY 🔹 Adj. EPS: $2.60-$2.70 (Est. https://t.co/hv2DLM3MwP
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S&P500 Futs Jump, Bonds Rally, Oil Tanks On Axios Report U.S.-Iran Nearing Deal https://t.co/g1L7Ukyrs7
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$SPX 8,000 now in the conversation for this year…
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*(IR) PAKISTANI SOURCE CONFIRMS AXIOS'S PRESS REPORT REGARDING CLOSING IN ON IRAN-US MOU TO END THE WAR - PRESS (More at https://t.co/nVqcUURkya)
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People are adding typos, aggressively casual language and references to ‘The Office’ to stay ahead of armchair detectors. https://t.co/6gCtmif1kd
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🔴Pakistani source confirms that the US and Iran are closing in on a one-page memo to end the war
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Here is an early look at the front page of today's Wall Street Journal https://t.co/gtx13NHgOO https://t.co/osVQKvoVV8
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RT @Mr_Derivatives: $NVO Lookin’ spiffy lately…
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No funds were taken from the ECB overnight loan facility, while €2,261.66 billion was deposited, the ECB says.
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Hg’s planned IPO of Visma, once seen as a landmark London listing, is now unlikely this year after the AI-driven “SaaSpocalypse” hit software valuations. The delay matters for London and Hg, whose portfolio is marked at 25x earnings with average net debt above 7x EBITDA. https://t.co/zYpc7XUf46
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So the core source of this "Memorandum of Understanding" are PAKISTANI WHATSAPP sources. They assume that: 1. Iran will abbadon nuclear program, open Strait of Hormuz and get partial sanction reflief. 2. Assumes that Witkoff + Kushner will finally arrive in Pakistan (after 3
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*(IR) TTN Note: The most striking detail of Axios piece is that Iran is reportedly willing to physically remove its highly enriched uranium stockpile from the country — with one source explicitly saying an option under discussion is transferring it directly to the United States
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RT @bresreports: .@PunchbowlNews AM today - No drama: Jeffries will be the next House speaker - if Dems win - Trump gets his Indiana reveng…
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OpenAI recently gave its popular ChatGPT strict instructions: Stop talking about goblins. https://t.co/oq6kSjFLIt https://t.co/YKxa9jdbRe
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It won't age well - Iran will deny before the day ends. The same as with the "project freedom". It has no chance, except U.S. wants to handover Strait of Hormuz to Iran, and make UAE, Qatar and Saudii Arabia poor. https://t.co/brxNgFq0Z5
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IRAN DEAL CLOSE: WAR PAUSE & NUCLEAR TALKS The White House is nearing a one-page MOU with Iran to halt fighting and start nuclear talks. Iran is expected to respond within 48 hours; no deal is final. Core terms: Iran: Pause enrichment, no nukes, accept UN inspections, curb
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U.S. AND IRAN CLOSING IN ON ONE-PAGE MEMO TO END WAR, OFFICIALS SAY- AXIOS THE U.S. EXPECTS IRANIAN RESPONSES ON SEVERAL KEY POINTS IN THE NEXT 48 HOURS - AXIOS
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RT @Scutty: How many times now Axios reported the war is ending? https://t.co/x6dHG0gDXr
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European energy shares fall 2.2% after oil prices ease on reports of a US-Iran deal to end the war.
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BITCOIN RISES TO 3-MONTH HIGH OF $81,956 - LSEG
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EUROZONE PPI (Y/Y) MAR: 2.1% (EST 1.8%; PREV -3.0%)
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EUROZONE PPI (M/M): 3.4% (EST 3.4%; PREV -0.7%; PREV R -0.6%)
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RADICO KHAITAN: Q4 INCREASED IN PROFIT OF 95.96% FROM PREVIOUS (YOY).
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America’s main Middle Eastern partners fear that Tehran is concluding that further escalation pays off because Trump is so intent on extricating himself from the war that he will ignore Iranian attacks on U.S. regional allies https://t.co/OAs6JF6Jg9
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Eurozone PPI (Y/Y) Mar: 2.1% (est 1.8%; prev -3.0%) - PPI (M/M): 3.4% (est 3.4%; prev -0.7%; prev R -0.6%)
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U.S. stock futures add to gains after Axios says Washington expects Iranian replies on key points within 48 hours.
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Germany’s tax revenue is seen remaining relatively stable despite economic headwinds, according to government sources cited by Handelsblatt.
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Silver climbs more than 5%, with spot prices at $77.17/oz.
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Carbon Neutral, Speech Negative: Amsterdam Bans Ads Featuring Meat & Fossil Fuels https://t.co/DIpTjTmwtm
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AXIOS never disappoints! Another peace agreement announced today! They say "Wow, Strait of Hormuz will be open! Per AXIOS!" Really, they did it once again! This spike is just after AXIOS did announce "Strait of Hormuz to be open". While oil crashed too! https://t.co/CRY6OhN6M8
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Nothing agreed yet, US sees Iran responses next 48 hours - axios
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A one-page memo to end the war between the U.S. and Iran is nearing completion, officials say, according to Axios.
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#US And #Iran Closing In On One-Page Memo To End #War, Officials Say – @axios https://t.co/EaWZMOtdDd
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The deal would involve both the U.S. and Iran removing restrictions on passage through the Strait of Hormuz, Axios says.
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Under the deal, Iran would commit to a nuclear enrichment moratorium, while the U.S. would ease sanctions and unfreeze billions of dollars, Axios reports.
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Deal would involve Iran committing to a moratorium on nuclear enrichment and u.s. agreeing to lift its sanctions and release billions in frozen Iranian funds - Axios
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US-Iran deal would involve both sides lifting restrictions around transit through the Strait of Hormuz - Axios.
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Iran is expected to respond on several key points within 48 hours, according to the U.S., Axios reports.
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Futes poppin’ on this: https://t.co/dP9EvsqHRk
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*(IR) REPORTEDLY US BELIEVES IT IS GETTING CLOSE WITH IRAN TO ONE-PAGE MEMO TO END THE WAR AND FRAMEWORK FOR MORE DETAILED NUCLEAR TALKS; NOTHING HAS BEEN AGREED YET - AXIOS - Axios sources said this was the closest the parties had been to an agreement since the war began. (More
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Axios: The U.S. and Iran are nearing a 14-point one-page framework to end the war and open a 30-day negotiation window. The draft would include a moratorium on Iranian enrichment, gradual sanctions relief, release of frozen funds, and easing Strait of Hormuz restrictions. https://t.co/FQr2wrnoLA
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US & IRAN CLOSING IN ON ONE-PAGE MEMO TO END WAR: AXIOS #BIGBREAKING
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$AMD $421… Wow
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US & Iran closing in on one-page memo to end war - Axios
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US And Iran Closing In On One-Page Memo To End War, Officials Say – Axios https://t.co/EaWZMOtdDd
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Chinese firms are becoming increasingly brazen in shipping components that can be used in drones to Russia and Iran https://t.co/AJfCgGuefV
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China to issue 84 billion yuan in yuan-denominated treasury bonds in Hong Kong, finance ministry says.
