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“The overall percentage of Americans viewing China as an enemy dropped from 42% in 2024 to 28% now," per Axios.
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$CNC TTN Summary Earnings Call: Centene is “beginning to see pockets of deceleration” in key Medicaid cost trends, including behavioral health, home health and high-cost drugs, as 2026 develops (Centene Corporation) (More at https://t.co/uuuCkz6ddW)
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UAE Energy Minister: We took this decision at a time when consumers need our attention. We are facing an unprecedented time when strategic reserves of crude products are being drained to a scary level.
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UAE Energy Minister: Being a country with no obligation under the group will give us flexibility.
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Futures Tumble On AI Spending Fears As Brent Hits 2 Week High https://t.co/UCOYZJYHOJ
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NATO'S FUNDING PLANS AT RISK DUE TO DEPENDENCE ON CHINESE MINERALS
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NATO'S FUNDING PLANS AT RISK DUE TO DEPENDENCE ON CHINESE MINERALS.
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UAE Energy Minister, when asked whether Saudi Arabia was consulted: We did not consult directly with anyone for the decision.
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UAE Energy Minister: ADNOC today is not just a local producer; we are an international player producing across the value chain from different parts of the world.
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BREAKING: The UAE announces it will be leaving OPEC effective May 1st. This will officially end the UAE's 59-year membership in the organization. The Iran War is redefining the global energy industry forever. https://t.co/YiQe3mI8Il
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UAE ENERGY MINISTER SAYS BEING A COUNTRY WITH NO OBLIGATION UNDER THE GROUP WILL GIVE US FLEXIBILITY
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UAE ENERGY MINISTER SAYS WE TOOK THIS DECISION AT A TIME WHEN CONSUMERS NEED OUR ATTENTION, WE ARE FACING AN UNPRECEDENTED TIME WHEN STRATEGIC RESERVES OF CRUDE PRODUCTS ARE BEING DRAINED TO A SCARY LEVEL
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UAE Energy Minister: This is a sovereign national decision grounded in the UAE's long-term strategic and economic vision.
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UAE ENERGY MINISTER SAYS THIS IS A SOVEREIGN NATIONAL DECISION GROUNDED IN UAE'S LONG TERM STRATEGIC AND ECONOMIC VISION
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UAE Energy Minister: The UAE has been a member of OPEC and opec plus for a long time, and in the future, we see that the world will demand and need more energy.
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UAE Energy Minister: The decision will enable us to work with our partners and investors to ensure we are meeting the future requirements of the world relating to crude products, petrochemicals, and others, as well as gas.
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UAE Energy Minister: This is a decision taken after a careful look at our strategies related to the energy field and the petroleum sector and others.
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*UAE TO QUIT OPEC AND OPEC+; EFFECTIVE MAY 1ST; UAE TO BOOST PRODUCTION GRADUALLY - PRESS **TTN Note: UAE capacity is around 4.85–5.0 mb/d, while recent output estimates were closer to ~3.4 mb/d, so the “freedom from quota” question is potentially ~1.4–1.6 mb/d over time, not
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RT @SkyNewsArabia_B: الإمارات: قرار الخروج من "أوبك" و "أوبك +" يتماشى مع الرؤية الإستراتيجية والاقتصادية طويلة الأمد للدولة وتطور قطاع الط…
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UAE Energy Minister: The UAE felt this was the right time for us to consider that policy decision.
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Translation | UAE: The Decision To Exit "OPEC" And "OPEC+" Aligns With The State's Long-Term Strategic And Economic Vision And The Development Of Its Energy Sector. @SkyNewsArabia_B
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UAE ENERGY MINISTER SAYS DECISION WILL ENABLE US TO WORK WITH OUR PARTNERS NAD INVESTORS TO ENSURE WE ARE ATTAINING TO FUTURE REQUIREMENTS OF WORLD RELATING TO CRUDE PRODUCTS PETROCHEMICALS AND OTHERS AS WELL AS GAS
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🔴UAE Energy Minister: The UAE is doing this at the right time without hugely impacting the market because of constraints on the Strait.
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UAE ENERGY MINISTER SAYS UAE IS DOING THIS AT THE RIGHT TIME WITHOUT HUGELY IMPACTING MARKET BECAUSE OF CONSTRAINTS ON STRAIT
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UAE Energy Minister: This is a decision taken after a careful look at our strategies related to energy field and petroleum sector and others.
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#OOTT | UAE To Boost Oil Production Gradually - WAM
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'CTAs Are Done', Goldman Warns 'Asymmetry Is To The Downside' As Iranian 'Tank Tops' Loom https://t.co/A637OCHiv9
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UAE ENERGY MINISTER SAYS UAE HAS BEEN A MEMBER OF OPEC AND OPEC PLUS FOR A LONG TIME AND OUR FUTURE WE SEE THAT THE WORLD WILL DEMAND AND NEED MORE ENERGY || UAE ENERGY MINISTER SAYS UAE FELT THIS IS THE RIGHT TIME FOR US TO CONSIDER THAT POLICY DECISION
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*UAE DECIDES TO EXIT OPEC AND OPEC+
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JUST IN: THE UNITED ARAB EMIRATES 🇦🇪 JUST SAID IT WILL LEAVE OPEC AND OPEC+ AS OF MAY 1ST AND WILL BEGIN BOOSTING OIL PRODUCTION GRADUALLY https://t.co/K6WtWVkqLi
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A new updated AXIOS - PAKISTANI GRIFT INVESTMENT STRATEGY 2026. Recently it doesn't perform as well as in the past few days😞 https://t.co/1xgKgtBbyE
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If I was a bull in this bull market I want to see a healthy 3 or 4 step forward and 1 step backward. A kinda zig zag way up and to the right building solid bases and foundation at each incremental levels. Right now we are seeing a 10 step forward no step backward in the semis
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UAE ENERGY MINISTER SAYS UAE HAS BEEN A MEMBER OF OPEC AND OPEC PLUS FOR A LONG TIME AND OUR FUTURE WE SEE THAT THE WORLD WILL DEMAND AND NEED MORE ENERGY
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UAE ENERGY MINISTER TELLS REUTERS THIS IS A DECISION TAKEN AFTER A CAREFUL LOOK AT OUR STRATEGIES RELATED TO ENERGY FIELD AND PETROLEUM SECTOR AND OTHERS
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UAE'S OPEC EXIT WILL HELP COUNTRY MEET CHANGING DEMAND
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UAE TO BOOST OIL PRODUCTION GRADUALLY: WAM
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*UAE TO BOOST OIL PRODUCTION GRADUALLY: WAM
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New Zealand has become a magnet for medical workers fed up with the American healthcare system and seeking better work-life balance. https://t.co/VaefbkLaEk https://t.co/XmHR76oC3E
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Yes it was
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Start your morning with some Captain crushes 🫡 @Delta x #RepBX https://t.co/4MxUlNEUhv
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UAE SAYS IT QUITS OPEC AND OPEC+ -STATEMENT UAE SAYS IT WILL LEAVE OPEC AND OPEC+ AS OF MAY 1 - STATE NEWS AGENCY
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UAE SAYS IT WILL LEAVE OPEC AND OPEC+ AS OF MAY 1 - STATE NEWS AGENCY
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⚠️ BREAKING: The UAE will leave OPEC and OPEC+ as of May 1 - State News Agency.
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#OOTT UAE Says It Quits OPEC And OPEC+ Effective May 1st
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#OOTT UAE Says It Quits OPEC And OPEC+ Effective May 1ST
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UAE DECIDES TO EXIT OPEC AND OPEC+
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UAE DECIDES TO EXIT OPEC AND OPEC+
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⚠️BREAKING: UAE decides to exit OPEC and OPEC+
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BOOM *UAE DECIDES TO EXIT OPEC AND OPEC+
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OPEC finished
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RT @raminrealtalk: They named it the “Billionaire Tax” so you wouldn’t read it. I read it. Page 26 lets Sacramento convert it to a tax on…
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Meta Platforms $META is preparing to have to unwind its acquisition of the AI startup Manus after China 🇨🇳 banned the transaction https://t.co/BKZaQPAhtR
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35% of Gen Z respondents admit to using substance, such as cannabis, alcohol, or prescription medication, before starting their workday, per VICE
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MUSK PAY TIED TO MARS COLONY AND SPACE DATA CENTERS SpaceX has tied Elon Musk’s pay to bold goals like building a Mars colony and space-based data centers. He could earn massive share awards if the company hits a $7.5 trillion valuation and establishes a million-person presence
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US ADP Weekly Employment Change 11-Apr: 39,250k (Prev 54,750k; prev R 40,250k)
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US ADP Wkly Employment Change Actual 39.25k (Forecast -, Previous 54.75k)
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HORMUZ TRAFFIC SLUMPS — RECOVERY UNCERTAIN Ship transits through the Strait of Hormuz have plunged to 35 last week (from 78), far below pre-war levels, as blockades and attacks intensify. Markets aren’t convinced of a quick rebound—only ~49% odds traffic normalizes before July https://t.co/6gP7aDQF0K
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US ADP EMPLOYMENT CHANGE WEEKLY ACTUAL: 39.25K VS 54.75K PREVIOUS
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RT @Amena__Bakr: The UAE will make an important decision that will move the Gulf's compass #Uae
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RT @JavierBlas: Something big seems to be cooking in the Middle East: Multiple Emirate commentators are softening the ground for a major…
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RT @JavierBlas: Something big seems to be cooking in the Middle East: Multiple Emirate commentators are softening the ground for a major…
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FOREIGN CARMAKERS THREATEN TO PULL CHEAPEST MODELS FROM 🇺🇸 WITHOUT TRADE DEAL Foreign-based automakers have warned the Trump administration that they are looking at pulling their cheapest car models out of the U.S. market if the U.S.-Mexico-Canada Agreement isn’t renewed or is https://t.co/MCv5GxFLj2
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❤️ if this is you. Honestly. https://t.co/V1hCaSwgwc
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BREAKING: US oil prices surge above $100/barrel as peace talks between the US and Iran stall. Oil prices are now just 16% away from their recent high. https://t.co/RmmV8zxnDj
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$SEGG LTRYW - SEGG Media Exclusively Partners with Polymarket to Power https://t.co/kRHEYaYqNn Predict
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The Dollar's Funeral Keeps Getting Rescheduled https://t.co/AFpzh2nIZC
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DEPUTY MINISTER OF DEFENSE: PASSAGE THROUGH THE STRAIT OF HORMUZ AFTER THE END OF THE WAR WILL BE CONDUCTED IN ACCORDANCE WITH THE PROTOCOLS OF THE ISLAMIC REPUBLIC.
