Barclays raises $ASTS AST SpaceMobile price target to $65 but maintains Underweight.

While noting "substantial" revenue potential, analysts cite launch delays and LEO competition as key risks. With a $65 target vs a $92 price, Barclays sees a 30% downside on execution.

Wednesday, Apr 8 2026, 12:00 UTC time

📋 Ceasefire in Middle East Eases Risk Sentiment
✅ Markets react to US‑Iran ceasefire — oil sinks below $100, easing inflation fears. Bond yields across US and Europe plunged as ECB/Fed hike bets trimmed; UK gilts, German Bunds and French OATs slid sharply. 📌

🔖 US Treasuries & Equities
✅ US 10‑yr yield down to ~3‑week lows; Dow futures surged amid risk rally. Dow Jones slipped intraday on Trump/Iran headlines but broader sentiment turned positive after ceasefire. Mortgage rates eased (MBA: 30‑yr ~6.51%), while mortgage applications fell again. 📌

📋 Federal Reserve Commentary
✅ Fed’s Jefferson: FOMC “well‑positioned” to handle upside inflation / downside jobs risk. Markets still watch incoming data for policy path amid lower rate‑hike pricing post‑ceasefire. 📌

🔖 Europe — Growth & Prices
✅ German factory orders returned to growth; Eurozone retail and construction weakened ahead of energy shock. France trade gap widened; Italy construction PMI slipped into contraction. Bund and BTP yields plunged on eased ECB tightening bets. 📌

📋 UK — Housing & Currency
✅ UK house prices fell 0.5% in March (Halifax); builders report record cost inflation. Pound strengthened on peace breakthrough even as domestic PMI/cost data highlight construction stress. 📌

🔖 New Zealand & Australia
✅ RBNZ held rates steady, warned of inflation risks if Iran war flares; NZX50 at 3‑week highs amid ceasefire. Australia stocks extended rally; 10‑yr yield eased to 1‑month low. 📌

📋 Asia — Japan & Korea Exposure
✅ Analysts flag Japan and South Korea as most exposed to Mideast energy disruption; S. Korea 10‑yr yield fell to 5‑week low. Regional sensitivity underpins commodity and FX moves. 📌

🔖 China & Global Policy Outlook
✅ Global banks scale back China rate‑cut calls — policy rates seen on hold this year. China growth/policy updates remain key for EM and commodity demand (relevant to FX/commodities). 📌

📋 Switzerland & Europe Microdata
✅ Swiss jobless rate ticks down to 3.1%; Luxembourg inflation up to 3‑month high. Eurozone producer prices fell most in ~a year — disinflation signals mixed with geopolitical risk. 📌

🔖 Trade & Tariffs
✅ Novelis imported aluminum faces 50% duty under US tariff regime — potential input cost and trade implications for metals markets. 📌

Quick take: Ceasefire trimmed immediate tail‑risk, driving yields and oil lower and spurring risk‑on moves. Central banks remain data‑dependent; geopolitical risk still a key upside inflation threat.

Me reading The New York Times after they claim Adam Back is Satoshi Nakamoto

$SIDU, $SATL, $SPCE, $LWLG, $POET are all showing strong setups—great names for traders right now, offering clean volatility and opportunity if levels hold and momentum continues.

FIRST REAL GLIMPSE OF AGI

A Model so powerful...they gave it to big tech first…so they could fix their own systems before everyone else touches it

let that sink in.

anthropic.com/glasswing

Perplexity just went vertical.

From $305M to $450M+ ARR in one single month.

Their new AI agent Perplexity Computer is absolutely killing it.

There are more Gen-Z billionaires than ever before.⁠
⁠
A record 35 people under 30 made Forbes’ latest World’s Billionaires list, including 12 self-made founders across AI and tech.⁠

AI will create more millionaires in the next 5 years than the INTERNET did in 25 years.

Founders realizing they can make 49 studio-style UGC ads for just $20

Neoclouds In Pre Market

$APLD +11%🟢
$IREN +9%🟢
$NBIS +9%🟢
$BTDR +8%🟢
$CIFR +7%🟢
$WULF +7%🟢
$CRWV +7%🟢
$CLSK +7%🟢
$HUT +7%🟢
$GLXY +6%🟢

“Alright Claude, Trump is planning on blowing up Iran and launching WW3 tonight. Make me a fuck ton of money. Make no mistakes”

NEWS: OpenAI, Anthropic, and Google are uniting to combat Chinese AI copycats

The firms are sharing information through non-profit Frontier Model Forum to tackle adversarial distillation attempts to protect commercial interests and national security

“I make a New OpenAI, New Anthropic, and New Google. Good luck, Americans”

What is the name of the "point of no return" for a black hole?

The event horizon

WASHINGTON - A small group of Chinese satellites in geosynchronous Earth orbit (GEO) made at least 75 “unusual” maneuvers over the past nine years, moving in ways that are consistent with, if not necessarily indicative of, four types of military or intelligence operations, according to a new analysis by the Center for Strategic and International Studies (CSIS).

While neither the Chinese nor US governments have confirmed any details of the SJ-25’s operations, observations by independent sky watchers indicate that the satellite “may be the first satellite to refuel another spacecraft in orbit,” the study asserts.

Leading Themes To Track:

- Optics / Photonics | $LITE $CIEN $TSEM $AEHR $AAOI $GLW $LWLG $VIAV

- Space | $FLY $YSS $ASTS $SATL $BKSY $LUNR $RKLB

- Edge AI | $FSLY $AKAM $DOCN $NET

- Memory | $MU $DRAM $SNDK $STX $WDC

- Robotics / Physical AI | $VPG $TER $SYNA $LSCC $TTMI $OUST

- Hybrid Bonding | $ADEA $BESI $ONTO $KLIC

- CPUs | $AMD $INTC $ARM

- AI Enabled Software | $NAVN $ANET $BLDE

- Broader AI | $NBIS $PLAB $VICR $VRT $TSSI $MRVL $SHMD $AMKR $MTSI $DELL

🇨🇳CRYPTO AND YUAN FEES SECURE PASSAGE THROUGH THE STRAIT OF HORMUZ

The IRGC has reportedly launched a formal maritime toll system, charging vessels up to $1 per barrel for safe passage through the Strait of Hormuz.

To bypass the ongoing blockade, ship operators must submit manifest data to IRGC-linked intermediaries and pay fees exclusively in Chinese Yuan or crypto.

Nations deemed "friendly," such as Pakistan, are reportedly leasing their flags to foreign tankers to facilitate these escorted transits under Iranian naval protection.

This infrastructure allows Tehran to exert total control over 20% of global oil flows while bypassing Western financial sanctions through digital assets.

Source: Bloomberg

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🚨 Do you understand what happened today.. a single Wednesday..

> UAE Air Force bombed Iran's oil refineries on Siri and Lavan islands — AFTER the ceasefire started

> Iran fired 17 ballistic missiles and 35 drones at the UAE — AFTER the ceasefire started

> 2 Emiratis and 1 Indian were injured at Abu Dhabi's Habshan gas complex — AFTER the ceasefire started

> air raid alerts went off in Dubai — AFTER the ceasefire started

> explosions heard in Bahrain's capital Manama — AFTER the ceasefire started

> Kuwait reported attacks — AFTER the ceasefire started

> Netanyahu said the ceasefire does NOT include Lebanon — while Pakistan's PM said it covers "everywhere including Lebanon"

> oil plunged below $95 because markets believed the ceasefire was real

> JD Vance called it a "fragile truce" — the understatement of the century

all of this.. one Wednesday.. AFTER the ceasefire was announced AND started..