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Norway to allocate 2.8 billion NOK to Ukraine through PURL, government says.
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Year 2027 - the Strait of Hormuz. Project Double Freedom has officially been announced. The Strait of Hormuz has now been closed for over a year. According to AXIOS, peace agreement proposal #8,124 has been introduced so far. Gas is now $7 per gallon. Inflation officially
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Fuel supply at Lufthansa hubs is secured until end-June, CFO says.
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India will collaborate with Vietnam on critical minerals, rare earths, and energy, PM Modi says.
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U.S. stocks looked set to extend record highs after Trump walked back an effort to guide commercial ships through the Strait of Hormuz, easing concerns of a near-term escalation in the U.S.-Iran war. https://t.co/JoByIAaivz
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UKS&P GLOBAL COMPOSITE PMI: 52.6 (EST 52.0; PREV 52.0)
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UK Official Reserve Changes (USD) Apr: 1263M (prev -7884M)
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UK OFFICIAL RESERVE CHANGES (USD) APR: 1263M (PREV -7884M)
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UK S&P GLOBAL SERVICES PMI APR F: 52.7 (EST 52.0; PREV 52.0)
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UK S&P Global Services PMI Apr F: 52.7 (est 52.0; prev 52.0) - S&P Global Composite PMI: 52.6 (est 52.0; prev 52.0)
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The ECB is paying close attention to any signs of inflation expectations becoming unanchored, Cipollone says.
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Eurozone wage growth is set to slow this year, despite the rise in energy prices that has accompanied the conflict in the Middle East, according to the European Central Bank. https://t.co/3pGKiUdDHz
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Rivian $RIVN says more R2 variants are coming. CEO RJ Scaringe didn’t give details, but said the Georgia plant is built for different versions. The R2 starts at $58K, deliveries begin around June, and a $45K trim with 275+ miles is due by late 2027. https://t.co/Ht4STz4vDl
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$FRSH Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $228.63M (Est. $223.67M) 🟢 🔹 EPS: $0.11 (Est. $0.11) 🟡 Q2 2026 Guide: 🔹 Revenue: $232M-$235M (Est. $233M) 🟡 🔹 EPS: ~$0.13 (Est. $0.13) 🟡 FY 2026 Guide: 🔹 Revenue: $958M-$964M (Est. $955.6M) 🟢 🔹 EPS: $0.61-$0.63 (Est. $0.57) https://t.co/9oPMd1ozbG
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Bernstein upgrades $DECK to Market Perform, PT $100. Firm says Hoka growth slowed from 24% in FY25 to mid-teens in FY26 guide, while Ugg slowed from 13% to MSD%. With shares down 49% in 2025 & -5% YTD, Bernstein says DECK now “seems fairly valued” with “no significant downside”
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https://t.co/6vDoYCnQhr
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No Kings? In Europe, Monarchs Are Far More Popular Than Politicians https://t.co/XxDQ9tIodN
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$PHIA.DE TTN 04:00 ET Call Summary: Helium supply is tightening, and management explicitly tied that to geopolitical developments in the Middle East, saying this is pushing up costs and increasing customer focus on uninterrupted MRI operations; that backdrop appears to be
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ECB Sees Wage Growth At 2.6% in Q3 and Q4 2026 https://t.co/t5aaqv9ttD
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RT @C_Barraud: 🇪🇺 #ECB SEES WAGE GROWTH AT 2.6% IN 3Q AND 4Q 2026 - BBG https://t.co/pUuvpFEm9S https://t.co/FBVXhPgRC7
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ITALY RETAIL SALES (Y/Y): 3.7% (EST 1.4%; PREV 1.6%)
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ITALY RETAIL SALES (M/M) MAR: 0.8% (EST -0.4%; PREV 0.0%)
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In retirement, you suddenly have the time do all those DIY projects you’ve been putting off. But you may no longer have the agility. https://t.co/0lLASS4s8d
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EUROZONE S&P GLOBAL SERVICES PMI APR F: 47.6 (EST 47.4; PREV 47.4)
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EUROZONE S&P GLOBAL COMPOSITE PMI: 48.8 (EST 48.6; PREV 48.6)
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Diageo, the maker of Johnnie Walker and Guinness, reported 0.3% organic sales growth, beating expectations for a 2.3% decline. Strong growth in Africa, Latin America, and Europe helped offset a 9.4% drop in North America. https://t.co/op4dXs17Vt
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Iran embassy denies link to Korean vessel damage in Hormuz - YTN
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ECB Wage Tracker: Forward-looking information is broadly unrevised and indicates stable negotiated wage growth at around 2.6% by the end of 2026.
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Eurozone Services PMI Final Actual 47.6 (Forecast 47.4, Previous 47.4)
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Eurozone Composite Final PMI Actual 48.8 (Forecast 48.6, Previous 48.6)
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Italy Retail Sales (M/M) Mar: 0.8% (est -0.4%; prev 0.0%) - Retail Sales (Y/Y): 3.7% (est 1.4%; prev 1.6%)
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Eurozone S&P Global Services PMI Apr F: 47.6 (est 47.4; prev 47.4) - S&P Global Composite PMI: 48.8 (est 48.6; prev 48.6)
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RT @stockdatamarket: Oil futures went down, because "Project freedom" has been cancelled. And United States and Trump accepted proven fact…
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GERMANY S&P GLOBAL SERVICES PMI APR F: 46.9 (EST 46.9; PREV 46.9)
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GERMANY S&P GLOBAL COMPOSITE PMI: 48.4 (EST 48.3; PREV 48.3)
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Germany S&P Global Services PMI Apr F: 46.9 (est 46.9; prev 46.9) - S&P Global Composite PMI: 48.4 (est 48.3; prev 48.3)
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BMW kept its 2026 outlook unchanged, with strong Europe demand helping offset weakness in China. Its auto EBIT margin was 5% in Q1, while the company said order intake in Europe hit a record. BMW also said tariffs will cut its auto margin by about 1.25 points this year. https://t.co/QKC71rUg5V
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German Services PMI Final Actual 46.9 (Forecast 46.9, Previous 46.9)
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German Composite PMI Final Actual 48.4 (Forecast 48.3, Previous 48.3)
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Coupang $CPNG says 2026 revenue growth will slow after its data breach hit spending. Q1 operating loss was $242M vs. $39.3M expected, partly from customer vouchers. The board added $1B to its buyback plan. https://t.co/zmQKNnwmVx
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FRANCE S&P GLOBAL COMPOSITE PMI: 47.6 (EST 47.6; PREV 47.6)
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FRANCE S&P GLOBAL SERVICES PMI APR F: 46.5 (EST 46.5; PREV 46.5)
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France S&P Global Services PMI Apr F: 46.5 (est 46.5; prev 46.5) - S&P Global Composite PMI: 47.6 (est 47.6; prev 47.6)
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TotalEnergies teams up with Dell Technologies and NVIDIA to sign a contract for designing and installing Pangea 5.
