U.S. BOMBING IN IRAN PAUSED BECAUSE OMANI OFFICIALS TRAVELED FRIDAY TO TEHRAN FOR TALKS, CBS NEWS REPORTS, CITING SOURCES
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IRAN WARNS OVER SHIP ATTACK
Iran’s foreign minister said a Ukrainian attack on an Iranian commercial vessel in the Caspian Sea “cannot go unanswered” after an explosion reportedly killed one sailor and injured another.
The remarks came during calls with EU foreign policy chief Kaja Kallas and Russian Foreign Minister Sergei Lavrov.
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Iran’s foreign minister said a Ukrainian attack on an Iranian commercial vessel in the Caspian Sea “cannot go unanswered” after an explosion reportedly killed one sailor and injured another.
The remarks came during calls with EU foreign policy chief Kaja Kallas and Russian Foreign Minister Sergei Lavrov.
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IRAN'S FOREIGN MINISTRY SPOKESPERSON BAGHAEI: MESSAGES EXCHANGES BETWEEN IRAN AND U.S. AND ACTIVITY OF MEDIATORS ARE CONTINUING
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IRAN: U.S. WON’T SET THE TERMS
Iran said it will not allow the U.S. to dictate the timing or duration of the conflict, insisting it will respond whenever its interests require.
Tehran also said the Strait of Hormuz remains closed and stressed that its ongoing talks with Oman are bilateral and unrelated to Washington.
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Iran said it will not allow the U.S. to dictate the timing or duration of the conflict, insisting it will respond whenever its interests require.
Tehran also said the Strait of Hormuz remains closed and stressed that its ongoing talks with Oman are bilateral and unrelated to Washington.
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CHIP STOCKS SURGE
US-listed chip stocks climb in premarket trading.
• $SNDK +4.1%, $WDC +4.0%
• $MU +3.3%, $INTC +2.8%, $AMD +2.7%
• $AVGO +2.1%, $NVDA +1.2%
• $SOXX +2.8%
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US-listed chip stocks climb in premarket trading.
• $SNDK +4.1%, $WDC +4.0%
• $MU +3.3%, $INTC +2.8%, $AMD +2.7%
• $AVGO +2.1%, $NVDA +1.2%
• $SOXX +2.8%
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$F - JEFFERIES TURNS BULLISH ON FORD
Jefferies upgrades $F to Buy and raises its price target to $17.50 (from $14.50).
The firm expects Q2 to mark a low point, with production recovering and healthy U.S. demand potentially supporting higher guidance.
Jefferies also sees improving capital allocation, stronger cash flow, and projects FY adjusted EBIT of $10.3B, near the top of Ford’s guidance range.
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Jefferies upgrades $F to Buy and raises its price target to $17.50 (from $14.50).
The firm expects Q2 to mark a low point, with production recovering and healthy U.S. demand potentially supporting higher guidance.
Jefferies also sees improving capital allocation, stronger cash flow, and projects FY adjusted EBIT of $10.3B, near the top of Ford’s guidance range.
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$GM - JEFFERIES TURNS BULLISH ON GM
Jefferies upgrades $GM to Buy and raises its price target to $99 (from $90).
The firm expects GM to strengthen its U.S. market position by 2027, with $10B+ in free cash flow driven by new truck launches, efficiency gains, and digital services.
Jefferies also sees room for additional buybacks, lifting its 2026–2028 earnings forecasts.
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Jefferies upgrades $GM to Buy and raises its price target to $99 (from $90).
The firm expects GM to strengthen its U.S. market position by 2027, with $10B+ in free cash flow driven by new truck launches, efficiency gains, and digital services.
Jefferies also sees room for additional buybacks, lifting its 2026–2028 earnings forecasts.
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$RIVN - PIPER SANDLER UPGRADES RIVIAN
Piper Sandler upgrades $RIVN to Overweight and raises its price target to $20 (from $18).
The firm cites stronger EV demand, a smooth R2 SUV launch, and a stronger balance sheet after Rivian's recent capital raise.
Piper also expects higher vehicle volumes to boost software and services revenue over time.
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Piper Sandler upgrades $RIVN to Overweight and raises its price target to $20 (from $18).
The firm cites stronger EV demand, a smooth R2 SUV launch, and a stronger balance sheet after Rivian's recent capital raise.
Piper also expects higher vehicle volumes to boost software and services revenue over time.
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$GOOGL - ANALYST TURNS BULLISH ON ALPHABET
Phillip Securities upgrades $GOOGL to Accumulate but lowers its price target to $425 (from $450).
The firm cites strong ad growth, rapid cloud AI expansion, and confidence in Alphabet's long-term AI strategy.
While heavy AI spending pressured free cash flow, Phillip Securities expects those investments to drive stronger future growth.
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Phillip Securities upgrades $GOOGL to Accumulate but lowers its price target to $425 (from $450).
The firm cites strong ad growth, rapid cloud AI expansion, and confidence in Alphabet's long-term AI strategy.
While heavy AI spending pressured free cash flow, Phillip Securities expects those investments to drive stronger future growth.
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BRENT CRUDE FUTURES DOWN OVER 7% TO $89.58/BBL, LOWEST SINCE JULY 21
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TRUMP'S MONDAY SCHEDULE
🔸8:00 AM: Executive Time at the White House.
🔸1:55 PM: Views a drag race and vehicle demonstration.
🔸2:10 PM: Takes part in a facility tour and gift ceremony.
🔸2:50 PM: Delivers public remarks.
Media pool coverage is scheduled throughout the day, including White House and out-of-town events.
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🔸8:00 AM: Executive Time at the White House.
🔸1:55 PM: Views a drag race and vehicle demonstration.
