> KASHKARI: NOT SURPRISED BY HEADLINE INFLATION RISE, WHAT MATTERS IS HOW PERSISENT STRAIT CLOSURE IS
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> INDIA GOLD DISCOUNTS HIT RECORD ABOVE $200/OUNCE AFTER DUTY-DRIVEN PRICE SURGE- BULLION DEALER
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> THE SENATE JUST VOTED NOT TO ADVANCE AN IRAN WAR POWERS RESOLUTION.
THE RESOLUTION WAS INTENDED TO LIMIT TRUMP'S ABILITY TO WAGE WAR ON IRAN.
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THE RESOLUTION WAS INTENDED TO LIMIT TRUMP'S ABILITY TO WAGE WAR ON IRAN.
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> $NVDA - SHORT SELLER TARGETS NVIDIA OVER ALLEGED CHINA EXPOSURE
CULPER RESEARCH DISCLOSED A SHORT POSITION AGAINST NVIDIA, ALLEGING THE COMPANY STILL DERIVES SIGNIFICANT REVENUE FROM CHINA DESPITE U.S. TRADE RESTRICTIONS.
THE FIRM CLAIMS MORE THAN 20% OF NVIDIA’S FY2026 COMPUTE REVENUE IS TIED TO CHINA THROUGH ALLEGED GPU DIVERSION AND SOUTHEAST ASIAN INTERMEDIARIES.
CULPER SPECIFICALLY POINTED TO SINGAPORE-BASED MEGASPEED, ALLEGING HIDDEN FINANCIAL LINKS TO ALIBABA AND POSSIBLE REROUTING OF NVIDIA-POWERED SERVERS THROUGH MALAYSIA.
THE REPORT ALSO RAISED CONCERNS ABOUT SUPPLIER RELATIONSHIPS AND ALLEGED ATTEMPTS TO BYPASS U.S. EXPORT CONTROLS, THOUGH NVIDIA HAS PREVIOUSLY STATED IT FOUND NO EVIDENCE OF DIVERSION IN ITS GLOBAL DATA CENTER CHECKS.
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CULPER RESEARCH DISCLOSED A SHORT POSITION AGAINST NVIDIA, ALLEGING THE COMPANY STILL DERIVES SIGNIFICANT REVENUE FROM CHINA DESPITE U.S. TRADE RESTRICTIONS.
THE FIRM CLAIMS MORE THAN 20% OF NVIDIA’S FY2026 COMPUTE REVENUE IS TIED TO CHINA THROUGH ALLEGED GPU DIVERSION AND SOUTHEAST ASIAN INTERMEDIARIES.
CULPER SPECIFICALLY POINTED TO SINGAPORE-BASED MEGASPEED, ALLEGING HIDDEN FINANCIAL LINKS TO ALIBABA AND POSSIBLE REROUTING OF NVIDIA-POWERED SERVERS THROUGH MALAYSIA.
THE REPORT ALSO RAISED CONCERNS ABOUT SUPPLIER RELATIONSHIPS AND ALLEGED ATTEMPTS TO BYPASS U.S. EXPORT CONTROLS, THOUGH NVIDIA HAS PREVIOUSLY STATED IT FOUND NO EVIDENCE OF DIVERSION IN ITS GLOBAL DATA CENTER CHECKS.
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> $MSTR - STRATEGY DELAYS RETAIL INVESTOR Q&A TO MAY 20
STRATEGY HAS RESCHEDULED ITS LIVE Q&A SESSION WITH RETAIL INVESTORS TO MAY 20 AT 5:00 PM ET.
THE EVENT WILL FEATURE EXECUTIVE CHAIRMAN MICHAEL SAYLOR AND CEO PHONG LE, MODERATED BY AUTHOR NATALIE BRUNELL.
THE SESSION WILL STREAM ON X AND YOUTUBE, WITH A REPLAY AVAILABLE AFTERWARD ON THE COMPANY’S INVESTOR RELATIONS SITE.
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STRATEGY HAS RESCHEDULED ITS LIVE Q&A SESSION WITH RETAIL INVESTORS TO MAY 20 AT 5:00 PM ET.