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Iran’s Araqchi urged, in a phone call with his Saudi counterpart, continued diplomatic engagement between regional countries to prevent escalation, according to Telegram.
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ITALY S&P GLOBAL COMPOSITE PMI: 50.5 (EST 48.4; PREV 49.2)
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US GASOLINE TOPS $4.50/GALLON FOR FIRST TIME SINCE JULY 2022 - BBG
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Iran and Saudi foreign ministers discuss Middle East in call - Iran.
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Samsung just crossed a $1T market value, with the stock more than quadrupling over the past year and jumping another 14% on Wednesday. https://t.co/kmctLHx9Zr
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ITALY S&P GLOBAL SERVICES PMI APR: 49.8 (EST 47.9; PREV 48.8)
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Italy S&P Global Services PMI Apr: 49.8 (est 47.9; prev 48.8) - S&P Global Composite PMI: 50.5 (est 48.4; prev 49.2)
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SK HYNIX +146% YTD https://t.co/OppzRTFSdu
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New Mountain (private credit fund) says its discounted debt buying is already paying off. After selling $477M of assets at a 6% discount, the BDC bought one loan near 65 cents that is now trading about 10 cents higher, lifted portfolio yield to 11.1%, & repurchased $57M of stock. https://t.co/u5kajfPoth
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US Gasoline Tops $4.50/Gallon For First Time Since July 2022
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RT @JavierBlas: For the first time since 2022, US gasoline average retail price tops $4.5 per gallon.
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JUST IN: 🇺🇸 Average US gas price rises over $4.50 per gallon for the first time since 2022.
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BMW CEO expresses strong belief that China will stay its biggest market.
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RT @AnasMallick: As what I understand, while the ball largely lies in Iranian court when it comes to US - Iran negotiations, i would not be…
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An arms depot at an Iranian Kurdish opposition camp north of Erbil, Iraq, was hit by a drone attack, according to security sources.
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The jeweler’s revenue for the first three months of the year was 2% higher organically than in the same period of 2025. https://t.co/tMQKpDYStU
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UK Faces Summer Flight Disruptions As Jet Fuel Risks Mount https://t.co/rVjhnVT7xW
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The BMW CEO says the US administration fully supports the company’s export model.
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Iran’s Foreign Minister Araghchi: Political crisis can't be solved militarily - Xinhua
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China's Lin: China and the US are in communication on Trump's trip
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China’s foreign ministry: Wang Yi affirms China as a reliable strategic partner of Iran.
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China’s foreign ministry urges a prompt response to international calls for ensuring safe passage through the strait.
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China’s foreign ministry emphasizes the importance of sustaining negotiations.
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South Africa S&P Global PMI Apr: 51.6 (prev 50.8)
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China’s foreign ministry calls for an urgent and complete halt to hostilities.
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FT: DeepSeek is in talks for its first fundraising at about a $45B valuation, with China’s state-backed semiconductor “Big Fund” seeking to lead and Tencent also in discussions. The AI lab was valued around $20B only weeks ago. https://t.co/TywA0yemYp
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China seeks a bigger role in restoring Middle East peace
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Infineon forecast Q3 revenue of about €4.1B, above the €4.04B estimate, and now expects 2026 sales to rise significantly YoY as AI data center demand lifts its power chip business. The company also raised its free cash flow outlook to about €1.25B. https://t.co/rGdQjY8xL2
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SPAIN S&P GLOBAL SERVICES PMI APR: 47.9 (EST 51.9; PREV 53.3)
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SPAIN S&P GLOBAL COMPOSITE PMI: 48.7 (EST 51.9; PREV 52.4)
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Spain S&P Global Services PMI Apr: 47.9 (est 51.9; prev 53.3) - S&P Global Composite PMI: 48.7 (est 51.9; prev 52.4)
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LiveSquawk EU Briefing (06/05/26) https://t.co/W2soqonwPY
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NOVO NORDISK $NVO Q1’26 EARNINGS HIGHLIGHTS 🔹 Net Sales: $15.2B (Est. $11.2B) 🟢; +32% at CER 🔹 Gross Margin: 85.9% (Est. 81.3%) 🟢 🔹 Oper Profit: $9.4B (Est. $5.0B) 🟢; +65% at CER Raised FY26 Guide: 🔹 Adj Sales: -4% to -12% at CER; prior -5% to -13% 🟢 🔹 Adj Operating https://t.co/Ok28noJqzx
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The company—a bellwether for the U.K. retail sector—logged a 6.2% increase in full-price sales, better than the 4% rise anticipated. https://t.co/F4vaDRhpJ4
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The German pharmaceutical-and-agricultural group said that the deal aims to complement its ophthalmology pipeline. https://t.co/aDaxrcbSE9
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G7 countries will address critical minerals supply chain security on Wednesday, France’s Forissier says.
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NHTSA: Tesla recalls some U.S. vehicles over delayed rearview camera images that may increase crash risk.
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Sanchez: Spain requests EU Commission activate blocking statute over U.S. sanctions on the ICC.
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The renewable-energy company’s earnings before interest, taxes, depreciation and amortization rose 8% from a year earlier. https://t.co/uDtEBduSkG
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Should you turn to AI for investment advice? Almost every day someone seems to have a new idea for a prompt that promises to give you a trading edge and supercharge your portfolio. 🔗 https://t.co/DPEXzdCZ6j
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Europe’s STOXX 600 advances 0.93%.
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German economy minister on looming new US tariffs: The automotive sector is central, I am hopeful that we will resolve the issue together with the United States
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UK FTSE 100 advances 1.08%, German DAX climbs 0.96%.
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French CAC 40 advances 0.88%, Spain’s IBEX climbs 0.97%.
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UK government bond yields ease 2–5 basis points across maturities at the open.