🔸2:10 PM: Takes part in a facility tour and gift ceremony.
🔸2:50 PM: Delivers public remarks.
Media pool coverage is scheduled throughout the day, including White House and out-of-town events.
(@WalterBloomberg)
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$NVDA - NVIDIA LAUNCHES NEW SECURITY INITIATIVE FOR OPEN-SOURCE AI - SEMAFOR
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NVIDIA LEADS OPEN AI SECURITY ALLIANCE
$NVDA has launched the Open Secure AI Alliance, partnering with Palantir, IBM, CrowdStrike, SpaceX, and Hugging Face to strengthen open-source AI security.
The group will share open models, data, and cybersecurity tools while urging policymakers to support open AI with safeguards rather than broad restrictions, as the U.S. debates limits on Chinese AI models.
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$NVDA has launched the Open Secure AI Alliance, partnering with Palantir, IBM, CrowdStrike, SpaceX, and Hugging Face to strengthen open-source AI security.
The group will share open models, data, and cybersecurity tools while urging policymakers to support open AI with safeguards rather than broad restrictions, as the U.S. debates limits on Chinese AI models.
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KREMLIN DECLINES TO COMMENT ON ZELENSKIY ASSERTION THAT MOSCOW IS PREPARING TO RECEIVE 30,000 NORTH KOREAN TROOPS IN RUSSIA'S VORONEZH REGION
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INVESTORS WARNED OF STAGFLATION RISKS
CG Asset Management says investors should prepare for a low-growth, high-inflation environment after the U.S. imposed new tariffs on 60 trading partners, including the EU and China.
The firm warns the tariffs, combined with energy market pressures and ongoing supply chain disruptions, could weigh on global economic growth while keeping inflation elevated.
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CG Asset Management says investors should prepare for a low-growth, high-inflation environment after the U.S. imposed new tariffs on 60 trading partners, including the EU and China.
The firm warns the tariffs, combined with energy market pressures and ongoing supply chain disruptions, could weigh on global economic growth while keeping inflation elevated.
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U.S. FACES CRITICAL MINERALS SHORTAGE
President Trump aims to end U.S. reliance on Chinese critical minerals by January 2027, but industry leaders warn domestic supply is nowhere near ready.
Despite billions in government support, the U.S. still lacks enough mining and processing capacity, while China controls over 80% of rare earth refining.
Many Pentagon-backed projects won't reach meaningful production until 2027–2030, making the deadline difficult to achieve.
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President Trump aims to end U.S. reliance on Chinese critical minerals by January 2027, but industry leaders warn domestic supply is nowhere near ready.
Despite billions in government support, the U.S. still lacks enough mining and processing capacity, while China controls over 80% of rare earth refining.
Many Pentagon-backed projects won't reach meaningful production until 2027–2030, making the deadline difficult to achieve.
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CHINA PUSHES BACK ON U.S. TARIFFS
China has rejected U.S. tariffs tied to forced labor allegations, calling on Washington to remove the measures.
Beijing said it remains open to trade talks based on mutual respect and equality, but warned it will closely monitor U.S. actions and reserve the right to respond if necessary.
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China has rejected U.S. tariffs tied to forced labor allegations, calling on Washington to remove the measures.
Beijing said it remains open to trade talks based on mutual respect and equality, but warned it will closely monitor U.S. actions and reserve the right to respond if necessary.
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IRAN REDIRECTS SHIPS IN HORMUZ
Iran says it redirected several vessels it claims attempted an "illegal and unsafe" passage through the Strait of Hormuz after allegedly switching off their tracking systems.
State media reported one vessel suffered an unspecified incident, while the others were ordered back into the Persian Gulf, signaling Tehran is continuing to enforce its control over the strategic waterway.
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Iran says it redirected several vessels it claims attempted an "illegal and unsafe" passage through the Strait of Hormuz after allegedly switching off their tracking systems.
State media reported one vessel suffered an unspecified incident, while the others were ordered back into the Persian Gulf, signaling Tehran is continuing to enforce its control over the strategic waterway.
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$MSTR - STRATEGY SELLS STOCK, PAUSES BITCOIN BUYING
$MSTR raised $544.5 million by selling 5.4 million shares through its ATM program last week.
The company did not buy any Bitcoin, keeping its holdings at 843,775 BTC.
Strategy also repurchased $25 million of its STRC preferred stock and still has billions of dollars of remaining ATM issuance capacity.
(@WalterBloomberg)
$MSTR raised $544.5 million by selling 5.4 million shares through its ATM program last week.
The company did not buy any Bitcoin, keeping its holdings at 843,775 BTC.
Strategy also repurchased $25 million of its STRC preferred stock and still has billions of dollars of remaining ATM issuance capacity.
(@WalterBloomberg)
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IRAN: U.S. WON’T DICTATE WAR OR PEACE
Iran says it is not holding peace talks with the U.S. and will "never allow" Washington to determine the timing of war or peace.
Tehran says it will defend its interests as long as necessary and insists the current pause in fighting is not a ceasefire.
Iran added its ongoing shipping talks with Oman are independent of the U.S. and focused on the Strait of Hormuz.
(@WalterBloomberg)
Iran says it is not holding peace talks with the U.S. and will "never allow" Washington to determine the timing of war or peace.
Tehran says it will defend its interests as long as necessary and insists the current pause in fighting is not a ceasefire.
Iran added its ongoing shipping talks with Oman are independent of the U.S. and focused on the Strait of Hormuz.
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SAUDI AIR DEFENCES INTERCEPTED AND DESTROYED DRONES COMING FROM IRAQ - DEFENCE MINISTRY STATEMENT
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