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RT @IranIntlbrk: معاون وزیر دفاع: عبور از تنگه هرمز پس از پایان جنگ با پروتکل‌های جمهوری اسلامی انجام می‌شود
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Otter’s new feature lets users search across their enterprise tools https://t.co/wl38319DM9
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Top Overnight News President Donald Trump signaled he was unlikely to accept Iran’s latest proposal to end the conflict after Tehran proposed a plan that would reopen the Strait of Hormuz while leaving questions about its nuclear program for later negotiations. CNN OpenAI
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James Harden has built one of the most decorated careers of his generation in the NBA. So why does he wilt in the postseason? https://t.co/BGW5Gx6bRo
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Brazil IBGE Inflation IPCA-15 (Y/Y) Apr: 4.37% (est 4.46%; prev 3.90%) - IBGE Inflation IPCA-15 (M/M): 0.89% (est 0.98%; prev 0.44%)
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Hungarian Central Bank Leave Base Rate Unchanged; As Expected
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MUSK PAY TIED TO MARS COLONY AND SPACE DATA CENTERS SpaceX has tied Elon Musk’s pay to bold goals like building a Mars colony and space-based data centers. He could earn massive share awards if the company hits a $7.5 trillion valuation and establishes a million-person presence
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Premarket movers: OpenAI partners such as CoreWeave (CRWV -7%) and Oracle (ORCL -7%) tumble after the WSJ reported that the AI startup recently failed to meet targets for sales and new users, reviving worries about spending ahead of tech earnings. Stocks linked to the buildout
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OpenAI missing its own revenue targets and goal of 1bn users, $INTC Chief Accounting officer resigning to go to $NVDA... Remember, OpenAI has about $1 trillion of spending commitments for the next few years. $ORCL is facilitating much of this... https://t.co/dk9iQJzqDj
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57% of those earning above $100,000 each year saying they worried about paying for groceries in the past month, per LendingTree
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Wild chart of China’s ghost cities, I mean real estate. Nothing real about their real estate. Ok I’ll see myself out now.
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Looks like $ARM gonna give us that retest of the breakout 👀✍️ https://t.co/O65ya4Qaor
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Oil is now at the level when Trump delivered his speech ~month ago. Since then almost half billion barrels were lost. Stocks rallied, driven by "peace talks" and semis, which are up ~40% since. Despite major capex concerns such as OpenAI news yesterday.
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WTI Crude $101.85, highest since April 13
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RT @annmarie: "All [Iran's leaders] understand is bombs," Trump recently told one adviser. "I would describe him as frustrated but realisti…
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SPOT GOLD FALLS MORE THAN 2% TO $4,570.60/OZ
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RT @TehranTimes79: According to Marine Traffic data, a VLCC tanker belonging to a Japanese refining company has passed through the Strait o…
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Reason why Tech down https://t.co/zwCSxePnCC
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RT @DanWetzel: Texas Tech's $5 million transfer quarterback Brendan Sorsby has entered rehab as the NCAA investigates him for sports wageri…
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First Loaded LNG Tanker Clears Hormuz; First Crude Supertanker Attempts Exit https://t.co/GiDTh0Hu2L
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A minimally invasive alternative to open heart surgery is gaining popularity—but some find ​their new valves don’t work as well or last as long as they hoped. 🔗 https://t.co/9Z7FUgH8AR https://t.co/lBHLHJgfEe
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RT @stockdatamarket: Everytime we had T10YFF - 10-Year Treasury Constant Maturity Minus Federal Funds Rate turned positive. U.S (Orange col…
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*GERMAN TWO-YEAR YIELD +9BPS TO 2.66%, HIGHEST IN THREE WEEKS
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Saudi Aramco Extends Suspension Of LPG Deliveries Through May
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*SAUDI ARAMCO EXTENDS SUSPENSION OF LPG DELIVERIES THROUGH MAY
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$SOXX -7% almost last two day. I mean it was up 19 days in a row lol
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SAUDI ARAMCO DELAYS LPG DELIVERIES UNTIL MAY.
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Saudi Aramco extends suspension of LPG deliveries through May.
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SPOT GOLD EXTENDS LOSSES TO OVER 2% INTRADAY
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$GM - GM SEES NO CHANGES IN CONSUMER CAR SHOPPING DUE TO GAS PRICES
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BITCOIN STALLS AMID U.S.-IRAN UNCERTAINTY 🔸 Bitcoin edges lower as uncertainty over a U.S.–Iran peace deal weighs on markets. 🔸 Donald Trump remains skeptical of Iran’s proposal to halt attacks in the Strait of Hormuz in exchange for ending the war. 🔸 Sentiment has improved
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AFP: ECHOES OF POWERFUL EXPLOSIONS IN KYIV AMID A RUSSIAN ATTACK WITH DRONES
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NVIDIA DOWN 2.8%, MICROSOFT DOWN 1.2%, ADVANCED MICRO DEVICES DOWN 6%
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$NVDA $AMD $MSFT - SHARES OF OPENAI PARTNERS FALL AFTER REPORT OPENAI FALLS SHORT OF REVENUE AND USER TARGETS 🔸 NVIDIA DOWN 2.8% 🔸 MICROSOFT DOWN 1.2% 🔸 ADVANCED MICRO DEVICES DOWN 6%
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Housing price has increased 261% since 1983, per CNBC
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Isn’t it such a crazy coincidence that articles like this always seem to get released when the market has been on an insane run and needs a headline to cool off a bit 😂🥱 https://t.co/S0MxJRXInW
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JET FUEL CRUNCH: COSTS RISE, FLIGHTS AT RISK Willie Walsh says the jet fuel crisis is serious but far less severe than COVID; air travel demand remains strong. Main risk: fuel shortages during the Northern Hemisphere summer peak. Impact likely to start in Asia, then spread
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Had to double check this morning to make sure the color was correct for tech 😂 https://t.co/B4BZEzYRHi
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OpenAI missing its own revenue targets and goal of 1bn users, $INTC Chief Accounting officer resigning without giving reason... what's going on? Remember, OpenAI has about $1 trillion of spending commitments for the next few years. $ORCL is facilitating much of this... https://t.co/CNfXbG7cKH
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UK FINANCE MINISTER REEVES: ASKED ABOUT POSSIBLE FREEZE FOR PRIVATE-SECTOR RENTS, SAYS SHE WILL DO ALL SHE CAN TO HELP RENTERS
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RUSSIAN DEFENCE MINISTRY: RUSSIAN AFRICAN CORPS CONTINUE CARRY OUT TASKS IN MALI, READY TO REPEL FURTHER ATTACKS - TASS
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RUSSIAN DEFENCE MINISTRY: RUSSIAN FORCES HAVE NOT ALLOWED MILITANTS TO CARRY OUT COUP IN MALI - IFX
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US S&P 500 E-MINI FUTURES DOWN 0.48%, DOW FUTURES UP 0.23%, NASDAQ 100 FUTURES DOWN 1.0%
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OpenAI missing its own revenue targets, $INTC Chief Accounting officer resigning without giving reason... what's going on?
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IATA'S DIRECTOR GEN WALSH: CURRENT JET FUEL CRISIS NOT ON THE SCALE OF COVID, DEMAND FOR FLYING CONTINUES TO BE STRONG || THE CONCERN IS FOR A POTENTIAL SHORTAGE DURING THE PEAK SUMMER PERIOD IN THE NORTHERN HEMISPHERE || JET FUEL SHORTAGE WILL AFFECT ASIA FIRST, THEN EUROPE,
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OpenAI CFO Sarah Friar has told other company leaders she is worried the company may not be able to pay for future computing contracts if revenue does not grow fast enough, according to people familiar with the matter. - WSJ https://t.co/QhW1NRZ4Sq
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Tyler Allgeier left Atlanta to sign with Arizona so he finally could be the lead back. Then on draft night, with the third overall pick, the Cardinals selected Jeremiyah Love, thrusting Allgeier right back into a similar position. 🎧 https://t.co/L5QFLqW3WV https://t.co/u0rcpgMFMo
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Business historians were asked to rank the greatest entrepreneurs in U.S. history. Can you guess the top three? https://t.co/Uiu7aog3UY
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$SHW Sherwin Williams Q1 2026 Earnings -Adj EPS $2.35 (est $2.27) -Net Sales $5.67B (est $5.56B) -Still Sees FY Adj EPS $11.50 To $11.90 (est $11.72)
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“We tried to keep this under wraps as long as we could.” 🧐
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DA Davidson just opened coverage on Micron $MU stock with a $1,000 price target
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Israel Just Became Germany's Largest Arms Partner https://t.co/muke3DdPXs
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KREMLIN SAYS KYIV FURTHER INCREASING OIL SHORTAGE ON GLOBAL MARKETS AND PROVOKING FURTHER DESTABILISATION IN THE MARKETS - RIA
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Kremlin: Kyiv further increasing oil shortage on global markets and provoking further destabilisation in the markets - Ria.