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Today's Key Events (All EST) — 05/07 07:30: US Challenger Layoffs 08:30: US Initial Jobless Claims 11:00: NY Fed 1 Yr Inflation Expectations 14:05: Fed's Hammack Speaks 15:00: US Consumer Credit 15:30: Fed's Williams Speaks Before Open 👇 01:30: Novo Nordisk $NVO 05:20: Amcor
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IRAN: ‘THREATS NEUTRALIZED,' NEW HORMUZ PROTOCOL IN PLACE
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$UBER JUST REPORTED EARNINGS EPS of $0.72 beating expectations of $0.69🟢 Revenue of $13.2B missing expectations of $13.3B🔴 https://t.co/e9d1aWOCmz
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IRGC NAVY SAYS SAFE PASSAGE VIA HORMUZ WILL BE ENSURED:PRESS TV
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Iran: ‘Threats neutralized,' new Hormuz protocol in place
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IRGC NAVY SAYS SAFE PASSAGE VIA HORMUZ WILL BE ENSURED:PRESS TV
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RT @aghplt: اخباری که یک رسانه نزدیک به اسرائیل (آکسیوس) و بعد از آن یک رسانه غربی از جزییات توافق احتمالی ایران و آمریکا مطرح می‌کند بنظر…
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PAKISTAN FOREIGN MINISTER: WE ARE TRYING THAT U.S.-IRAN CEASEFIRE LEADS TO PERMANENT END OF WAR
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$UBER Uber Q1 2026 Earnings Adj EPS $0.72, est. $0.68 Rev. $13.2B, est. $13.34B
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$TKR Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.23B (Est. $1.17B) 🟢; +8.0% YoY 🔹 Adj. EPS: $1.67 (Est. $1.51) 🟢; +19.3% YoY 🔹 Adj. EBITDA Margin: 18.8%; +60 bps YoY 🔹 Net Income Margin: 8.0%; +110 bps YoY 🔹 Organic Sales: +4.3% YoY FY 2026 Guide: 🔹 Adj. EPS: $5.75-$6.25
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Novo Nordisk Soars After New Obesity Pill Momentum Lifts Guidance https://t.co/3YEFOhVDfK
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Traders pare wagers on BoE rate hikes, 49bps priced by year-end
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IRAN IS REVIEWING A NEW U.S. PROPOSAL TO RESOLVE THEIR 10-WEEK CONFLICT.
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US PROPOSES IRAN TO REOPEN HORMUZ, LIFTS BLOCKADE; IRAN AGREES TO HALT NUCLEAR ENRICHMENT; FULL NUCLEAR DEAL TO BE DISCUSSED LATER.
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IRAN EVALUATING NEW PROPOSAL FROM US TO END THEIR 10-WEEK WAR
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IRAN EVALUATING NEW PROPOSAL FROM US TO END THEIR 10-WEEK WAR
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RT @themarketear: When vols, memory pricing, and call chasing all go vertical together, you’re no longer trading fundamentals. You’re tradi…
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$DIS Disney Q2 2026 Earnings Adj EPS $1.57, est. $1.51 Rev. $25.17B, est. $24.85B Sees FY adj EPS +16% incl. 53rd week Sports rev. $4.61B, est. $4.59B Total segment oper income $4.60B, est. $4.38B Entertainment oper income $1.34B Experiences oper income $2.62B Sports oper income
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DISNEY $DIS Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $25.17B (Est. $24.87B) 🟢; +6.6% YoY 🔹 Adj. EPS: $1.57 (Est. $1.51) 🟢 🔹 Sees FY26 Adj EPS growth of about 12% Segment Performance: 🔹 Entertainment Revenue: $11.72B (Est. $11.39B) 🟢; +9.7% YoY 🔹 Sports Revenue: $4.61B (Est. https://t.co/7JeL9yK9AR
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DISNEY Q2 2026 EARNINGS -ADJ EPS $1.57 (EST $1.51) -REV. $25.17B (EST $24.87B) -TOTAL SEGMENT OPER INCOME $4.60B (EST $4.38B) -ENTERTAINMENT REV. $11.72B (EST $11.39B) -EXPERIENCES REV. $9.49B (EST $9.4B) -SPORTS REV. $4.61B (EST $4.59B) -SEES 2026 ADJ EPS GROWTH OF ABOUT 12%
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$DIS Disney Q2 2026 Earnings -Adj EPS $1.57 (est $1.51) -Rev. $25.17B (est $24.87B) -Total Segment Oper Income $4.60B (est $4.38B) -Entertainment Rev. $11.72B (est $11.39B) -Experiences Rev. $9.49B (est $9.4B) -Sports Rev. $4.61B (est $4.59B) -Sees FY 2026 Adj EPS Growth Of About
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BRENT OIL PRICE FALLS 9.2% TO $99.79 PER BARREL DUE TO INCREASING OPTIMISM ABOUT A US-IRAN DEAL.
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IRAN'S REVOLUTIONARY GUARDS NAVY APPRECIATES CAPTAINS AND VESSEL OWNERS IN THE GULF AND GULF OF OMAN FOR FOLLOWING IRANIAN RULES WHILE TRANSITING THE STRAIT OF HORMUZ, AS REPORTED BY STATE MEDIA.
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IRAN'S REVOLUTIONARY GUARDS NAVY DECLARES SAFE AND STABLE TRANSIT THROUGH THE STRAIT WILL BE ACHIEVABLE THANKS TO THE END OF 'THREATS FROM AGGRESSORS' AND NEW MEASURES.
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Translation | With The End Of The Aggressors' Threats And In The Shadow Of New Procedures, The Possibility Of Safe And Sustainable Passage Through The Strait Will Be Provided. @niroo_daryayi
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Iran's Revolutionary Guards Navy, with the end of 'threats from aggressors' and in light of new procedures, safe and stable transit through the strait will be possible - State media
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In a letter to shareholders, Josh D’Amaro explains his plan to use technology. https://t.co/j3miamDZDn
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$DIS Disney Q1 2026 Earnings Adj EPS $1.57, est. $1.51 Rev. $25.17B, est. $24.85B
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$COR Cencora Q1 2026 Earnings -Adj EPS $4.75 (est $4.82) -Rev. $18.4B (est $81.01B) -Adj. Oper Income $1.38 (est $1.31B) -Adj EPS guidance range raised -Sees FY Adj EPS $17.65 To $17.90, Saw $17.45 To $17.75
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CVS Q1 2026 EARNINGS -ADJ EPS $2.57 (EST $2.18) -NET REV. $100.43B (EST $94.77B) -ADJ. OPER INCOME $5.15B (EST $4.52B) -COMP SALES +2.8% (EST +0.93%) -RAISES FY 2026 GUIDANCE -SEES FY ADJ EPS $7.30 TO $1.50, SAW $7 TO $7.20 (EST $1.12) -SEES FY CASH FLOW FROM OPS AT LEAST $9.5B,
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$CVS Q1 2026 Earnings -Adj EPS $2.57 (Est $2.18) -Net Rev. $100.43B (Est $94.77B) -Adj. Oper Income $5.15B (Est $4.52B) -Comp Sales +2.8% (Est +0.93%) -Raises Fy 2026 Guidance -Sees FY Adj EPS $7.30 To $1.50, Saw $7 To $7.20 (Est $1.12) -Sees FY Cash Flow From Ops At Least $9.5B,
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RT @niroo_daryayi: 2/ با پایان تهدیدهای متجاوزان و در سایه رویه‌های جدید امکان عبورومرور ایمن و پایدار از تنگه فراهم خواهد شد.
