π¨π Global One SI - Prompt
$MU/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Micron $MU Q2 earnings crush estimates with record $23.86B revenue (+196% YoY).
Backed by HBM4 production and 74.9% margins, Micron raises Q3 EPS guide to $19.15, nearly 2X expectations. Quarterly dividend increased 30% to $0.15/share.
Backed by HBM4 production and 74.9% margins, Micron raises Q3 EPS guide to $19.15, nearly 2X expectations. Quarterly dividend increased 30% to $0.15/share.
π¨π Global One SI - Prompt
$RKLB/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Rocket Lab $RKLB wins a $190M contract for 20 HASTE hypersonic test flights over four years under the MACH TB 2.0 program.
Led by $KTOS Kratos, the deal is Rocket Labβs largest launch agreement yet, pushing total backlog beyond $2B.
Led by $KTOS Kratos, the deal is Rocket Labβs largest launch agreement yet, pushing total backlog beyond $2B.
π¨π Global One SI - Prompt
$CEG/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Constellation $CEG to sell 4.4GW of gas assets to LS Power for $5B.
The deal satisfies DOJ and FERC mandates from the Calpine merger by divesting five PJM plants in Pennsylvania and Delaware. One Texas asset, Jack Fusco, remains for sale to meet final regulatory targets.
The deal satisfies DOJ and FERC mandates from the Calpine merger by divesting five PJM plants in Pennsylvania and Delaware. One Texas asset, Jack Fusco, remains for sale to meet final regulatory targets.
Thursday, Mar 19 2026, 12:00 UTC time
Latest Important Headlines
π π US β Fed, markets, oil
Dow slump, hawkish Fed risks: Fed holds rates; Powell warns Iran conflict could spark new inflation as gasoline jumps ~30%. Fed-driven hawkish outlook lifts US 10βyr yields, drags equities (Dow -700 pts), futures edge lower; capital inflows into US slowed in January. US oil exports rising as WTI discount to Brent widens β oil shock feeds inflation fears. Regulators to unveil bank capital rule rewrite.
π’ β Europe & UK β ECB/BoE, yields and labor
Inflation scare, central banks on watch: Iran war-driven oil spike pushes euroβarea yields and French/Bund/BTP yields higher; ECB flagged to βtalk tough.β BoE likely to sit tight amid rising energy-driven inflation risk; UK jobless rate steady near multiβyear highs, wage growth softens. SNB keeps rates at 0%, warns franc strength; Swiss 10y steady as franc remains firm. European stocks set to open sharply lower.
π΅ π AsiaβPacific β BOJ, China, Australia, NZ, Korea
Central banks cautious, jobs mixed: BOJ holds rates, flags Iran war risks; Japanese bonds fall, yen pressured. China likely to keep rates steady as Middle East war clouds outlook; yuan slips on weaker guidance. Australia: February employment +48,900 (fullβtime down), unemployment 4.3%; markets still pricing possible RBA hikes. New Zealand Q4 GDP +1.3% y/y but misses forecasts; NZD recovers. Korea shows intervention signals lifting won.
π£ π Markets β commodities, FX, metals, stocks
Oil & gold volatile, yields higher: Brent spikes above $110 on Middle East strikes; analysis warns Brent could trend toward $150 if conflict escalates. Gold and silver hit multiβweek lows amid hawkish Fed/yield rise; copper at 3βmonth low. Dollar firms on hawkish Fed outlook; euro weak ahead of ECB. Bitcoin slides on Fed caution. Global equities mainly lower β Asia and Europe hit lows; sector/market stress in real estate and banks surfaces.
Latest Important Headlines
π π US β Fed, markets, oil
Dow slump, hawkish Fed risks: Fed holds rates; Powell warns Iran conflict could spark new inflation as gasoline jumps ~30%. Fed-driven hawkish outlook lifts US 10βyr yields, drags equities (Dow -700 pts), futures edge lower; capital inflows into US slowed in January. US oil exports rising as WTI discount to Brent widens β oil shock feeds inflation fears. Regulators to unveil bank capital rule rewrite.
π’ β Europe & UK β ECB/BoE, yields and labor
Inflation scare, central banks on watch: Iran war-driven oil spike pushes euroβarea yields and French/Bund/BTP yields higher; ECB flagged to βtalk tough.β BoE likely to sit tight amid rising energy-driven inflation risk; UK jobless rate steady near multiβyear highs, wage growth softens. SNB keeps rates at 0%, warns franc strength; Swiss 10y steady as franc remains firm. European stocks set to open sharply lower.
π΅ π AsiaβPacific β BOJ, China, Australia, NZ, Korea
Central banks cautious, jobs mixed: BOJ holds rates, flags Iran war risks; Japanese bonds fall, yen pressured. China likely to keep rates steady as Middle East war clouds outlook; yuan slips on weaker guidance. Australia: February employment +48,900 (fullβtime down), unemployment 4.3%; markets still pricing possible RBA hikes. New Zealand Q4 GDP +1.3% y/y but misses forecasts; NZD recovers. Korea shows intervention signals lifting won.