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JET FUEL CRUNCH: COSTS RISE, FLIGHTS AT RISK 🔸 Willie Walsh says the jet fuel crisis is serious but far less severe than COVID; air travel demand remains strong. 🔸 Main risk: fuel shortages during the Northern Hemisphere summer peak. 🔸 Impact likely to start in Asia, then
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SPAIN CONFIRMS 2.2% GDP GROWTH TARGET FOR 2026
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Well this isn’t going to help the Semi selloff …
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25% of buy now, pay later users have had three or more active BNPL loans at one time, per LendingTree. That’s up from 23% last year
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$GM CFO: March demand was strong and April looks stable; We held off on raising guidance even more do to macro/geopolitical uncertainty out there - CNBC (General Motors Company) (More at https://t.co/S4A2oKCFq9)
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$GLW Corning Q1 2026 Earnings -Adj EPS $0.70 (est $0.69) -Rev $4.35B (est $4.30B) -Sees Q2 Adj EPS $0.73 To $0.77 (est $0.76)
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RUSSIAN DEGENCE MINISTER SAYS EUROPE'S DELIVERY OF DRONES TO KYIV FOR STRIKES ON RUSSIA COULD LEAD TO UNPREDICTABLE CONSEQUENCES - IFX
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OpenAI recently missed its own targets for new users and revenue OpenAI was reportedly targeting 1 Billion weekly active users by the end of 2025 CFO Sarah Friar reportedly told other company leaders that she is worried the company might not be able to pay for future computing https://t.co/y8c0qCK4GG
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$AMT American Tower -Rev $2.74B ($2.65B) -Adj EBITDA $1.84B (est $1.77B) -FY Adj EBITDA $7.20B To $7.27B, Saw $7.09B To $7.16B
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$OPRA Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $175.77M (Est. $159.54M) 🟢 🔹 EPS: $0.34 (Est. $0.22) 🟢 🔹 Sees Q2 Revenue: $176M-$178M (Est. $172M) 🟢 🔹 Sees FY Revenue: $727M-$740M (Est. $731.2M) 🟡
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RT @business: Shares in OpenAI partners such as SoftBank and Oracle Corp. are falling after a report that the AI startup recently failed to…
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$MSFT Microsoft's move yesterday to renegotiate the revenue-share arrangement reads as the most informed insider trying to reduce exposure before the market did. OpenAI... Companies with most exposure to OpenAI headline... SoftBank $ORCL $MSFT $CRWV $NVDA $AMD $AVGO All
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$KO Coca-Cola Q1 2026 Earnings -Adj EPS $0.86 (est $0.81) -Rev $12.5B (est $12.25B) -Price/Mix +2% (est +3.54%) -Unit Case Volume +3% (est 1.09%) -Still Sees FY Org Rev +4% To 5% (est 4.68%)
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GERMANY: 118.5 BILLION EUROS IN INVESTMENTS, WITH 48.2 BILLION EUROS FROM INFRASTRUCTURE FUND || INCLUDES TOTAL SPENDING OF 543.3 BILLION EUROS, UP FROM 542.5 IN 2026
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RT @FirstSquawk: ORACLE'S STOCK DROPPED 3.2% IN PREMARKET TRADING, AS WSJ REPORTS OPENAI DID NOT MEET REVENUE AND USER GOALS.
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$GLW Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue/Core Sales: $4.35B (Est. $4.29B) 🟢; +18% YoY 🔹 Adj. EPS/Core EPS: $0.70 (Est. $0.69) 🟢; +30% YoY 🔹 Core Gross Margin: 39.1%; +120 bps YoY 🔹 Core Operating Margin: 20.2% Q2 Guide: 🔹 Adj. EPS/Core EPS: $0.73-$0.77 (Est. $0.76) 🟡;
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Spotify added premium subscribers in its first quarter as the audiostreaming platform raised prices and continued to expand its audio and video offerings https://t.co/sQa1wy0z9i?
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COCA-COLA $KO Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $12.5B (Est. $12.14B) 🟢; +12% YoY 🔹 Adj. EPS: $0.86 (Est. $0.81) 🟢; +18% YoY 🔹 Comparable Operating Margin: 34.5% (Est. 34.6%) 🔴 🔹 Unit Case Volume: +3% (Est. +1.09%) 🟢 FY Guide: 🔹 Organic Revenue Growth: +4% to +5% https://t.co/XjPLUMzGEL
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CocaCola Q1 2026 Earnings $KO EPS 86c, est. 81c Net rev. $12.5b, est. $12.14b Comp oper margin 34.5%, est. 34.6% Unit case volume +3%, est. +1.09% Sees fy comparable EPS +8% to +9% Sees fy adj. organic rev. +4% to +5%, est. +4.68%
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COCA-COLA 1Q COMPARABLE EPS 86C, EST. 81C || 1Q NET REV. $12.5B || STILL SEES FY ADJ. ORGANIC REV. +4% TO +5%, EST. +4.68% || 1Q COMP OPER MARGIN 34.5%, EST. 34.6% || 1Q NET REV. $12.5B, EST. $12.25B || SEES FY COMPARABLE EPS +8% TO +9% || 1Q UNIT CASE VOLUME +3%, EST. +1.09%
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COCA-COLA $KO JUST REPORTED EARNINGS EPS of $0.86 beating expectations of $0.81🟢 Revenue of $12.5B beating expectations of $12.3B🟢 https://t.co/1JDG7hxRa5
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Needham Reiterates Buy Rating on $JOBY, PT $18 Analyst comments: "We reiterate our Buy rating and $18 target after attending JOBY's kick-off event in New York City showcasing its S4 eVTOL aircraft and its real-world capabilities, flying the aircraft from JFK Airport to Blade's https://t.co/9xkr7PeQGN
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AUSTRALIA WARNED META, GOOGLE, AND TIKTOK OF MULTIMILLION-DOLLAR PENALTIES IF THEY FAIL TO PAY LOCAL MEDIA FOR NEWS ON THEIR PLATFORMS.
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40,000 U.S. RETAIL STORES COULD CLOSE BY 2030
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40,000 U.S. Retail Stores Could Close By 2030 https://t.co/9wYfthdxQo
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RT @stockdatamarket: Fun fact: 30Y Bond yields about to hit 5% https://t.co/VHRNg23iQw
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RT @meredithllee: NEW - Rules Committee reconvening shorty after 7:30am with goal to report out rule by 8am, per sources
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+33% since the CEO’s massive insider buy…
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RT @teddyschleifer: Sergey Brin’s girlfriend has shown off photos to friends of him wearing a red MAGA hat. https://t.co/NevhoDoTS6
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RT @JavierBlas: Interesting movement in the Strait of Hormuz: A supertanker linked to Japan is entering the SoH on her way out of the Pers…
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Google $GOOGL and the 🇺🇸 Department of Defense signed a deal allowing the Pentagon to use Google’s AI models on classified work The agreement allows the Pentagon to use Google’s AI for “any lawful government purpose” - The Information https://t.co/24M4JJhwHX
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$KMB Kimberly-Clark Q1 2026 Earnings -Adj EPS $1.97 (est $1.93) -Rev $4.16B (est $4.10B) -Adj Net Income $732M (est $684.4M) -Reaffirms 2026 Outlook
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UAE FOREIGN MINISTER ARRIVES IN JEDDAH FOR GULF SUMMIT - SAUDI STATE TV
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GM raised its adjusted-profit guidance as the Supreme Court’s rejection of President Trump’s emergency tariffs reduces costs for the carmaker https://t.co/2P9qEznjSV
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$GM General Motors Q1 2026 Earnings -Adj EPS $3.70 (est $2.60) -Rev $43.6B (est $43.40B) -North America Adj EBIT $13.5B (est $2.43B) -FY Adj EPS $11.50 To $13.50, Saw $11 To $13 -FY Adj EBIT $13.50B To $15.50B, Saw $13B To $15B -FY Net Income $9.9B To $11.4B, Saw $10.3B To $11.7B
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$ZM holds 55% of the the total videoconferencing market share, well surpassing Microsoft Teams. I’ve always liked this name. Would definitely love a buyout.