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CVS attributed much of the improvement to a turnaround at its insurance unit, Aetna. https://t.co/24ZUjvP0Jm
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CVS attributed much of the improvement to a turnaround at its insurance unit, Aetna. https://t.co/mVY8YBDxV1
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$CVS Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $100.4B (Est. $95.02B) 🟢; +6.2% YoY 🔹 Adj. EPS: $2.57 (Est. $2.21) 🟢 🔹 Adjusted Operating Income: $5.15B; +12.5% YoY 🔹 Health Care Benefits MBR: 84.6% 🔹 Operating Cash Flow: $4.2B FY 2026 Guide: 🔹 Adj. EPS: $7.30-$7.50 (Est. https://t.co/DIU4tJqgUD
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There Needs To Be A Stronger European Element In NATO, Says Starmer https://t.co/xcSmJnDUj5
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Doctors worry that the “looksmaxxing” trend on social media is fueling male eating disorders and risky behaviors. https://t.co/AM6gSqMeH1
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SLOVAKIA WILL END VOLUME LIMITS ON DIESEL SALES AND REMOVE HIGHER PRICES FOR FOREIGN VEHICLES STARTING FRIDAY, ACCORDING TO THE MINISTER.
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ISRAEL'S MILITARY ANNOUNCES IT HAS STARTED ATTACKING HEZBOLLAH INFRASTRUCTURE IN MULTIPLE LOCATIONS IN LEBANON.
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Oil https://t.co/OqmQ9fdoFu
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(IR) Iran Foreign Ministry spokesperson: Evaluating US's 14-point peace plan - CNBC (More at https://t.co/EixFz9Wk4O)
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Axios cooking bears again and again https://t.co/xD7OTumDoh
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The money will come from government-backed investors and align the AI startup with Beijing’s push for technology self-sufficiency. https://t.co/e5A74vYFdn
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$OSCR Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $4.65B (Est. $4.91B) 🔴 🔹 EPS: $2.07 (Est. $1.06) 🟢 🔹 Total Members: 3.17M 🔹 MLR: 70.5% 🔹 Adjusted EBITDA: $727.1M FY 2026 Guide: 🔹 Full-Year 2026 Outlook: Reaffirmed across all metrics Other Metrics: 🔹 Individual And Small
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$AMCR Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $5.91B (Est. $5.71B) 🟢 🔹 EPS: $0.96 (Est. $0.96) 🟡 FY 2026 Guide: 🔹 EPS: $3.98-$4.03 (Est. $3.91) 🟢
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@axios https://t.co/PAL5OyVAq0
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Almost $187’s…
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After yesterday’s savage strikes against our cities and communities – Dnipro, Zaporizhzhia, Kramatorsk, and others – the Russian army continued active hostilities and terrorist shelling throughout this day as well. Russia’s choice is an obvious spurning of a ceasefire and of
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Після вчорашніх жорстоких ударів проти наших міст і громад – Дніпра, Запоріжжя, Краматорська й інших – російська армія продовжила активні бойові дії та терористичні обстріли й цієї доби. Вибір Росії – очевидна відмова від тиші та від збереження життів. На всіх ключових ділянках
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RT @AnasMallick: US - Iran are close to an “agreement” to end the war with Pakistan's mediation, an all encompass "deal" is set to be discu…
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$LPX Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $574M (Est. $579.44M) 🔴 🔹 Adj. EPS: $0.38 (Est. $0.18) 🟢 🔹 Adjusted EBITDA: $82M FY26 Guide: 🔹 Revenue: $1.65B-$1.67B (Est. $2.65B) 🔴 🔹 Siding Adjusted EBITDA: $410M-$425M 🔹 OSB Adjusted EBITDA: $(40)M 🔹 Consolidated Adjusted
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CONFIRMATION THAT CRUISE SHIP HANTAVIRUS CAN SPREAD FROM HUMAN TO HUMAN DOES NOT CHANGE RISK ASSESSMENT, REMAINS AT LOW RISK, WORLD HEALTH ORGANISATION'S SOUTH AFRICA REPRESENTATIVE SAYS
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Spokesperson for Iran’s foreign Ministry: We were “evaluating” Washington’s 14-point peace proposal - CNBC
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$GEO Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $705.2M (Est. $691.11M) 🟢 🔹 EPS: $0.29 (Est. $0.19) 🟢 FY26 Guide: 🔹 Revenue: $2.95B-$3.10B (Est. $2.97B) 🟡 🔹 EPS: $1.15-$1.25 (Est. $1.20) 🟡
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$YOU Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $253.0M (Est. $244.06M) 🟢; +19.7% YoY 🔹 EPS: $0.38 (Est. $0.31) 🟢 🔹 Total Bookings: $291.7M; +40.8% YoY 🔹 Total CLEAR Members: 41.0M; +31.3% YoY Q2 2026 Guide: 🔹 Revenue: $268M-$271M (Est. $256.5M) 🟢; +22.8% YoY 🔹 Total https://t.co/eURmLOUIT2
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A focus on top-selling brands and beer alternatives helped the mega-brewer claim volume-based growth, according to its marketing chief. https://t.co/lhXMuGP9LF
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A secret team at Ford tore up the automaker’s assembly line. The goal: make an electric truck that’s as fast as the Mustang, for the price of a Camry. 🔗 https://t.co/nfCh0jV7zw https://t.co/UBVPgRFngf
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AMETEK $AME to acquire Indicor’s instrumentation businesses in an all-cash deal valued at ~$5B. The portfolio brings ~$1.1B in annual sales and will be added to AMETEK’s Electronic Instruments and Electromechanical groups. Closing expected in 2H26, pending approvals.
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ELON MUSK'S SPACEX TO SPEND $55 BILLION ON TERAFAB PLANT IN TEXAS.