THE EVENT WILL FEATURE EXECUTIVE CHAIRMAN MICHAEL SAYLOR AND CEO PHONG LE, MODERATED BY AUTHOR NATALIE BRUNELL.
THE SESSION WILL STREAM ON X AND YOUTUBE, WITH A REPLAY AVAILABLE AFTERWARD ON THE COMPANY’S INVESTOR RELATIONS SITE.
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> US ALLEGES CHINESE FIRMS SECRETLY PLANNED ARMS SALES TO IRAN
U.S. OFFICIALS SAY CHINESE COMPANIES DISCUSSED COVERT ARMS SALES TO IRAN, ALLEGEDLY PLANNING TO ROUTE WEAPONS THROUGH THIRD COUNTRIES TO HIDE THEIR ORIGIN.
AMERICAN INTELLIGENCE AGENCIES REPORTEDLY UNCOVERED TALKS BETWEEN CHINESE FIRMS AND IRANIAN OFFICIALS, THOUGH IT REMAINS UNCLEAR WHETHER ANY WEAPONS WERE ULTIMATELY DELIVERED.
THE ALLEGATIONS ADD PRESSURE ON PRESIDENT TRUMP TO RAISE THE ISSUE DURING HIS MEETINGS WITH CHINESE LEADER XI JINPING IN BEIJING.
U.S. OFFICIALS ALSO CLAIM CHINA HAS PROVIDED IRAN WITH INTELLIGENCE, SATELLITE SUPPORT, AND DUAL-USE TECHNOLOGY DURING THE CONFLICT, WHILE BEIJING CONTINUES TO BUY LARGE VOLUMES OF DISCOUNTED IRANIAN OIL.
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U.S. OFFICIALS SAY CHINESE COMPANIES DISCUSSED COVERT ARMS SALES TO IRAN, ALLEGEDLY PLANNING TO ROUTE WEAPONS THROUGH THIRD COUNTRIES TO HIDE THEIR ORIGIN.
AMERICAN INTELLIGENCE AGENCIES REPORTEDLY UNCOVERED TALKS BETWEEN CHINESE FIRMS AND IRANIAN OFFICIALS, THOUGH IT REMAINS UNCLEAR WHETHER ANY WEAPONS WERE ULTIMATELY DELIVERED.
THE ALLEGATIONS ADD PRESSURE ON PRESIDENT TRUMP TO RAISE THE ISSUE DURING HIS MEETINGS WITH CHINESE LEADER XI JINPING IN BEIJING.
U.S. OFFICIALS ALSO CLAIM CHINA HAS PROVIDED IRAN WITH INTELLIGENCE, SATELLITE SUPPORT, AND DUAL-USE TECHNOLOGY DURING THE CONFLICT, WHILE BEIJING CONTINUES TO BUY LARGE VOLUMES OF DISCOUNTED IRANIAN OIL.
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> THE US SENATE HAS OFFICIALLY CONFIRMED KEVIN WARSH AS THE NEXT CHAIRMAN OF THE FEDERAL RESERVE
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> SENATE CONFIRMS WARSH AS FED CHAIR IN 54--45 VOTE
PENNSYLVANIA'S FETTERMAN ONLY DEMOCRAT TO SUPPORT WARSH NOMINATION
WARSH TO BEGIN 4-YEAR FED CHAIR TERM AFTER POWELL DEPARTS FRIDAY
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PENNSYLVANIA'S FETTERMAN ONLY DEMOCRAT TO SUPPORT WARSH NOMINATION
WARSH TO BEGIN 4-YEAR FED CHAIR TERM AFTER POWELL DEPARTS FRIDAY
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> HAPAG-LLOYD HIT WITH $60M WEEKLY COSTS FROM HORMUZ DISRUPTION
SHIPPING GIANT HAPAG-LLOYD SAYS THE STRAIT OF HORMUZ DISRUPTION IS COSTING THE COMPANY UP TO $60 MILLION PER WEEK.
CEO ROLF HABBEN JANSEN SAID HIGHER FUEL COSTS AND REROUTING CARGO BY TRUCK AND RAIL ARE DRIVING THE INCREASE, ADDING THAT FREIGHT RATES WILL LIKELY RISE TO OFFSET EXPENSES.