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Headline should read... "Company generating $ 25B annually with 600B in compute commitments says they may have overestimated future demand as growth targets have missed" And now we all know why OpenAI was rushing to get as much financing done as possible with that $ 122B https://t.co/IZOQJ4zJFV
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$MSFT | BMO Cuts Microsoft Target Price To $505 From $575
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BYD Q1 26 Earnings: - Rev: 150.23B Yuan (est 140.4B Yuan) - Net Income: 4.08B Yuan, -55% Y/Y
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GENERAL MOTORS $GM JUST REPORTED EARNINGS EPS of $3.70 beating expectations of $2.60🟢 Revenue of $43.6B beating expectations of $43.4B🟢 GM raised its forward guidance for adjusted EBIT in FY26 up by $500M or $0.50 per share ($12.50 midpoint up from $12.00 per share midpoint) https://t.co/yJup6KYrk0
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$OMCL Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $309.88M (Est. $304.01M) 🟢 🔹 EPS: $0.55 (Est. $0.33) 🟢 Q2 Guide: 🔹 Revenue: $307M-$313M (Est. $304.8M) 🟢 🔹 EPS: $0.40-$0.48 (Est. $0.42) 🟡 FY Guide: 🔹 Revenue: $1.21B-$1.25B (Est. $1.31B) 🔴 🔹 EPS: $1.80-$2.00 (Est. $1.77)
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BYD 1Q REV. 150.23B YUAN, EST. 140.4B YUAN || BYD 1Q NET INCOME 4.088 YUAN
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$GM Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $43.6B (Est. $43.38B) 🟢; -0.9% YoY 🔹 Adj. EPS: $3.70 (Est. $2.61) 🟢; +33.0% YoY 🔹 EBIT-Adjusted: $4.3B; +21.9% YoY 🔹 EBIT-Adjusted Margin: 9.7%; +1.8 ppts YoY 🔹 Adjusted Automotive FCF: $1.269B; +56.4% YoY FY Guide: 🔹 Adj. EPS: https://t.co/iSiV1LNiHH
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GENERAL MOTORS REPORTED Q1 ADJUSTED EPS OF USD 3.7, HIGHER THAN ESTIMATED USD 2.62. Q1 EPS WAS USD 2.82, WITH REVENUE AT USD 43,624 MILLION, SLIGHTLY BELOW ESTIMATED USD 43,678 MILLION. NET INCOME FOR Q1 REACHED USD 2,627 MILLION, AND ADJUSTED EBIT HIT USD 4,253 MILLION, BEATING
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General Motors Q1 2026 Earnings $GM Adj EPS $3.70, est. $2.60 Net sales and rev $43.6b, est. $43.4b North America adj. ebit $3.66b, est. $2.43b Intl ops adj. ebit $123m, est. $140.6m Vehicle sales 899,000 units Sees fy adj EPS $11.50 to $13.50, saw $11 to $13 Sees fy net income
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US SET TO ANNOUNCE “HISTORIC' PIPELINE AGREEMENTS TODAY: WRIGHT
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Futes update: Finally tech gonna see a decent red day…?! https://t.co/VAcp7DIaEE
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Macro Funds' Neutral Positioning Is Not A Reason For Complacency https://t.co/d0V1Pq2Wy4
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US Energy Secretary Wright: The US set to announce ‘historic’ pipeline agreements today.
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Exclusive: Huge AI models are overwhelming servers and leaving high-powered chips idle. Startup Majestic Labs AI, founded by Google and Meta veterans, says it has the solution https://t.co/BnvamE7kZQ
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IRAN DOESN'T HAVE ‘HUGE AMOUNT’ OF OIL STORAGE LEFT: WRIGHT
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US Energy Secretary Wright: We will announce historic agreements today in Europe.
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US ‘ABSOLUTELY NOT’ STUDYING EXPORT BAN ON OIL PRODUCTS: WRIGHT
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WRIGHT: IRAN HAS ABOUT 1,000 POUNDS OF 60% ENRICHED URANIUM
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US WRIGHT: THERE'S NO COMMERCIAL USE FOR THAT 60% ENRICHED URANIUM
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US ENERGY SEC. WRIGHT: US NOT CONSIDERING EXPORT BAN ON US ENERGY PRODUCTS
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$CNC Centene Q1 2026 Earnings -Adj EPS $3.37 (est $2.13) -Rev $49.94B (est $47.53B) -Sees FY Adj EPS ABOVE $3.40, Saw Above $3 (est $3.01) -Sees FY Rev $187.5B TO $191.5B, Saw $186.5B To $190.5B
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$SPOT Spotify Q1 2026 Earnings -EPS €3.45 (est €2.99) -Rev €4.53B (est €4.53B) -Oper Income €715M +40% Y/Y -MAUS €761M (est €756.6M) -Q2 Total MAUS €778M (est 773M) -Q2 Total Rev €4.8B (est 4.77B) -Q2 Oper Income €630M
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$UPS UPS Q1 2026 Earnings -Adj EPS $1.07 (est $1.02) -Rev $21B (est $20.99B) -Reaffirms FY 2026 Guidance -Expects Return To Rev, Oper Profit Growth in Q2 -Still Sees FY CAPEX About $3.0B (est $3.01B)
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Needham Raises $AMKR PT to $90 from $65 - Buy Analyst comments: "Amkor reported solid 1Q26 results, with revenue and gross margin nicely above the Street. 2Q26 guidance exceeded our/consensus estimates. For 2026, Computing is still expected to be up more than 20%, with AI/data
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US Energy Secretary Wright: The US not considering export ban on US energy products.
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US Energy Secretary Wright: Trump is focused on getting right deal with Iran.
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US WRIGHT: IRAN DOESN'T HAVE A HUGE AMOUNT OF STORAGE CAPACITY
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WRIGHT: TRUMP FOCUSED ON GETTING RIGHT DEAL WITH IRAN
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$SOXX -3% in pre. After being -1.5% yesterday. Healthy.
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US Energy Secretary Wright: Iran doesn't have a huge amount of storage capacity.
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Could 19-year-old Kimi Antonelli, who has won back-to-back Grand Prix races this season, help Italy regain its former glory in the sport? Many think so. 🔗: https://t.co/uzMjWgplL8 https://t.co/tRbijHzAMs
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BofA Upgrades $TFII to Buy from Neutral, Raises PT to $161 from $122 Analyst comments: "We see favorable exposure to supply-side and industrial demand catalysts, progress on productivity/service initiatives, and an attractive valuation versus peers. Following a Logistics and https://t.co/E2nQ4EMMsn
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$CNC Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $49.94B (Est. $47.58B) 🟢 🔹 EPS: $3.37 (Est. $2.13) 🟢 🔹 Sees FY Adj. Diluted EPS: >$3.40 (Est. $3.02) 🟢 =============== $HLT Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.94B (Est. $2.95B) 🔴 🔹 EPS: $2.01 (Est. $1.96) 🟢 🔹 Sees FY
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Narratives can cause pain... $SOXS The narrative that might end up getting a grip on the current market might be that AI model labs are having a tough time growing and thus future compute demand might suffer. This can cascade into a wave of profit taking in the Semi conductor https://t.co/POP3IaBQKY
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Everytime we had T10YFF - 10-Year Treasury Constant Maturity Minus Federal Funds Rate turned positive. U.S (Orange color, left y axis). FED had to hike interest rates. There were few rate exceptions - when the financial system collapsed. Like during the GFC 2008 https://t.co/pWTi9Xhs0L
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Everytime we had T10YFF - 10-Year Treasury Constant Maturity Minus Federal Funds Rate turning positive. U.S (Orange color, left y axis). FED had to hike interest rates. There where few rate exceptions - when the financial system collapsed. Like during the GFC 2008 https://t.co/aBRgeRfu99
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$UPS Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $21.2B (Est. $20.99B) 🟢 🔹 Adj. EPS: $1.07 (Est. $1.03) 🟢 🔹 Adj. Consolidated Oper Margin: 6.2% FY Guide: 🔹 Revenue: ~$89.7B (Est. $89.71B) 🟡 🔹 Adj. Operating Margin: ~9.6% 🔹 CapEx: ~$3.0B (Est. $3.01B) 🟡 🔹 Dividend Payments: https://t.co/lmhq77vJWg
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France Total Jobseekers Q1: 3295.1K (prev 3347.7K; prev R 3333.8K)
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FOXCONN INDUSTRIAL 1Q NET INCOME 10.59B YUAN, EST. 12.38B YUAN || 1Q REV. 251.08B YUAN, EST. 303.53B YUAN
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SPOTIFY $SPOT Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: €4.53B (Est. €4.52B) 🟢; +8% YoY 🔹 EPS: €3.45 (Est. €2.95) 🟢 🔹 MAUs: 761M (Est. 759.23M) 🟢; +12% YoY 🔹 Q1 Net Adds: 10M (Est. 3M) 🟢 🔹 Gross Margin: 33.0% (Est. 32.8%) 🟢 Q2 Guide: 🔹 MAUs: 778M (Est. 773.9M) 🟢 🔹 https://t.co/CgaW0E7joZ
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SPOTIFY $SPOT JUST REPORTED EARNINGS EPS of $4.04 beating expectations of $3.72🟢 Revenue of $5.3B in line with expectations Spotify had 761 Million monthly active users in Q1 beating expectations of 757M🟢 https://t.co/A1Cvuf9sQu
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Exclusive: FedEx is preparing to return its MD-11 cargo jets to service next month, enabling it to cut back on leased planes it enlisted after regulators grounded all MD-11s following another carrier’s fatal crash in November https://t.co/iCdJO3agqy
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$WRT1V.FI TTN 03:00 ET Call Summary: US data-center momentum remains very strong: Q2 has already started with two additional large US data-center orders, pipeline remains “very active,” and management said if it had shorter lead times or more capacity, it could sell more; pricing
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“The overall percentage of Americans viewing China as an enemy dropped from 42% in 2024 to 28% now," per Axios.