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ZELENSKIY SAYS RUSSIA CONTINUES ATTACKS, SPURNING CEASEFIRE
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Amazon, Alphabet, Microsoft and Meta posted ~$430.6B in Q1 revenue, while AWS, Google Cloud and Microsoft Intelligent Cloud hit $92.3B combined, up ~35% YoY. https://t.co/HYyWSyei6j
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These Are The Most-Crowded Longs & Shorts In European Markets https://t.co/j4X1bwSslB
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For years, churches have worried about empty pews. At St. Joseph’s Church in Greenwich Village, the problem is flipped: there isn’t enough room. https://t.co/r3w1m1j7cI
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Negotiations between the NFL and the NFL Referees Association on a new collective bargaining agreement have progressed far enough that the union has scheduled a ratification vote for Thursday night, per @SeifertESPN and @kalynkahler. https://t.co/9BHcDlpcWi
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$NICE Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $768.6M (Est. $760.94M) 🟢; +9.8% YoY 🔹 Adj. EPS: $2.64 (Est. $2.52) 🟢 🔹 Cloud Revenue: $603.4M; +14.6% YoY 🔹 AI ARR: +66% YoY Q2'26 Guide: 🔹 Revenue: $761M-$771M (Est. $777.4M) 🔴; +5.5% YoY 🔹 Adj. EPS: $2.60-$2.70 (Est. https://t.co/hv2DLM3MwP
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S&P500 Futs Jump, Bonds Rally, Oil Tanks On Axios Report U.S.-Iran Nearing Deal https://t.co/g1L7Ukyrs7
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$SPX 8,000 now in the conversation for this year…
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*(IR) PAKISTANI SOURCE CONFIRMS AXIOS'S PRESS REPORT REGARDING CLOSING IN ON IRAN-US MOU TO END THE WAR - PRESS (More at https://t.co/nVqcUURkya)
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People are adding typos, aggressively casual language and references to ‘The Office’ to stay ahead of armchair detectors. https://t.co/6gCtmif1kd
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🔴Pakistani source confirms that the US and Iran are closing in on a one-page memo to end the war
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Here is an early look at the front page of today's Wall Street Journal https://t.co/gtx13NHgOO https://t.co/osVQKvoVV8
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RT @Mr_Derivatives: $NVO Lookin’ spiffy lately…
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No funds were taken from the ECB overnight loan facility, while €2,261.66 billion was deposited, the ECB says.
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Hg’s planned IPO of Visma, once seen as a landmark London listing, is now unlikely this year after the AI-driven “SaaSpocalypse” hit software valuations. The delay matters for London and Hg, whose portfolio is marked at 25x earnings with average net debt above 7x EBITDA. https://t.co/zYpc7XUf46
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So the core source of this "Memorandum of Understanding" are PAKISTANI WHATSAPP sources. They assume that: 1. Iran will abbadon nuclear program, open Strait of Hormuz and get partial sanction reflief. 2. Assumes that Witkoff + Kushner will finally arrive in Pakistan (after 3
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*(IR) TTN Note: The most striking detail of Axios piece is that Iran is reportedly willing to physically remove its highly enriched uranium stockpile from the country — with one source explicitly saying an option under discussion is transferring it directly to the United States
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RT @bresreports: .@PunchbowlNews AM today - No drama: Jeffries will be the next House speaker - if Dems win - Trump gets his Indiana reveng…
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OpenAI recently gave its popular ChatGPT strict instructions: Stop talking about goblins. https://t.co/oq6kSjFLIt https://t.co/YKxa9jdbRe
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It won't age well - Iran will deny before the day ends. The same as with the "project freedom". It has no chance, except U.S. wants to handover Strait of Hormuz to Iran, and make UAE, Qatar and Saudii Arabia poor. https://t.co/brxNgFq0Z5
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IRAN DEAL CLOSE: WAR PAUSE & NUCLEAR TALKS The White House is nearing a one-page MOU with Iran to halt fighting and start nuclear talks. Iran is expected to respond within 48 hours; no deal is final. Core terms: Iran: Pause enrichment, no nukes, accept UN inspections, curb
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U.S. AND IRAN CLOSING IN ON ONE-PAGE MEMO TO END WAR, OFFICIALS SAY- AXIOS THE U.S. EXPECTS IRANIAN RESPONSES ON SEVERAL KEY POINTS IN THE NEXT 48 HOURS - AXIOS
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RT @Scutty: How many times now Axios reported the war is ending? https://t.co/x6dHG0gDXr
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European energy shares fall 2.2% after oil prices ease on reports of a US-Iran deal to end the war.
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BITCOIN RISES TO 3-MONTH HIGH OF $81,956 - LSEG
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EUROZONE PPI (Y/Y) MAR: 2.1% (EST 1.8%; PREV -3.0%)
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EUROZONE PPI (M/M): 3.4% (EST 3.4%; PREV -0.7%; PREV R -0.6%)
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RADICO KHAITAN: Q4 INCREASED IN PROFIT OF 95.96% FROM PREVIOUS (YOY).
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America’s main Middle Eastern partners fear that Tehran is concluding that further escalation pays off because Trump is so intent on extricating himself from the war that he will ignore Iranian attacks on U.S. regional allies https://t.co/OAs6JF6Jg9
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Eurozone PPI (Y/Y) Mar: 2.1% (est 1.8%; prev -3.0%) - PPI (M/M): 3.4% (est 3.4%; prev -0.7%; prev R -0.6%)
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U.S. stock futures add to gains after Axios says Washington expects Iranian replies on key points within 48 hours.
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Germany’s tax revenue is seen remaining relatively stable despite economic headwinds, according to government sources cited by Handelsblatt.
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Silver climbs more than 5%, with spot prices at $77.17/oz.
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Carbon Neutral, Speech Negative: Amsterdam Bans Ads Featuring Meat & Fossil Fuels https://t.co/DIpTjTmwtm
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AXIOS never disappoints! Another peace agreement announced today! They say "Wow, Strait of Hormuz will be open! Per AXIOS!" Really, they did it once again! This spike is just after AXIOS did announce "Strait of Hormuz to be open". While oil crashed too! https://t.co/CRY6OhN6M8
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Nothing agreed yet, US sees Iran responses next 48 hours - axios
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A one-page memo to end the war between the U.S. and Iran is nearing completion, officials say, according to Axios.
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#US And #Iran Closing In On One-Page Memo To End #War, Officials Say – @axios https://t.co/EaWZMOtdDd
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The deal would involve both the U.S. and Iran removing restrictions on passage through the Strait of Hormuz, Axios says.
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Under the deal, Iran would commit to a nuclear enrichment moratorium, while the U.S. would ease sanctions and unfreeze billions of dollars, Axios reports.
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Deal would involve Iran committing to a moratorium on nuclear enrichment and u.s. agreeing to lift its sanctions and release billions in frozen Iranian funds - Axios
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US-Iran deal would involve both sides lifting restrictions around transit through the Strait of Hormuz - Axios.
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Iran is expected to respond on several key points within 48 hours, according to the U.S., Axios reports.
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Futes poppin’ on this: https://t.co/dP9EvsqHRk
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*(IR) REPORTEDLY US BELIEVES IT IS GETTING CLOSE WITH IRAN TO ONE-PAGE MEMO TO END THE WAR AND FRAMEWORK FOR MORE DETAILED NUCLEAR TALKS; NOTHING HAS BEEN AGREED YET - AXIOS - Axios sources said this was the closest the parties had been to an agreement since the war began. (More
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Axios: The U.S. and Iran are nearing a 14-point one-page framework to end the war and open a 30-day negotiation window. The draft would include a moratorium on Iranian enrichment, gradual sanctions relief, release of frozen funds, and easing Strait of Hormuz restrictions. https://t.co/FQr2wrnoLA
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US & IRAN CLOSING IN ON ONE-PAGE MEMO TO END WAR: AXIOS #BIGBREAKING
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$AMD $421… Wow
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US & Iran closing in on one-page memo to end war - Axios
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US And Iran Closing In On One-Page Memo To End War, Officials Say – Axios https://t.co/EaWZMOtdDd
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Chinese firms are becoming increasingly brazen in shipping components that can be used in drones to Russia and Iran https://t.co/AJfCgGuefV
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China to issue 84 billion yuan in yuan-denominated treasury bonds in Hong Kong, finance ministry says.