π£ π Markets β commodities, FX, metals, stocks
Oil & gold volatile, yields higher: Brent spikes above $110 on Middle East strikes; analysis warns Brent could trend toward $150 if conflict escalates. Gold and silver hit multiβweek lows amid hawkish Fed/yield rise; copper at 3βmonth low. Dollar firms on hawkish Fed outlook; euro weak ahead of ECB. Bitcoin slides on Fed caution. Global equities mainly lower β Asia and Europe hit lows; sector/market stress in real estate and banks surfaces.
Quick take: Geopolitical (Iran/Mideast) β oil shock β central banks tighten or delay easing β higher yields, stronger dollar/franc β equity pressure and commodity volatility.This media is not supported in your browser
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Northeastern University Unveils Hybrid Wheel-Leg #Robot That Rolls Fast and Walks Over Rough Terrain
π¨π Global One SI - Prompt
$LUNR/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Intuitive Machines $LUNR targets $1B revenue in 2026 (+500% YoY) following Q4 results.
Backed by a $943M backlog and the Lanteris acquisition, the firm expects positive EBITDA this year. IM-3 lunar mission remains on track for H2 2026.
Backed by a $943M backlog and the Lanteris acquisition, the firm expects positive EBITDA this year. IM-3 lunar mission remains on track for H2 2026.
π¨π Global One SI - Prompt
$MU/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Barclays maintains Overweight on Micron $MU and raises price target to a Street high $675.
Analysts cite a "structural deficit" in DRAM supply and surging free cash flow, projected to hit $13.7B in Q3. AI driven HBM4 demand remains sold out through 2026.
Analysts cite a "structural deficit" in DRAM supply and surging free cash flow, projected to hit $13.7B in Q3. AI driven HBM4 demand remains sold out through 2026.
π¨π Global One SI - Prompt
$WULF/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Rosenblatt reiterates Buy on TeraWulf $WULF with a $23 price target.
Analysts cite its AI pivot and $12.8B in contracted HPC revenue. With 522MW of capacity and Google $GOOGL credit backed leases, TeraWulf is a top 1H26 pick as new NY facilities go live.
Analysts cite its AI pivot and $12.8B in contracted HPC revenue. With 522MW of capacity and Google $GOOGL credit backed leases, TeraWulf is a top 1H26 pick as new NY facilities go live.
π¨π Global One SI - Prompt
$LLY/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Eli Lilly $LLY reports positive Phase 3 retatrutide results in type 2 diabetes.
The triple agonist cut A1C by up to 2.0% and weight by 16.8% (36.6 lbs) in 40 weeks. With no weight plateau observed, seven more Phase 3 readouts are expected in 2026.
The triple agonist cut A1C by up to 2.0% and weight by 16.8% (36.6 lbs) in 40 weeks. With no weight plateau observed, seven more Phase 3 readouts are expected in 2026.
π¨π Global One SI - Prompt
$UBER/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Uber $UBER and Rivian $RIVN to deploy up to 50,000 R2 robotaxis by 2031.
Backed by a $1.25B Uber investment, the L4 autonomous fleet launches in San Francisco and Miami in 2028, expanding to 25 cities across the US, Canada, and Europe.
Backed by a $1.25B Uber investment, the L4 autonomous fleet launches in San Francisco and Miami in 2028, expanding to 25 cities across the US, Canada, and Europe.
π¨π Global One SI - Prompt
$RCAT/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Needham maintains Buy on $RCAT Red Cat and raises price target to $20.
Analysts cite a massive Ukraine opportunity to replace 350,000 DJI drones with Black Widows. With the SRR2 contract and Blue Ops USVs ramping, 2026 revenue could hit a record $170M.
Analysts cite a massive Ukraine opportunity to replace 350,000 DJI drones with Black Widows. With the SRR2 contract and Blue Ops USVs ramping, 2026 revenue could hit a record $170M.
π¨π Global One SI - Prompt
$SRPT/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Jefferies reiterates Buy on Sarepta $SRPT with a $30 price target.
Analysts see a recovery in H2 2026 driven by an Elevidys rebound and new pipeline data in DM1 and FSHD. With $1.4B in revenue guidance, Sarepta is expected to hit profitability this year.
Analysts see a recovery in H2 2026 driven by an Elevidys rebound and new pipeline data in DM1 and FSHD. With $1.4B in revenue guidance, Sarepta is expected to hit profitability this year.
π¨π Global One SI - Prompt
250,000 Barrels Per Day. Through Turkey. At 10:00 AM Baghdad time today, Iraqi oil started flowing through the Kurdistan pipeline to Turkey's Ceyhan port. First time since the Iran war began. Three independent sources confirmed before the pumps turned on.β¦
SOMO just moved from planning to signing.
