INTEL: US services activity rose to 51.0 in April, below the 51.3 forecast and above the 49.8 prior reading
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INTEL:
US APRIL ISM SERVICES PMI AT 53.6 VS 54.0; EST. 53.7
US APRIL ISM SERVICES PRICES PAID AT 70.7 VS 70.7
US APRIL ISM SERVICES EMPLOYMENT AT 48 VS 45.2
US APRIL ISM SERVICES NEW ORDERS AT 53.5 VS 60.6
US MARCH NEW HOME SALES AT 0.682M; EST. 0.650M
US MARCH NEW HOME SALES RISE 7.4% M/M; PREV. -17.6%
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US APRIL ISM SERVICES PMI AT 53.6 VS 54.0; EST. 53.7
US APRIL ISM SERVICES PRICES PAID AT 70.7 VS 70.7
US APRIL ISM SERVICES EMPLOYMENT AT 48 VS 45.2
US APRIL ISM SERVICES NEW ORDERS AT 53.5 VS 60.6
US MARCH NEW HOME SALES AT 0.682M; EST. 0.650M
US MARCH NEW HOME SALES RISE 7.4% M/M; PREV. -17.6%
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INTEL: Trump admin warned Iran ahead of planned US operation to guide ships through Strait of Hormuz, as officials say Trump could order resumption of war later this week if talks stall
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INTEL: Anthropic CEO says individual SaaS companies may fail from AI disruption even as the overall software industry continues to grow
Twitter
π₯8π’4
INTEL: TRUMP ON IRAN
-Iran knows what not to do
-All 8 little boats of Iran gone
-Iran boats not fast like a missile
-Not one ship has passed through Hormuz blockade
-Asked what would violate ceasefire: you'll find out
-Iran respects us, they didn't used to, Iran respects us more than ever
-Don't want to say whether we will arm the Iranian civilians
Twitter
-Iran knows what not to do
-All 8 little boats of Iran gone
-Iran boats not fast like a missile
-Not one ship has passed through Hormuz blockade
-Asked what would violate ceasefire: you'll find out
-Iran respects us, they didn't used to, Iran respects us more than ever
-Don't want to say whether we will arm the Iranian civilians
π₯±17 13 5
INTEL: Iranβs joint military command denies carrying out any attacks on the UAE in recent days
Twitter
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INTEL: CME to launch bitcoin volatility futures on June 1 pending approval, settling to CME aCF Bitcoin Volatility Index (BVX)
Twitter
π8π₯±5β€4
INTEL: Michael Saylor announced that Strategy might sell a small amount of BTC to cover dividends on $STRC
- Total raised via STRC: $8.5B
- Current annual dividend rate: 11.5% (paid monthly)
- Monthly payout: ~$82M (~$984M/year)
- Cash on balance sheet: $2.2B
Last week they raised ~$82M through STRC, but instead of buying BTC, the money went straight to dividend payments.
Twitter
- Total raised via STRC: $8.5B
- Current annual dividend rate: 11.5% (paid monthly)
- Monthly payout: ~$82M (~$984M/year)
- Cash on balance sheet: $2.2B
Last week they raised ~$82M through STRC, but instead of buying BTC, the money went straight to dividend payments.
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INTEL: U.S.-Iran negotiations are centered on a proposed 14-point MOU, with Tehran expected to respond on key terms within 48 hours.
Key points under discussion:
β’ Formal end of war + 30-day negotiation window
β’ Long-term uranium enrichment freeze
β U.S. initially demanded 20 years
β Iran reportedly proposed 5 years
β Current expectation: ~12β15 years
β’ No nuclear weapons + no underground facilities
β’ Expanded snap inspections
β’ Removal of highly enriched uranium from Iran
β’ U.S. sanctions relief + release of frozen assets
β’ Phased reopening of the Strait of Hormuz + end of U.S. naval blockade
β’ βSnapbackβ clause allowing renewed blockade or military action if talks collapse
Main sticking points remain enrichment limits, HEU removal and inspection access
Twitter
Key points under discussion:
β’ Formal end of war + 30-day negotiation window
β’ Long-term uranium enrichment freeze
β U.S. initially demanded 20 years
β Iran reportedly proposed 5 years
β Current expectation: ~12β15 years
β’ No nuclear weapons + no underground facilities
β’ Expanded snap inspections
β’ Removal of highly enriched uranium from Iran
β’ U.S. sanctions relief + release of frozen assets
β’ Phased reopening of the Strait of Hormuz + end of U.S. naval blockade
β’ βSnapbackβ clause allowing renewed blockade or military action if talks collapse
Main sticking points remain enrichment limits, HEU removal and inspection access
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INTEL: Iran says βthreats have been neutralizedβ and confirms new Strait of Hormuz transit protocol as IRGC Navy says safe passage will be guaranteed
Twitter
π12π8β€5
INTEL: TRUMP ON IRAN
-IF IRAN DOESN'T AGREE TO DEAL, THE BOMBING STARTS AND IT WILL BE, SADLY, AT A MUCH HIGHER LEVEL AND INTENSITY THAN IT WAS BEFORE
- IF IRAN AGREES, EPIC FURY WILL BE AT AN END, AND HIGHLY EFFECTIVE BLOCKADE WILL ALLOW HORMUZ STRAIT TO BE OPEN TO ALL, INCLUDING IRAN
Twitter
-IF IRAN DOESN'T AGREE TO DEAL, THE BOMBING STARTS AND IT WILL BE, SADLY, AT A MUCH HIGHER LEVEL AND INTENSITY THAN IT WAS BEFORE
- IF IRAN AGREES, EPIC FURY WILL BE AT AN END, AND HIGHLY EFFECTIVE BLOCKADE WILL ALLOW HORMUZ STRAIT TO BE OPEN TO ALL, INCLUDING IRAN
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INTEL: Trump says it is βtoo soonβ to begin preparations for signing a peace deal with Iran
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INTEL: ISRAEL WAS UNAWARE TRUMP WAS CLOSE TO DEAL WITH IRAN; ISRAEL WAS PREPARING FOR ESCALATION IN FIGHTING
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INTEL: TRUMP REMARKS
-IRAN WAR HAS GOOD CHANCE OF ENDING
-SAYS HE FEELS US CLOSING IN ON A DEAL WITH IRAN
-POSSIBLE IRAN DEAL REACHED BEFORE CHINA
-FELT DEAL WAS NEAR BEFORE, WILL SEE WHAT HAPPENS THIS TIME
-IRAN URANIUM WOULD GO TO THE US UNDER DEAL
-IRAN DEAL INCLUDES NOT USING UNDERGROUND FACILITIES
Twitter
-IRAN WAR HAS GOOD CHANCE OF ENDING
-SAYS HE FEELS US CLOSING IN ON A DEAL WITH IRAN
-POSSIBLE IRAN DEAL REACHED BEFORE CHINA
-FELT DEAL WAS NEAR BEFORE, WILL SEE WHAT HAPPENS THIS TIME
-IRAN URANIUM WOULD GO TO THE US UNDER DEAL
-IRAN DEAL INCLUDES NOT USING UNDERGROUND FACILITIES
INTEL: S&P 500 hits a new all-time high above 7,350.
Up 16% since March 30, adding $9.4T in market cap.
Twitter
Up 16% since March 30, adding $9.4T in market cap.