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Norway to allocate 2.8 billion NOK to Ukraine through PURL, government says.
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Year 2027 - the Strait of Hormuz. Project Double Freedom has officially been announced. The Strait of Hormuz has now been closed for over a year. According to AXIOS, peace agreement proposal #8,124 has been introduced so far. Gas is now $7 per gallon. Inflation officially
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Fuel supply at Lufthansa hubs is secured until end-June, CFO says.
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India will collaborate with Vietnam on critical minerals, rare earths, and energy, PM Modi says.
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U.S. stocks looked set to extend record highs after Trump walked back an effort to guide commercial ships through the Strait of Hormuz, easing concerns of a near-term escalation in the U.S.-Iran war. https://t.co/JoByIAaivz
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UKS&P GLOBAL COMPOSITE PMI: 52.6 (EST 52.0; PREV 52.0)
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UK Official Reserve Changes (USD) Apr: 1263M (prev -7884M)
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UK OFFICIAL RESERVE CHANGES (USD) APR: 1263M (PREV -7884M)
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UK S&P GLOBAL SERVICES PMI APR F: 52.7 (EST 52.0; PREV 52.0)
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UK S&P Global Services PMI Apr F: 52.7 (est 52.0; prev 52.0) - S&P Global Composite PMI: 52.6 (est 52.0; prev 52.0)
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The ECB is paying close attention to any signs of inflation expectations becoming unanchored, Cipollone says.
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Eurozone wage growth is set to slow this year, despite the rise in energy prices that has accompanied the conflict in the Middle East, according to the European Central Bank. https://t.co/3pGKiUdDHz
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Rivian $RIVN says more R2 variants are coming. CEO RJ Scaringe didn’t give details, but said the Georgia plant is built for different versions. The R2 starts at $58K, deliveries begin around June, and a $45K trim with 275+ miles is due by late 2027. https://t.co/Ht4STz4vDl
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$FRSH Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $228.63M (Est. $223.67M) 🟢 🔹 EPS: $0.11 (Est. $0.11) 🟡 Q2 2026 Guide: 🔹 Revenue: $232M-$235M (Est. $233M) 🟡 🔹 EPS: ~$0.13 (Est. $0.13) 🟡 FY 2026 Guide: 🔹 Revenue: $958M-$964M (Est. $955.6M) 🟢 🔹 EPS: $0.61-$0.63 (Est. $0.57) https://t.co/9oPMd1ozbG
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Bernstein upgrades $DECK to Market Perform, PT $100. Firm says Hoka growth slowed from 24% in FY25 to mid-teens in FY26 guide, while Ugg slowed from 13% to MSD%. With shares down 49% in 2025 & -5% YTD, Bernstein says DECK now “seems fairly valued” with “no significant downside”
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https://t.co/6vDoYCnQhr
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No Kings? In Europe, Monarchs Are Far More Popular Than Politicians https://t.co/XxDQ9tIodN
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$PHIA.DE TTN 04:00 ET Call Summary: Helium supply is tightening, and management explicitly tied that to geopolitical developments in the Middle East, saying this is pushing up costs and increasing customer focus on uninterrupted MRI operations; that backdrop appears to be
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ECB Sees Wage Growth At 2.6% in Q3 and Q4 2026 https://t.co/t5aaqv9ttD
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RT @C_Barraud: 🇪🇺 #ECB SEES WAGE GROWTH AT 2.6% IN 3Q AND 4Q 2026 - BBG https://t.co/pUuvpFEm9S https://t.co/FBVXhPgRC7
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ITALY RETAIL SALES (Y/Y): 3.7% (EST 1.4%; PREV 1.6%)
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ITALY RETAIL SALES (M/M) MAR: 0.8% (EST -0.4%; PREV 0.0%)
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In retirement, you suddenly have the time do all those DIY projects you’ve been putting off. But you may no longer have the agility. https://t.co/0lLASS4s8d
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EUROZONE S&P GLOBAL SERVICES PMI APR F: 47.6 (EST 47.4; PREV 47.4)
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EUROZONE S&P GLOBAL COMPOSITE PMI: 48.8 (EST 48.6; PREV 48.6)
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Diageo, the maker of Johnnie Walker and Guinness, reported 0.3% organic sales growth, beating expectations for a 2.3% decline. Strong growth in Africa, Latin America, and Europe helped offset a 9.4% drop in North America. https://t.co/op4dXs17Vt
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Iran embassy denies link to Korean vessel damage in Hormuz - YTN
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ECB Wage Tracker: Forward-looking information is broadly unrevised and indicates stable negotiated wage growth at around 2.6% by the end of 2026.
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Eurozone Services PMI Final Actual 47.6 (Forecast 47.4, Previous 47.4)
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Eurozone Composite Final PMI Actual 48.8 (Forecast 48.6, Previous 48.6)
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Italy Retail Sales (M/M) Mar: 0.8% (est -0.4%; prev 0.0%) - Retail Sales (Y/Y): 3.7% (est 1.4%; prev 1.6%)
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Eurozone S&P Global Services PMI Apr F: 47.6 (est 47.4; prev 47.4) - S&P Global Composite PMI: 48.8 (est 48.6; prev 48.6)
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RT @stockdatamarket: Oil futures went down, because "Project freedom" has been cancelled. And United States and Trump accepted proven fact…
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GERMANY S&P GLOBAL SERVICES PMI APR F: 46.9 (EST 46.9; PREV 46.9)
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GERMANY S&P GLOBAL COMPOSITE PMI: 48.4 (EST 48.3; PREV 48.3)
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Germany S&P Global Services PMI Apr F: 46.9 (est 46.9; prev 46.9) - S&P Global Composite PMI: 48.4 (est 48.3; prev 48.3)
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BMW kept its 2026 outlook unchanged, with strong Europe demand helping offset weakness in China. Its auto EBIT margin was 5% in Q1, while the company said order intake in Europe hit a record. BMW also said tariffs will cut its auto margin by about 1.25 points this year. https://t.co/QKC71rUg5V
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German Services PMI Final Actual 46.9 (Forecast 46.9, Previous 46.9)
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German Composite PMI Final Actual 48.4 (Forecast 48.3, Previous 48.3)
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Coupang $CPNG says 2026 revenue growth will slow after its data breach hit spending. Q1 operating loss was $242M vs. $39.3M expected, partly from customer vouchers. The board added $1B to its buyback plan. https://t.co/zmQKNnwmVx
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FRANCE S&P GLOBAL COMPOSITE PMI: 47.6 (EST 47.6; PREV 47.6)
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FRANCE S&P GLOBAL SERVICES PMI APR F: 46.5 (EST 46.5; PREV 46.5)
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France S&P Global Services PMI Apr F: 46.5 (est 46.5; prev 46.5) - S&P Global Composite PMI: 47.6 (est 47.6; prev 47.6)
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TotalEnergies teams up with Dell Technologies and NVIDIA to sign a contract for designing and installing Pangea 5.