The Iraqi Ministry of Oil confirmed it. Contracts with international tankers and buyers to export crude through Turkey, Jordan, and Syria.
Three corridors. Not one.
Not a study. Not a proposal.
Signed...
Yesterday I walked you through the bypass strategy.
Today it's operational.
Baghdad and Erbil reached their pipeline agreement. Kirkuk oil is flowing to Ceyhan.
Parliament held a session yesterday and came out with something I haven't seen from them before...
They're demanding the federal government draft and pass the Oil and Gas Law within a set timeframe.
They want ASYCUDA rolled out across every governorate.
And they want crude export routes secured by October.
That's the same parliament that spent years blocking reform to protect Iranian interests. Now they're setting deadlines on it. You tell me what changed.
Meanwhile SOMO's chief Ali Nizar announced a target of 900,000 barrels per day through these alternative routes.
That's triple current output.
Iraq isn't waiting for Hormuz to reopen. They're building an export system that doesn't need it.
And look at the rest of the map.
Israel hit South Pars. The largest gas field on earth.
The DJT publicly said Israel acted against American interests and denied any involvement. Intense..
Qatar expelled Iranian diplomats within 24 hours after Ras Laffan got hit. Iran is retaliating against Gulf energy infrastructure. The entire regional energy architecture is being redrawn and nobody from the legacy news is connecting it to what Iraq just did.
Iraq positioned itself as a reliable alternative while its neighbors are burning each other's facilities down.
That ain't luck.
That right there is preparation my friends.
And underneath all of it, metals market watchers are tracking something worth paying attention to.
Over 41 million ounces of silver stood for delivery on COMEX this month alone. More than the US mines in three months.
Registered vault inventory entered March below 80 million ounces. JP Morgan took delivery on 500,000 ounces in a single day while paper price dropped.
You don't stand for physical at that scale if you believe the paper price is real.
May first notice day is April 30.
380 million ounces in paper claims against maybe 70 million physical. 43 days. Watching..
Part 1 of the Architecture Series mapped how currency systems get rebuilt.
Part 2 followed the money trail.
What's happening right now is what it looks like when the infrastructure catches up to the blueprint.
Iraq isn't waiting for permission.
They're not waiting for the war to end.
They're not waiting for Hormuz.
They're building revenue corridors, implementing customs systems, and forcing legislation through a parliament that used to exist solely to block it.
Still watching what comes out of that parliament session closely.
The Iraqi Ministry of Oil confirmed it. Contracts with international tankers and buyers to export crude through Turkey, Jordan, and Syria.
Three corridors. Not one.
Not a study. Not a proposal.
Signed...
Yesterday I walked you through the bypass strategy.
Today it's operational.
Baghdad and Erbil reached their pipeline agreement. Kirkuk oil is flowing to Ceyhan.
Parliament held a session yesterday and came out with something I haven't seen from them before...
They're demanding the federal government draft and pass the Oil and Gas Law within a set timeframe.
They want ASYCUDA rolled out across every governorate.
And they want crude export routes secured by October.
That's the same parliament that spent years blocking reform to protect Iranian interests. Now they're setting deadlines on it. You tell me what changed.
Meanwhile SOMO's chief Ali Nizar announced a target of 900,000 barrels per day through these alternative routes.
That's triple current output.
Iraq isn't waiting for Hormuz to reopen. They're building an export system that doesn't need it.
And look at the rest of the map.
Israel hit South Pars. The largest gas field on earth.
The DJT publicly said Israel acted against American interests and denied any involvement. Intense..
Qatar expelled Iranian diplomats within 24 hours after Ras Laffan got hit. Iran is retaliating against Gulf energy infrastructure. The entire regional energy architecture is being redrawn and nobody from the legacy news is connecting it to what Iraq just did.
Iraq positioned itself as a reliable alternative while its neighbors are burning each other's facilities down.
That ain't luck.
That right there is preparation my friends.
And underneath all of it, metals market watchers are tracking something worth paying attention to.
Over 41 million ounces of silver stood for delivery on COMEX this month alone. More than the US mines in three months.
Registered vault inventory entered March below 80 million ounces. JP Morgan took delivery on 500,000 ounces in a single day while paper price dropped.
You don't stand for physical at that scale if you believe the paper price is real.
May first notice day is April 30.
380 million ounces in paper claims against maybe 70 million physical. 43 days. Watching..
Part 1 of the Architecture Series mapped how currency systems get rebuilt.
Part 2 followed the money trail.
What's happening right now is what it looks like when the infrastructure catches up to the blueprint.
Iraq isn't waiting for permission.
They're not waiting for the war to end.
They're not waiting for Hormuz.
They're building revenue corridors, implementing customs systems, and forcing legislation through a parliament that used to exist solely to block it.
Still watching what comes out of that parliament session closely.
β1