IMF'S GEORGIEVA: THE FUND'S FORECAST OF A MINOR SLOWDOWN IN GLOBAL GROWTH AND A MILD UPTICK IN PRICES AS A RESULT OF THE MIDDLE EAST WAR IS NO LONGER VIABLE, ADDING THAT INFLATION IS STARTING TO ACCELERATE — THOUGH LONGER-TERM INFLATION EXPECTATIONS REMAIN ANCHORED, MEANING THE WORLD IS NOT YET IN THE MOST DANGEROUS ZONE.
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GEORGIEVA: IF THE WAR DRAGS ON INTO 2027 WITH OIL PRICES AT $125 A BARREL, A "MUCH WORSE OUTCOME" SHOULD BE EXPECTED, DESCRIBING THE SITUATION AS A SERIOUS AND SLOW-MOVING PRICE IMPACT, AND CONFIRMED THAT THE IMF'S ADVERSE SCENARIO FOR THE GLOBAL ECONOMY IS NOW IN PLACE.
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CHEVRON CEO WIRTH: PHYSICAL SHORTAGES IN OIL SUPPLY ARE STARTING TO EMERGE AS A RESULT OF THE STRAIT OF HORMUZ CLOSURE.
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ISNA NEWS: IRAN'S FOREIGN MINISTER HAS BRIEFED REPRESENTATIVES ON THE US NEGOTIATIONS IN ISLAMABAD, LAYING OUT PLANS AND PROPOSALS FOR THE TALKS.
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AL HADATH, CITING MAERSK SHIPPING COMPANY: A US-FLAGGED VEHICLE TRANSPORT SHIP HAS DEPARTED THE GULF VIA THE STRAIT OF HORMUZ.
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TRUMP: WE ARE ALREADY EXPLORING ALTERNATIVE TARIFF MEASURES, ADDING THAT HE WOULD "HATE TO HAVE TO PAY TARIFFS BACK."
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ISNA, CITING HACKER GROUP HANZALA: IN A COORDINATED OPERATION, THE AIR DEFENSE SYSTEMS AT THE UAE'S FUJAIRAH PORT WERE STRUCK BY CYBERATTACKS SHORTLY BEFORE THE MISSILE STRIKES.
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BANK OF CANADA GOVERNOR TIFF MACKLEM: FOLLOWING KEVIN WARSH'S APPOINTMENT AS FED CHAIRMAN, I BELIEVE THE CULTURE AND COMPORTMENT OF THE FED WILL CONTINUE AS IT HAS IN THE PAST.
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US FTC: WILL BAN KOCHAVA AND ITS SUBSIDIARY FROM SELLING SENSITIVE LOCATION DATA TO RESOLVE CHARGES THAT THEY SOLD LOCATION DATA TIED TO MILLIONS OF MOBILE DEVICES.
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ANTHROPIC AND FIS ARE JOINTLY DEVELOPING AN AI AGENT DESIGNED TO HELP BANKS POLICE FINANCIAL CRIMES. - WSJ
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PALANTIR CHIEF REVENUE OFFICER RYAN TAYLOR ON THE CONFERENCE CALL: THE SHIP OS PROGRAM HAS REDUCED MANUFACTURING BILL-OF-MATERIALS APPROVAL TIME FOR NAVY SUPPLIERS FROM 200 HOURS DOWN TO 15 SECONDS.
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PALANTIR CFO DAVID GLAZER: THE CUSTOMER ACCOUNT BASE GREW 31% YEAR-ON-YEAR AND 6% SEQUENTIALLY, WHILE THE US COMMERCIAL CUSTOMER COUNT EXPANDED TO 615 — UP 42% Y/Y AND 8% SEQUENTIALLY — WITH EXPENSES STILL EXPECTED TO RAMP IN 2026 AS THE COMPANY REMAINS COMMITTED TO INVESTING IN ITS PRODUCT PIPELINE AND ELITE TECHNICAL TALENT.
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PALANTIR CEO ALEX KARP: THE COMPANY HAS 70 SALES PEOPLE, WHILE CTO SHYAM SANKAR ADDED THAT PALANTIR HAS RETIRED LEGACY SOFTWARE SUCH AS CRM AND RAPIDLY REBUILT IT ATOP ITS OWN PLATFORM, DELIVERING A USER EXPERIENCE THAT ITS USERS LOVE.
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IAEA: ITS TEAM TODAY VISITED THE ZAPORIZHZHIA NUCLEAR POWER PLANT'S EXTERNAL RADIATION CONTROL LABORATORY (ERCL) — ONE DAY AFTER THE PLANT REPORTED BEING TARGETED BY A DRONE — AND OBSERVED DAMAGE TO PART OF THE LAB'S METEOROLOGICAL MONITORING EQUIPMENT, WHICH IS NO LONGER OPERATIONAL.
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IRANIAN FOREIGN MINISTER ARAGHCHI: THE DEVELOPMENTS IN THE STRAIT OF HORMUZ UNDERSCORE THAT THERE IS NO MILITARY SOLUTION TO A POLITICAL CRISIS.
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TRUMP: THE IRAN WAR COULD DRAG ON FOR ANOTHER TWO TO THREE WEEKS.
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AMAZON CEO ANDY JASSY: WE HAVE A DEEP PARTNERSHIP WITH NVIDIA – CNBC INTERVIEW
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OIL PRICES HOLD ELEVATED NEAR $105–$114 AS US-IRAN CLASHES SHUT THE STRAIT OF HORMUZ AND HIT FUJAIRAH PORT, REMOVING MILLIONS OF BARRELS FROM GLOBAL SUPPLY AND DRIVING US CRUDE OVER 80% HIGHER THIS YEAR — STOKING INFLATION FEARS AND RAISING THE ODDS OF TIGHTER MONETARY POLICY AS THE STANDOFF DRAGS ON.
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META HAS PICKED MORGAN STANLEY AND JPMORGAN TO STRUCTURE ITS APPROXIMATELY $13 BILLION EL PASO DATA CENTER TRANSACTION.
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AUSTRALIA'S COMPOSITE PMI ROSE TO 50.4 IN THE FINAL READING (UP FROM 50.1 PRIOR), WHILE THE SERVICES PMI EDGED HIGHER TO 50.7 (FROM 50.3 PREVIOUSLY).
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OIL REMAINS ELEVATED AS CLASHES BETWEEN THE UNITED STATES AND IRAN AROUND THE STRAIT OF HORMUZ DISRUPT SUPPLY, KEEPING PRICES UNDER UPWARD PRESSURE AMID ONGOING GEOPOLITICAL TENSIONS.OIL REMAINS ELEVATED AS CLASHES BETWEEN THE UNITED STATES AND IRAN AROUND THE STRAIT OF HORMUZ DISRUPT SUPPLY, KEEPING PRICES UNDER UPWARD PRESSURE AMID ONGOING GEOPOLITICAL TENSIONS.
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