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$CNC TTN Summary Earnings Call: Centene is “beginning to see pockets of deceleration” in key Medicaid cost trends, including behavioral health, home health and high-cost drugs, as 2026 develops (Centene Corporation) (More at https://t.co/uuuCkz6ddW)
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UAE Energy Minister: We took this decision at a time when consumers need our attention. We are facing an unprecedented time when strategic reserves of crude products are being drained to a scary level.
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UAE Energy Minister: Being a country with no obligation under the group will give us flexibility.
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Futures Tumble On AI Spending Fears As Brent Hits 2 Week High https://t.co/UCOYZJYHOJ
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NATO'S FUNDING PLANS AT RISK DUE TO DEPENDENCE ON CHINESE MINERALS
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NATO'S FUNDING PLANS AT RISK DUE TO DEPENDENCE ON CHINESE MINERALS.
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UAE Energy Minister, when asked whether Saudi Arabia was consulted: We did not consult directly with anyone for the decision.
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UAE Energy Minister: ADNOC today is not just a local producer; we are an international player producing across the value chain from different parts of the world.
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BREAKING: The UAE announces it will be leaving OPEC effective May 1st. This will officially end the UAE's 59-year membership in the organization. The Iran War is redefining the global energy industry forever. https://t.co/YiQe3mI8Il
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UAE ENERGY MINISTER SAYS BEING A COUNTRY WITH NO OBLIGATION UNDER THE GROUP WILL GIVE US FLEXIBILITY
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UAE ENERGY MINISTER SAYS WE TOOK THIS DECISION AT A TIME WHEN CONSUMERS NEED OUR ATTENTION, WE ARE FACING AN UNPRECEDENTED TIME WHEN STRATEGIC RESERVES OF CRUDE PRODUCTS ARE BEING DRAINED TO A SCARY LEVEL
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UAE Energy Minister: This is a sovereign national decision grounded in the UAE's long-term strategic and economic vision.
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UAE ENERGY MINISTER SAYS THIS IS A SOVEREIGN NATIONAL DECISION GROUNDED IN UAE'S LONG TERM STRATEGIC AND ECONOMIC VISION
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UAE Energy Minister: The UAE has been a member of OPEC and opec plus for a long time, and in the future, we see that the world will demand and need more energy.
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UAE Energy Minister: The decision will enable us to work with our partners and investors to ensure we are meeting the future requirements of the world relating to crude products, petrochemicals, and others, as well as gas.
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UAE Energy Minister: This is a decision taken after a careful look at our strategies related to the energy field and the petroleum sector and others.
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*UAE TO QUIT OPEC AND OPEC+; EFFECTIVE MAY 1ST; UAE TO BOOST PRODUCTION GRADUALLY - PRESS **TTN Note: UAE capacity is around 4.85–5.0 mb/d, while recent output estimates were closer to ~3.4 mb/d, so the “freedom from quota” question is potentially ~1.4–1.6 mb/d over time, not
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RT @SkyNewsArabia_B: الإمارات: قرار الخروج من "أوبك" و "أوبك +" يتماشى مع الرؤية الإستراتيجية والاقتصادية طويلة الأمد للدولة وتطور قطاع الط…
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UAE Energy Minister: The UAE felt this was the right time for us to consider that policy decision.
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Translation | UAE: The Decision To Exit "OPEC" And "OPEC+" Aligns With The State's Long-Term Strategic And Economic Vision And The Development Of Its Energy Sector. @SkyNewsArabia_B
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UAE ENERGY MINISTER SAYS DECISION WILL ENABLE US TO WORK WITH OUR PARTNERS NAD INVESTORS TO ENSURE WE ARE ATTAINING TO FUTURE REQUIREMENTS OF WORLD RELATING TO CRUDE PRODUCTS PETROCHEMICALS AND OTHERS AS WELL AS GAS
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🔴UAE Energy Minister: The UAE is doing this at the right time without hugely impacting the market because of constraints on the Strait.
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UAE ENERGY MINISTER SAYS UAE IS DOING THIS AT THE RIGHT TIME WITHOUT HUGELY IMPACTING MARKET BECAUSE OF CONSTRAINTS ON STRAIT
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UAE Energy Minister: This is a decision taken after a careful look at our strategies related to energy field and petroleum sector and others.
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#OOTT | UAE To Boost Oil Production Gradually - WAM
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'CTAs Are Done', Goldman Warns 'Asymmetry Is To The Downside' As Iranian 'Tank Tops' Loom https://t.co/A637OCHiv9
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UAE ENERGY MINISTER SAYS UAE HAS BEEN A MEMBER OF OPEC AND OPEC PLUS FOR A LONG TIME AND OUR FUTURE WE SEE THAT THE WORLD WILL DEMAND AND NEED MORE ENERGY || UAE ENERGY MINISTER SAYS UAE FELT THIS IS THE RIGHT TIME FOR US TO CONSIDER THAT POLICY DECISION
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*UAE DECIDES TO EXIT OPEC AND OPEC+
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JUST IN: THE UNITED ARAB EMIRATES 🇦🇪 JUST SAID IT WILL LEAVE OPEC AND OPEC+ AS OF MAY 1ST AND WILL BEGIN BOOSTING OIL PRODUCTION GRADUALLY https://t.co/K6WtWVkqLi
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A new updated AXIOS - PAKISTANI GRIFT INVESTMENT STRATEGY 2026. Recently it doesn't perform as well as in the past few days😞 https://t.co/1xgKgtBbyE
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If I was a bull in this bull market I want to see a healthy 3 or 4 step forward and 1 step backward. A kinda zig zag way up and to the right building solid bases and foundation at each incremental levels. Right now we are seeing a 10 step forward no step backward in the semis
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UAE ENERGY MINISTER SAYS UAE HAS BEEN A MEMBER OF OPEC AND OPEC PLUS FOR A LONG TIME AND OUR FUTURE WE SEE THAT THE WORLD WILL DEMAND AND NEED MORE ENERGY
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UAE ENERGY MINISTER TELLS REUTERS THIS IS A DECISION TAKEN AFTER A CAREFUL LOOK AT OUR STRATEGIES RELATED TO ENERGY FIELD AND PETROLEUM SECTOR AND OTHERS
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UAE'S OPEC EXIT WILL HELP COUNTRY MEET CHANGING DEMAND
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UAE TO BOOST OIL PRODUCTION GRADUALLY: WAM
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*UAE TO BOOST OIL PRODUCTION GRADUALLY: WAM
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New Zealand has become a magnet for medical workers fed up with the American healthcare system and seeking better work-life balance. https://t.co/VaefbkLaEk https://t.co/XmHR76oC3E
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Yes it was
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Start your morning with some Captain crushes 🫡 @Delta x #RepBX https://t.co/4MxUlNEUhv
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UAE SAYS IT QUITS OPEC AND OPEC+ -STATEMENT UAE SAYS IT WILL LEAVE OPEC AND OPEC+ AS OF MAY 1 - STATE NEWS AGENCY
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UAE SAYS IT WILL LEAVE OPEC AND OPEC+ AS OF MAY 1 - STATE NEWS AGENCY
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⚠️ BREAKING: The UAE will leave OPEC and OPEC+ as of May 1 - State News Agency.
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#OOTT UAE Says It Quits OPEC And OPEC+ Effective May 1st
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#OOTT UAE Says It Quits OPEC And OPEC+ Effective May 1ST
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UAE DECIDES TO EXIT OPEC AND OPEC+
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UAE DECIDES TO EXIT OPEC AND OPEC+
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⚠️BREAKING: UAE decides to exit OPEC and OPEC+
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BOOM *UAE DECIDES TO EXIT OPEC AND OPEC+
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OPEC finished
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RT @raminrealtalk: They named it the “Billionaire Tax” so you wouldn’t read it. I read it. Page 26 lets Sacramento convert it to a tax on…
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Meta Platforms $META is preparing to have to unwind its acquisition of the AI startup Manus after China 🇨🇳 banned the transaction https://t.co/BKZaQPAhtR
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35% of Gen Z respondents admit to using substance, such as cannabis, alcohol, or prescription medication, before starting their workday, per VICE
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MUSK PAY TIED TO MARS COLONY AND SPACE DATA CENTERS SpaceX has tied Elon Musk’s pay to bold goals like building a Mars colony and space-based data centers. He could earn massive share awards if the company hits a $7.5 trillion valuation and establishes a million-person presence
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US ADP Weekly Employment Change 11-Apr: 39,250k (Prev 54,750k; prev R 40,250k)
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US ADP Wkly Employment Change Actual 39.25k (Forecast -, Previous 54.75k)
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HORMUZ TRAFFIC SLUMPS — RECOVERY UNCERTAIN Ship transits through the Strait of Hormuz have plunged to 35 last week (from 78), far below pre-war levels, as blockades and attacks intensify. Markets aren’t convinced of a quick rebound—only ~49% odds traffic normalizes before July https://t.co/6gP7aDQF0K
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US ADP EMPLOYMENT CHANGE WEEKLY ACTUAL: 39.25K VS 54.75K PREVIOUS
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RT @Amena__Bakr: The UAE will make an important decision that will move the Gulf's compass #Uae
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RT @JavierBlas: Something big seems to be cooking in the Middle East: Multiple Emirate commentators are softening the ground for a major…
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RT @JavierBlas: Something big seems to be cooking in the Middle East: Multiple Emirate commentators are softening the ground for a major…
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FOREIGN CARMAKERS THREATEN TO PULL CHEAPEST MODELS FROM 🇺🇸 WITHOUT TRADE DEAL Foreign-based automakers have warned the Trump administration that they are looking at pulling their cheapest car models out of the U.S. market if the U.S.-Mexico-Canada Agreement isn’t renewed or is https://t.co/MCv5GxFLj2
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❤️ if this is you. Honestly. https://t.co/V1hCaSwgwc
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BREAKING: US oil prices surge above $100/barrel as peace talks between the US and Iran stall. Oil prices are now just 16% away from their recent high. https://t.co/RmmV8zxnDj
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$SEGG LTRYW - SEGG Media Exclusively Partners with Polymarket to Power https://t.co/kRHEYaYqNn Predict
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The Dollar's Funeral Keeps Getting Rescheduled https://t.co/AFpzh2nIZC
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DEPUTY MINISTER OF DEFENSE: PASSAGE THROUGH THE STRAIT OF HORMUZ AFTER THE END OF THE WAR WILL BE CONDUCTED IN ACCORDANCE WITH THE PROTOCOLS OF THE ISLAMIC REPUBLIC.