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Iran’s Araqchi urged, in a phone call with his Saudi counterpart, continued diplomatic engagement between regional countries to prevent escalation, according to Telegram.
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ITALY S&P GLOBAL COMPOSITE PMI: 50.5 (EST 48.4; PREV 49.2)
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US GASOLINE TOPS $4.50/GALLON FOR FIRST TIME SINCE JULY 2022 - BBG
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Iran and Saudi foreign ministers discuss Middle East in call - Iran.
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Samsung just crossed a $1T market value, with the stock more than quadrupling over the past year and jumping another 14% on Wednesday. https://t.co/kmctLHx9Zr
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ITALY S&P GLOBAL SERVICES PMI APR: 49.8 (EST 47.9; PREV 48.8)
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Italy S&P Global Services PMI Apr: 49.8 (est 47.9; prev 48.8) - S&P Global Composite PMI: 50.5 (est 48.4; prev 49.2)
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SK HYNIX +146% YTD https://t.co/OppzRTFSdu
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New Mountain (private credit fund) says its discounted debt buying is already paying off. After selling $477M of assets at a 6% discount, the BDC bought one loan near 65 cents that is now trading about 10 cents higher, lifted portfolio yield to 11.1%, & repurchased $57M of stock. https://t.co/u5kajfPoth
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US Gasoline Tops $4.50/Gallon For First Time Since July 2022
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RT @JavierBlas: For the first time since 2022, US gasoline average retail price tops $4.5 per gallon.
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JUST IN: 🇺🇸 Average US gas price rises over $4.50 per gallon for the first time since 2022.
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BMW CEO expresses strong belief that China will stay its biggest market.
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RT @AnasMallick: As what I understand, while the ball largely lies in Iranian court when it comes to US - Iran negotiations, i would not be…
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An arms depot at an Iranian Kurdish opposition camp north of Erbil, Iraq, was hit by a drone attack, according to security sources.
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The jeweler’s revenue for the first three months of the year was 2% higher organically than in the same period of 2025. https://t.co/tMQKpDYStU
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UK Faces Summer Flight Disruptions As Jet Fuel Risks Mount https://t.co/rVjhnVT7xW
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The BMW CEO says the US administration fully supports the company’s export model.
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Iran’s Foreign Minister Araghchi: Political crisis can't be solved militarily - Xinhua
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China's Lin: China and the US are in communication on Trump's trip
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China’s foreign ministry: Wang Yi affirms China as a reliable strategic partner of Iran.
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China’s foreign ministry urges a prompt response to international calls for ensuring safe passage through the strait.
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China’s foreign ministry emphasizes the importance of sustaining negotiations.
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South Africa S&P Global PMI Apr: 51.6 (prev 50.8)
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China’s foreign ministry calls for an urgent and complete halt to hostilities.
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FT: DeepSeek is in talks for its first fundraising at about a $45B valuation, with China’s state-backed semiconductor “Big Fund” seeking to lead and Tencent also in discussions. The AI lab was valued around $20B only weeks ago. https://t.co/TywA0yemYp
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China seeks a bigger role in restoring Middle East peace
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Infineon forecast Q3 revenue of about €4.1B, above the €4.04B estimate, and now expects 2026 sales to rise significantly YoY as AI data center demand lifts its power chip business. The company also raised its free cash flow outlook to about €1.25B. https://t.co/rGdQjY8xL2
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SPAIN S&P GLOBAL SERVICES PMI APR: 47.9 (EST 51.9; PREV 53.3)
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SPAIN S&P GLOBAL COMPOSITE PMI: 48.7 (EST 51.9; PREV 52.4)
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Spain S&P Global Services PMI Apr: 47.9 (est 51.9; prev 53.3) - S&P Global Composite PMI: 48.7 (est 51.9; prev 52.4)
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LiveSquawk EU Briefing (06/05/26) https://t.co/W2soqonwPY
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NOVO NORDISK $NVO Q1’26 EARNINGS HIGHLIGHTS 🔹 Net Sales: $15.2B (Est. $11.2B) 🟢; +32% at CER 🔹 Gross Margin: 85.9% (Est. 81.3%) 🟢 🔹 Oper Profit: $9.4B (Est. $5.0B) 🟢; +65% at CER Raised FY26 Guide: 🔹 Adj Sales: -4% to -12% at CER; prior -5% to -13% 🟢 🔹 Adj Operating https://t.co/Ok28noJqzx
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The company—a bellwether for the U.K. retail sector—logged a 6.2% increase in full-price sales, better than the 4% rise anticipated. https://t.co/F4vaDRhpJ4
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The German pharmaceutical-and-agricultural group said that the deal aims to complement its ophthalmology pipeline. https://t.co/aDaxrcbSE9
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G7 countries will address critical minerals supply chain security on Wednesday, France’s Forissier says.
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NHTSA: Tesla recalls some U.S. vehicles over delayed rearview camera images that may increase crash risk.
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Sanchez: Spain requests EU Commission activate blocking statute over U.S. sanctions on the ICC.
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The renewable-energy company’s earnings before interest, taxes, depreciation and amortization rose 8% from a year earlier. https://t.co/uDtEBduSkG
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Should you turn to AI for investment advice? Almost every day someone seems to have a new idea for a prompt that promises to give you a trading edge and supercharge your portfolio. 🔗 https://t.co/DPEXzdCZ6j
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Europe’s STOXX 600 advances 0.93%.
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German economy minister on looming new US tariffs: The automotive sector is central, I am hopeful that we will resolve the issue together with the United States
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UK FTSE 100 advances 1.08%, German DAX climbs 0.96%.
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French CAC 40 advances 0.88%, Spain’s IBEX climbs 0.97%.
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UK government bond yields ease 2–5 basis points across maturities at the open.
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Today's Key Events (All EST) — 05/07 07:30: US Challenger Layoffs 08:30: US Initial Jobless Claims 11:00: NY Fed 1 Yr Inflation Expectations 14:05: Fed's Hammack Speaks 15:00: US Consumer Credit 15:30: Fed's Williams Speaks Before Open 👇 01:30: Novo Nordisk $NVO 05:20: Amcor
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