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Still, No sign of tariff-driven inflation in the hard data. Core CPI soft, food-at-home down 0.4%, yields lower across the curve. Traders still pricing in 2 Fed cuts for 2025 (Sept & Oct).

Polymarket odds now lean toward 50bps of cuts, by end-of the year. https://t.co/2fB2GiRGeK
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Elon Musk’s $TSLA Austin robotaxi launch is just weeks out, but as of last month, Tesla still hadn’t started testing cars without a human safety driver, per sources familiar with the program. https://t.co/CSJrZaR9AG
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AT&T $T EXEC- WE DON'T SEE ANY NEAR-TERM 2025 IMPACTS FROM TARIFFS- JPM CONF CALL
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$NVDA vs $AMD: two companies powering the AI revolution. https://t.co/nTpsFc9m6w
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TRUMP SIGNS ECONOMIC PARTNERSHIP BETWEEN US, SAUDI ARABIA
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S&P 500 Opening Bell Heatmap (May 13, 2025)

$SPY +0.23% 🟩
$QQQ +0.57% 🟩
$DJI -0.36% 🟥
$IWM +0.39% 🟩 https://t.co/nPif0K8heX
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Nvidia CEO Jensen Huang, speaking in Riyadh at the Saudi-US Investment Forum, announced a deal to supply chips to Humain—Saudi Arabia’s new AI firm—for a 500MW data center buildout. The PIF-backed company plans to scale to 1.9GW by 2030 as Saudi ramps up AI & local data storage. https://t.co/6chtR1ss13
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President Trump just announced a $600B investment commitment from Saudi Arabia, per a White House fact sheet.

U.S. companies including Google, Oracle, Salesforce, AMD, and Uber are backing $80B in joint investments. https://t.co/sdazloU4YR
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SAUDI ARABIAN DATAVOLT WILL MOVE FORWARD WITH PLANNED $20 BILLION INVESTMENT IN AI DATA CENTERS, ENERGY INFRASTRUCTURE IN U.S. -WHITE HOUSE FACT SHEET
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HUMAIN (SAUDI AI VENTURE) AND NVIDIA $NVDA ANNOUNCE STRATEGIC PARTNERSHIP TO BUILD AI FACTORIES OF THE FUTURE IN SAUDI ARABIA
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Feels pretty great celebrating my birthday 🎂 right as the Nasdaq kicks off a new bull market and the S&P 500 wipes out almost all its 2025 losses.

Here’s to the birthday vibes 🥂
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TRUMP IS EXPECTED TO MEET SYRIAN PRESIDENT ON WEDNESDAY: AXIOS
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MICROSOFT $MSFT IS CUTTING 3% OF ALL WORKERS - CNBC
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