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RT @IranIntlbrk: معاون وزیر دفاع: عبور از تنگه هرمز پس از پایان جنگ با پروتکل‌های جمهوری اسلامی انجام می‌شود
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Otter’s new feature lets users search across their enterprise tools https://t.co/wl38319DM9
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Top Overnight News President Donald Trump signaled he was unlikely to accept Iran’s latest proposal to end the conflict after Tehran proposed a plan that would reopen the Strait of Hormuz while leaving questions about its nuclear program for later negotiations. CNN OpenAI
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James Harden has built one of the most decorated careers of his generation in the NBA. So why does he wilt in the postseason? https://t.co/BGW5Gx6bRo
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Brazil IBGE Inflation IPCA-15 (Y/Y) Apr: 4.37% (est 4.46%; prev 3.90%) - IBGE Inflation IPCA-15 (M/M): 0.89% (est 0.98%; prev 0.44%)
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Hungarian Central Bank Leave Base Rate Unchanged; As Expected
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MUSK PAY TIED TO MARS COLONY AND SPACE DATA CENTERS SpaceX has tied Elon Musk’s pay to bold goals like building a Mars colony and space-based data centers. He could earn massive share awards if the company hits a $7.5 trillion valuation and establishes a million-person presence
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Premarket movers: OpenAI partners such as CoreWeave (CRWV -7%) and Oracle (ORCL -7%) tumble after the WSJ reported that the AI startup recently failed to meet targets for sales and new users, reviving worries about spending ahead of tech earnings. Stocks linked to the buildout
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OpenAI missing its own revenue targets and goal of 1bn users, $INTC Chief Accounting officer resigning to go to $NVDA... Remember, OpenAI has about $1 trillion of spending commitments for the next few years. $ORCL is facilitating much of this... https://t.co/dk9iQJzqDj
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57% of those earning above $100,000 each year saying they worried about paying for groceries in the past month, per LendingTree
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Wild chart of China’s ghost cities, I mean real estate. Nothing real about their real estate. Ok I’ll see myself out now.
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Looks like $ARM gonna give us that retest of the breakout 👀✍️ https://t.co/O65ya4Qaor
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Oil is now at the level when Trump delivered his speech ~month ago. Since then almost half billion barrels were lost. Stocks rallied, driven by "peace talks" and semis, which are up ~40% since. Despite major capex concerns such as OpenAI news yesterday.
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WTI Crude $101.85, highest since April 13
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RT @annmarie: "All [Iran's leaders] understand is bombs," Trump recently told one adviser. "I would describe him as frustrated but realisti…
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SPOT GOLD FALLS MORE THAN 2% TO $4,570.60/OZ
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RT @TehranTimes79: According to Marine Traffic data, a VLCC tanker belonging to a Japanese refining company has passed through the Strait o…
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Reason why Tech down https://t.co/zwCSxePnCC
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RT @DanWetzel: Texas Tech's $5 million transfer quarterback Brendan Sorsby has entered rehab as the NCAA investigates him for sports wageri…
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First Loaded LNG Tanker Clears Hormuz; First Crude Supertanker Attempts Exit https://t.co/GiDTh0Hu2L
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A minimally invasive alternative to open heart surgery is gaining popularity—but some find ​their new valves don’t work as well or last as long as they hoped. 🔗 https://t.co/9Z7FUgH8AR https://t.co/lBHLHJgfEe
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RT @stockdatamarket: Everytime we had T10YFF - 10-Year Treasury Constant Maturity Minus Federal Funds Rate turned positive. U.S (Orange col…
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*GERMAN TWO-YEAR YIELD +9BPS TO 2.66%, HIGHEST IN THREE WEEKS
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Saudi Aramco Extends Suspension Of LPG Deliveries Through May
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*SAUDI ARAMCO EXTENDS SUSPENSION OF LPG DELIVERIES THROUGH MAY
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$SOXX -7% almost last two day. I mean it was up 19 days in a row lol
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SAUDI ARAMCO DELAYS LPG DELIVERIES UNTIL MAY.
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Saudi Aramco extends suspension of LPG deliveries through May.
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SPOT GOLD EXTENDS LOSSES TO OVER 2% INTRADAY
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$GM - GM SEES NO CHANGES IN CONSUMER CAR SHOPPING DUE TO GAS PRICES
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BITCOIN STALLS AMID U.S.-IRAN UNCERTAINTY 🔸 Bitcoin edges lower as uncertainty over a U.S.–Iran peace deal weighs on markets. 🔸 Donald Trump remains skeptical of Iran’s proposal to halt attacks in the Strait of Hormuz in exchange for ending the war. 🔸 Sentiment has improved
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AFP: ECHOES OF POWERFUL EXPLOSIONS IN KYIV AMID A RUSSIAN ATTACK WITH DRONES
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NVIDIA DOWN 2.8%, MICROSOFT DOWN 1.2%, ADVANCED MICRO DEVICES DOWN 6%
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$NVDA $AMD $MSFT - SHARES OF OPENAI PARTNERS FALL AFTER REPORT OPENAI FALLS SHORT OF REVENUE AND USER TARGETS 🔸 NVIDIA DOWN 2.8% 🔸 MICROSOFT DOWN 1.2% 🔸 ADVANCED MICRO DEVICES DOWN 6%
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Housing price has increased 261% since 1983, per CNBC
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Isn’t it such a crazy coincidence that articles like this always seem to get released when the market has been on an insane run and needs a headline to cool off a bit 😂🥱 https://t.co/S0MxJRXInW
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JET FUEL CRUNCH: COSTS RISE, FLIGHTS AT RISK Willie Walsh says the jet fuel crisis is serious but far less severe than COVID; air travel demand remains strong. Main risk: fuel shortages during the Northern Hemisphere summer peak. Impact likely to start in Asia, then spread
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Had to double check this morning to make sure the color was correct for tech 😂 https://t.co/B4BZEzYRHi
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OpenAI missing its own revenue targets and goal of 1bn users, $INTC Chief Accounting officer resigning without giving reason... what's going on? Remember, OpenAI has about $1 trillion of spending commitments for the next few years. $ORCL is facilitating much of this... https://t.co/CNfXbG7cKH
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UK FINANCE MINISTER REEVES: ASKED ABOUT POSSIBLE FREEZE FOR PRIVATE-SECTOR RENTS, SAYS SHE WILL DO ALL SHE CAN TO HELP RENTERS
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RUSSIAN DEFENCE MINISTRY: RUSSIAN AFRICAN CORPS CONTINUE CARRY OUT TASKS IN MALI, READY TO REPEL FURTHER ATTACKS - TASS
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RUSSIAN DEFENCE MINISTRY: RUSSIAN FORCES HAVE NOT ALLOWED MILITANTS TO CARRY OUT COUP IN MALI - IFX
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US S&P 500 E-MINI FUTURES DOWN 0.48%, DOW FUTURES UP 0.23%, NASDAQ 100 FUTURES DOWN 1.0%
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OpenAI missing its own revenue targets, $INTC Chief Accounting officer resigning without giving reason... what's going on?
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IATA'S DIRECTOR GEN WALSH: CURRENT JET FUEL CRISIS NOT ON THE SCALE OF COVID, DEMAND FOR FLYING CONTINUES TO BE STRONG || THE CONCERN IS FOR A POTENTIAL SHORTAGE DURING THE PEAK SUMMER PERIOD IN THE NORTHERN HEMISPHERE || JET FUEL SHORTAGE WILL AFFECT ASIA FIRST, THEN EUROPE,
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OpenAI CFO Sarah Friar has told other company leaders she is worried the company may not be able to pay for future computing contracts if revenue does not grow fast enough, according to people familiar with the matter. - WSJ https://t.co/QhW1NRZ4Sq
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Tyler Allgeier left Atlanta to sign with Arizona so he finally could be the lead back. Then on draft night, with the third overall pick, the Cardinals selected Jeremiyah Love, thrusting Allgeier right back into a similar position. 🎧 https://t.co/L5QFLqW3WV https://t.co/u0rcpgMFMo
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Business historians were asked to rank the greatest entrepreneurs in U.S. history. Can you guess the top three? https://t.co/Uiu7aog3UY
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$SHW Sherwin Williams Q1 2026 Earnings -Adj EPS $2.35 (est $2.27) -Net Sales $5.67B (est $5.56B) -Still Sees FY Adj EPS $11.50 To $11.90 (est $11.72)
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“We tried to keep this under wraps as long as we could.” 🧐
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DA Davidson just opened coverage on Micron $MU stock with a $1,000 price target
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Israel Just Became Germany's Largest Arms Partner https://t.co/muke3DdPXs
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KREMLIN SAYS KYIV FURTHER INCREASING OIL SHORTAGE ON GLOBAL MARKETS AND PROVOKING FURTHER DESTABILISATION IN THE MARKETS - RIA
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Kremlin: Kyiv further increasing oil shortage on global markets and provoking further destabilisation in the markets - Ria.