THE COMPANY ALSO REPORTED A QUARTERLY LOSS OF €219 MILLION AND SAID FOUR OF ITS VESSELS REMAIN STRANDED IN THE PERSIAN GULF AMID ONGOING REGIONAL TENSIONS.
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SHIPPING GIANT HAPAG-LLOYD SAYS THE STRAIT OF HORMUZ DISRUPTION IS COSTING THE COMPANY UP TO $60 MILLION PER WEEK.
CEO ROLF HABBEN JANSEN SAID HIGHER FUEL COSTS AND REROUTING CARGO BY TRUCK AND RAIL ARE DRIVING THE INCREASE, ADDING THAT FREIGHT RATES WILL LIKELY RISE TO OFFSET EXPENSES.
THE COMPANY ALSO REPORTED A QUARTERLY LOSS OF €219 MILLION AND SAID FOUR OF ITS VESSELS REMAIN STRANDED IN THE PERSIAN GULF AMID ONGOING REGIONAL TENSIONS.
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> KEVIN WARSH CONFIRMED AS FED CHAIR BY NARROWEST SENATE MARGIN IN HISTORY
ACCORDING TO BLOOMBERG, THE U.S. SENATE CONFIRMED KEVIN WARSH AS FEDERAL RESERVE CHAIR IN A 54-45 VOTE, THE NARROWEST CONFIRMATION MARGIN EVER FOR A FED CHAIR. MARKETS ARE CLOSELY WATCHING WHETHER WARSH WILL SUPPORT DONALD TRUMP’S PUSH FOR LOWER INTEREST RATES, DESPITE WARSH STATING DURING HIS CONFIRMATION HEARING THAT THE FED’S MONETARY POLICY WOULD REMAIN “STRICTLY INDEPENDENT.” — LINK
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ACCORDING TO BLOOMBERG, THE U.S. SENATE CONFIRMED KEVIN WARSH AS FEDERAL RESERVE CHAIR IN A 54-45 VOTE, THE NARROWEST CONFIRMATION MARGIN EVER FOR A FED CHAIR. MARKETS ARE CLOSELY WATCHING WHETHER WARSH WILL SUPPORT DONALD TRUMP’S PUSH FOR LOWER INTEREST RATES, DESPITE WARSH STATING DURING HIS CONFIRMATION HEARING THAT THE FED’S MONETARY POLICY WOULD REMAIN “STRICTLY INDEPENDENT.” — LINK
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> METAMASK DEVELOPER CONSENSYS DELAYS POTENTIAL IPO UNTIL FALL AMID WEAK CRYPTO MARKETS
METAMASK DEVELOPER CONSENSYS HAS DELAYED ITS POTENTIAL IPO UNTIL AT LEAST THIS FALL DUE TO WEAK MARKET CONDITIONS. SOURCES SAID THE COMPANY HAD PLANNED TO CONFIDENTIALLY FILE A DRAFT S-1 WITH THE U.S. SEC AROUND LATE FEBRUARY AND HAD ENGAGED JPMORGAN AND GOLDMAN SACHS TO LEAD THE PROCESS. THE BROADER CRYPTO MARKET HAS REMAINED UNDER PRESSURE SINCE FEBRUARY, PROMPTING SEVERAL CRYPTO FIRMS TO PAUSE IPO PLANS. CONSENSYS RAISED $450 MILLION IN A SERIES D ROUND IN 2022 AT A $7 BILLION VALUATION. — LINK
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METAMASK DEVELOPER CONSENSYS HAS DELAYED ITS POTENTIAL IPO UNTIL AT LEAST THIS FALL DUE TO WEAK MARKET CONDITIONS. SOURCES SAID THE COMPANY HAD PLANNED TO CONFIDENTIALLY FILE A DRAFT S-1 WITH THE U.S. SEC AROUND LATE FEBRUARY AND HAD ENGAGED JPMORGAN AND GOLDMAN SACHS TO LEAD THE PROCESS. THE BROADER CRYPTO MARKET HAS REMAINED UNDER PRESSURE SINCE FEBRUARY, PROMPTING SEVERAL CRYPTO FIRMS TO PAUSE IPO PLANS. CONSENSYS RAISED $450 MILLION IN A SERIES D ROUND IN 2022 AT A $7 BILLION VALUATION. — LINK
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