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JET FUEL CRUNCH: COSTS RISE, FLIGHTS AT RISK 🔸 Willie Walsh says the jet fuel crisis is serious but far less severe than COVID; air travel demand remains strong. 🔸 Main risk: fuel shortages during the Northern Hemisphere summer peak. 🔸 Impact likely to start in Asia, then
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SPAIN CONFIRMS 2.2% GDP GROWTH TARGET FOR 2026
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Well this isn’t going to help the Semi selloff …
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25% of buy now, pay later users have had three or more active BNPL loans at one time, per LendingTree. That’s up from 23% last year
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$GM CFO: March demand was strong and April looks stable; We held off on raising guidance even more do to macro/geopolitical uncertainty out there - CNBC (General Motors Company) (More at https://t.co/S4A2oKCFq9)
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$GLW Corning Q1 2026 Earnings -Adj EPS $0.70 (est $0.69) -Rev $4.35B (est $4.30B) -Sees Q2 Adj EPS $0.73 To $0.77 (est $0.76)
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RUSSIAN DEGENCE MINISTER SAYS EUROPE'S DELIVERY OF DRONES TO KYIV FOR STRIKES ON RUSSIA COULD LEAD TO UNPREDICTABLE CONSEQUENCES - IFX
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OpenAI recently missed its own targets for new users and revenue OpenAI was reportedly targeting 1 Billion weekly active users by the end of 2025 CFO Sarah Friar reportedly told other company leaders that she is worried the company might not be able to pay for future computing https://t.co/y8c0qCK4GG
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$AMT American Tower -Rev $2.74B ($2.65B) -Adj EBITDA $1.84B (est $1.77B) -FY Adj EBITDA $7.20B To $7.27B, Saw $7.09B To $7.16B
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$OPRA Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $175.77M (Est. $159.54M) 🟢 🔹 EPS: $0.34 (Est. $0.22) 🟢 🔹 Sees Q2 Revenue: $176M-$178M (Est. $172M) 🟢 🔹 Sees FY Revenue: $727M-$740M (Est. $731.2M) 🟡
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RT @business: Shares in OpenAI partners such as SoftBank and Oracle Corp. are falling after a report that the AI startup recently failed to…
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$MSFT Microsoft's move yesterday to renegotiate the revenue-share arrangement reads as the most informed insider trying to reduce exposure before the market did. OpenAI... Companies with most exposure to OpenAI headline... SoftBank $ORCL $MSFT $CRWV $NVDA $AMD $AVGO All
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$KO Coca-Cola Q1 2026 Earnings -Adj EPS $0.86 (est $0.81) -Rev $12.5B (est $12.25B) -Price/Mix +2% (est +3.54%) -Unit Case Volume +3% (est 1.09%) -Still Sees FY Org Rev +4% To 5% (est 4.68%)
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GERMANY: 118.5 BILLION EUROS IN INVESTMENTS, WITH 48.2 BILLION EUROS FROM INFRASTRUCTURE FUND || INCLUDES TOTAL SPENDING OF 543.3 BILLION EUROS, UP FROM 542.5 IN 2026
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RT @FirstSquawk: ORACLE'S STOCK DROPPED 3.2% IN PREMARKET TRADING, AS WSJ REPORTS OPENAI DID NOT MEET REVENUE AND USER GOALS.
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$GLW Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue/Core Sales: $4.35B (Est. $4.29B) 🟢; +18% YoY 🔹 Adj. EPS/Core EPS: $0.70 (Est. $0.69) 🟢; +30% YoY 🔹 Core Gross Margin: 39.1%; +120 bps YoY 🔹 Core Operating Margin: 20.2% Q2 Guide: 🔹 Adj. EPS/Core EPS: $0.73-$0.77 (Est. $0.76) 🟡;
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Spotify added premium subscribers in its first quarter as the audiostreaming platform raised prices and continued to expand its audio and video offerings https://t.co/sQa1wy0z9i?
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COCA-COLA $KO Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $12.5B (Est. $12.14B) 🟢; +12% YoY 🔹 Adj. EPS: $0.86 (Est. $0.81) 🟢; +18% YoY 🔹 Comparable Operating Margin: 34.5% (Est. 34.6%) 🔴 🔹 Unit Case Volume: +3% (Est. +1.09%) 🟢 FY Guide: 🔹 Organic Revenue Growth: +4% to +5% https://t.co/XjPLUMzGEL
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CocaCola Q1 2026 Earnings $KO EPS 86c, est. 81c Net rev. $12.5b, est. $12.14b Comp oper margin 34.5%, est. 34.6% Unit case volume +3%, est. +1.09% Sees fy comparable EPS +8% to +9% Sees fy adj. organic rev. +4% to +5%, est. +4.68%
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COCA-COLA 1Q COMPARABLE EPS 86C, EST. 81C || 1Q NET REV. $12.5B || STILL SEES FY ADJ. ORGANIC REV. +4% TO +5%, EST. +4.68% || 1Q COMP OPER MARGIN 34.5%, EST. 34.6% || 1Q NET REV. $12.5B, EST. $12.25B || SEES FY COMPARABLE EPS +8% TO +9% || 1Q UNIT CASE VOLUME +3%, EST. +1.09%
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COCA-COLA $KO JUST REPORTED EARNINGS EPS of $0.86 beating expectations of $0.81🟢 Revenue of $12.5B beating expectations of $12.3B🟢 https://t.co/1JDG7hxRa5
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Needham Reiterates Buy Rating on $JOBY, PT $18 Analyst comments: "We reiterate our Buy rating and $18 target after attending JOBY's kick-off event in New York City showcasing its S4 eVTOL aircraft and its real-world capabilities, flying the aircraft from JFK Airport to Blade's https://t.co/9xkr7PeQGN
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AUSTRALIA WARNED META, GOOGLE, AND TIKTOK OF MULTIMILLION-DOLLAR PENALTIES IF THEY FAIL TO PAY LOCAL MEDIA FOR NEWS ON THEIR PLATFORMS.
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40,000 U.S. RETAIL STORES COULD CLOSE BY 2030
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40,000 U.S. Retail Stores Could Close By 2030 https://t.co/9wYfthdxQo
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RT @stockdatamarket: Fun fact: 30Y Bond yields about to hit 5% https://t.co/VHRNg23iQw
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RT @meredithllee: NEW - Rules Committee reconvening shorty after 7:30am with goal to report out rule by 8am, per sources
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+33% since the CEO’s massive insider buy…
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RT @teddyschleifer: Sergey Brin’s girlfriend has shown off photos to friends of him wearing a red MAGA hat. https://t.co/NevhoDoTS6
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RT @JavierBlas: Interesting movement in the Strait of Hormuz: A supertanker linked to Japan is entering the SoH on her way out of the Pers…
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Google $GOOGL and the 🇺🇸 Department of Defense signed a deal allowing the Pentagon to use Google’s AI models on classified work The agreement allows the Pentagon to use Google’s AI for “any lawful government purpose” - The Information https://t.co/24M4JJhwHX
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$KMB Kimberly-Clark Q1 2026 Earnings -Adj EPS $1.97 (est $1.93) -Rev $4.16B (est $4.10B) -Adj Net Income $732M (est $684.4M) -Reaffirms 2026 Outlook
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UAE FOREIGN MINISTER ARRIVES IN JEDDAH FOR GULF SUMMIT - SAUDI STATE TV
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GM raised its adjusted-profit guidance as the Supreme Court’s rejection of President Trump’s emergency tariffs reduces costs for the carmaker https://t.co/2P9qEznjSV
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$GM General Motors Q1 2026 Earnings -Adj EPS $3.70 (est $2.60) -Rev $43.6B (est $43.40B) -North America Adj EBIT $13.5B (est $2.43B) -FY Adj EPS $11.50 To $13.50, Saw $11 To $13 -FY Adj EBIT $13.50B To $15.50B, Saw $13B To $15B -FY Net Income $9.9B To $11.4B, Saw $10.3B To $11.7B
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$ZM holds 55% of the the total videoconferencing market share, well surpassing Microsoft Teams. I’ve always liked this name. Would definitely love a buyout.
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Headline should read... "Company generating $ 25B annually with 600B in compute commitments says they may have overestimated future demand as growth targets have missed" And now we all know why OpenAI was rushing to get as much financing done as possible with that $ 122B https://t.co/IZOQJ4zJFV
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$MSFT | BMO Cuts Microsoft Target Price To $505 From $575
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BYD Q1 26 Earnings: - Rev: 150.23B Yuan (est 140.4B Yuan) - Net Income: 4.08B Yuan, -55% Y/Y
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GENERAL MOTORS $GM JUST REPORTED EARNINGS EPS of $3.70 beating expectations of $2.60🟢 Revenue of $43.6B beating expectations of $43.4B🟢 GM raised its forward guidance for adjusted EBIT in FY26 up by $500M or $0.50 per share ($12.50 midpoint up from $12.00 per share midpoint) https://t.co/yJup6KYrk0
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$OMCL Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $309.88M (Est. $304.01M) 🟢 🔹 EPS: $0.55 (Est. $0.33) 🟢 Q2 Guide: 🔹 Revenue: $307M-$313M (Est. $304.8M) 🟢 🔹 EPS: $0.40-$0.48 (Est. $0.42) 🟡 FY Guide: 🔹 Revenue: $1.21B-$1.25B (Est. $1.31B) 🔴 🔹 EPS: $1.80-$2.00 (Est. $1.77)
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BYD 1Q REV. 150.23B YUAN, EST. 140.4B YUAN || BYD 1Q NET INCOME 4.088 YUAN
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$GM Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $43.6B (Est. $43.38B) 🟢; -0.9% YoY 🔹 Adj. EPS: $3.70 (Est. $2.61) 🟢; +33.0% YoY 🔹 EBIT-Adjusted: $4.3B; +21.9% YoY 🔹 EBIT-Adjusted Margin: 9.7%; +1.8 ppts YoY 🔹 Adjusted Automotive FCF: $1.269B; +56.4% YoY FY Guide: 🔹 Adj. EPS: https://t.co/iSiV1LNiHH
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GENERAL MOTORS REPORTED Q1 ADJUSTED EPS OF USD 3.7, HIGHER THAN ESTIMATED USD 2.62. Q1 EPS WAS USD 2.82, WITH REVENUE AT USD 43,624 MILLION, SLIGHTLY BELOW ESTIMATED USD 43,678 MILLION. NET INCOME FOR Q1 REACHED USD 2,627 MILLION, AND ADJUSTED EBIT HIT USD 4,253 MILLION, BEATING
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General Motors Q1 2026 Earnings $GM Adj EPS $3.70, est. $2.60 Net sales and rev $43.6b, est. $43.4b North America adj. ebit $3.66b, est. $2.43b Intl ops adj. ebit $123m, est. $140.6m Vehicle sales 899,000 units Sees fy adj EPS $11.50 to $13.50, saw $11 to $13 Sees fy net income
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US SET TO ANNOUNCE “HISTORIC' PIPELINE AGREEMENTS TODAY: WRIGHT
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Futes update: Finally tech gonna see a decent red day…?! https://t.co/VAcp7DIaEE
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Macro Funds' Neutral Positioning Is Not A Reason For Complacency https://t.co/d0V1Pq2Wy4
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US Energy Secretary Wright: The US set to announce ‘historic’ pipeline agreements today.
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Exclusive: Huge AI models are overwhelming servers and leaving high-powered chips idle. Startup Majestic Labs AI, founded by Google and Meta veterans, says it has the solution https://t.co/BnvamE7kZQ
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IRAN DOESN'T HAVE ‘HUGE AMOUNT’ OF OIL STORAGE LEFT: WRIGHT
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US Energy Secretary Wright: We will announce historic agreements today in Europe.
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US ‘ABSOLUTELY NOT’ STUDYING EXPORT BAN ON OIL PRODUCTS: WRIGHT
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WRIGHT: IRAN HAS ABOUT 1,000 POUNDS OF 60% ENRICHED URANIUM
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US WRIGHT: THERE'S NO COMMERCIAL USE FOR THAT 60% ENRICHED URANIUM
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US ENERGY SEC. WRIGHT: US NOT CONSIDERING EXPORT BAN ON US ENERGY PRODUCTS
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$CNC Centene Q1 2026 Earnings -Adj EPS $3.37 (est $2.13) -Rev $49.94B (est $47.53B) -Sees FY Adj EPS ABOVE $3.40, Saw Above $3 (est $3.01) -Sees FY Rev $187.5B TO $191.5B, Saw $186.5B To $190.5B
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$SPOT Spotify Q1 2026 Earnings -EPS €3.45 (est €2.99) -Rev €4.53B (est €4.53B) -Oper Income €715M +40% Y/Y -MAUS €761M (est €756.6M) -Q2 Total MAUS €778M (est 773M) -Q2 Total Rev €4.8B (est 4.77B) -Q2 Oper Income €630M
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$UPS UPS Q1 2026 Earnings -Adj EPS $1.07 (est $1.02) -Rev $21B (est $20.99B) -Reaffirms FY 2026 Guidance -Expects Return To Rev, Oper Profit Growth in Q2 -Still Sees FY CAPEX About $3.0B (est $3.01B)
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Needham Raises $AMKR PT to $90 from $65 - Buy Analyst comments: "Amkor reported solid 1Q26 results, with revenue and gross margin nicely above the Street. 2Q26 guidance exceeded our/consensus estimates. For 2026, Computing is still expected to be up more than 20%, with AI/data
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US Energy Secretary Wright: The US not considering export ban on US energy products.
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US Energy Secretary Wright: Trump is focused on getting right deal with Iran.
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US WRIGHT: IRAN DOESN'T HAVE A HUGE AMOUNT OF STORAGE CAPACITY
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WRIGHT: TRUMP FOCUSED ON GETTING RIGHT DEAL WITH IRAN
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$SOXX -3% in pre. After being -1.5% yesterday. Healthy.
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US Energy Secretary Wright: Iran doesn't have a huge amount of storage capacity.
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Could 19-year-old Kimi Antonelli, who has won back-to-back Grand Prix races this season, help Italy regain its former glory in the sport? Many think so. 🔗: https://t.co/uzMjWgplL8 https://t.co/tRbijHzAMs
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BofA Upgrades $TFII to Buy from Neutral, Raises PT to $161 from $122 Analyst comments: "We see favorable exposure to supply-side and industrial demand catalysts, progress on productivity/service initiatives, and an attractive valuation versus peers. Following a Logistics and https://t.co/E2nQ4EMMsn
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$CNC Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $49.94B (Est. $47.58B) 🟢 🔹 EPS: $3.37 (Est. $2.13) 🟢 🔹 Sees FY Adj. Diluted EPS: >$3.40 (Est. $3.02) 🟢 =============== $HLT Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.94B (Est. $2.95B) 🔴 🔹 EPS: $2.01 (Est. $1.96) 🟢 🔹 Sees FY
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Narratives can cause pain... $SOXS The narrative that might end up getting a grip on the current market might be that AI model labs are having a tough time growing and thus future compute demand might suffer. This can cascade into a wave of profit taking in the Semi conductor https://t.co/POP3IaBQKY
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Everytime we had T10YFF - 10-Year Treasury Constant Maturity Minus Federal Funds Rate turned positive. U.S (Orange color, left y axis). FED had to hike interest rates. There were few rate exceptions - when the financial system collapsed. Like during the GFC 2008 https://t.co/pWTi9Xhs0L
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Everytime we had T10YFF - 10-Year Treasury Constant Maturity Minus Federal Funds Rate turning positive. U.S (Orange color, left y axis). FED had to hike interest rates. There where few rate exceptions - when the financial system collapsed. Like during the GFC 2008 https://t.co/aBRgeRfu99
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$UPS Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $21.2B (Est. $20.99B) 🟢 🔹 Adj. EPS: $1.07 (Est. $1.03) 🟢 🔹 Adj. Consolidated Oper Margin: 6.2% FY Guide: 🔹 Revenue: ~$89.7B (Est. $89.71B) 🟡 🔹 Adj. Operating Margin: ~9.6% 🔹 CapEx: ~$3.0B (Est. $3.01B) 🟡 🔹 Dividend Payments: https://t.co/lmhq77vJWg
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France Total Jobseekers Q1: 3295.1K (prev 3347.7K; prev R 3333.8K)
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FOXCONN INDUSTRIAL 1Q NET INCOME 10.59B YUAN, EST. 12.38B YUAN || 1Q REV. 251.08B YUAN, EST. 303.53B YUAN
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SPOTIFY $SPOT Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: €4.53B (Est. €4.52B) 🟢; +8% YoY 🔹 EPS: €3.45 (Est. €2.95) 🟢 🔹 MAUs: 761M (Est. 759.23M) 🟢; +12% YoY 🔹 Q1 Net Adds: 10M (Est. 3M) 🟢 🔹 Gross Margin: 33.0% (Est. 32.8%) 🟢 Q2 Guide: 🔹 MAUs: 778M (Est. 773.9M) 🟢 🔹 https://t.co/CgaW0E7joZ
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SPOTIFY $SPOT JUST REPORTED EARNINGS EPS of $4.04 beating expectations of $3.72🟢 Revenue of $5.3B in line with expectations Spotify had 761 Million monthly active users in Q1 beating expectations of 757M🟢 https://t.co/A1Cvuf9sQu
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Exclusive: FedEx is preparing to return its MD-11 cargo jets to service next month, enabling it to cut back on leased planes it enlisted after regulators grounded all MD-11s following another carrier’s fatal crash in November https://t.co/iCdJO3agqy
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$WRT1V.FI TTN 03:00 ET Call Summary: US data-center momentum remains very strong: Q2 has already started with two additional large US data-center orders, pipeline remains “very active,” and management said if it had shorter lead times or more capacity, it could sell more; pricing
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