> BELARUS BEGINS DRILLS ON RUSSIAN TACTICAL NUCLEAR WEAPONS, USING NUCLEAR‑CAPABLE ISKANDER MISSILES AND MODIFIED SU‑25 AIRCRAFT.
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> CHANCELLER ALLEMAND MERZ SUR X : NOUS CONDAMNONS FERMEMENT LES NOUVELLES FRAPPES AÉRIENNES IRANIENNES CONTRE LES ÉMIRATS ARABES UNIS ET D'AUTRES PARTENAIRES
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> GOLDMAN SACHS’ LATEST 13F FILING SHOWS THE BANK FULLY EXITED ITS XRP AND SOLANA ETF POSITIONS IN Q1 2026 AFTER PREVIOUSLY HOLDING AROUND $154 MILLION IN XRP ETFS. THE BANK STILL HOLDS ROUGHLY $700 MILLION IN BITCOIN ETFS BUT CUT ITS ETHEREUM ETF EXPOSURE BY ABOUT 70% TO AROUND $114 MILLION. GOLDMAN ALSO INCREASED POSITIONS IN CIRCLE, GALAXY, AND COINBASE SHARES WHILE REDUCING HOLDINGS IN STRATEGY, IREN, BIT DIGITAL, AND RIOT. — LINK
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> OIL STOCKS FALLING FAST, IEA WARNS
THE INTERNATIONAL ENERGY AGENCY WARNED THAT COMMERCIAL OIL INVENTORIES ARE DROPPING RAPIDLY AND WILL KEEP FALLING IN THE COMING WEEKS, IEA CHIEF FATIH BIROL SAID AT THE G7 FINANCE MINISTERS MEETING IN PARIS.
BIROL WARNED RISING DIESEL AND FERTILIZER COSTS DURING THE TRAVEL AND PLANTING SEASON COULD DRIVE UP FOOD PRICES AND PUSH INFLATION EVEN HIGHER.
FRENCH FINANCE MINISTER ROLAND LESCURE SAID GOVERNMENTS COULD RELEASE STRATEGIC OIL RESERVES AGAIN IF NEEDED.
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THE INTERNATIONAL ENERGY AGENCY WARNED THAT COMMERCIAL OIL INVENTORIES ARE DROPPING RAPIDLY AND WILL KEEP FALLING IN THE COMING WEEKS, IEA CHIEF FATIH BIROL SAID AT THE G7 FINANCE MINISTERS MEETING IN PARIS.
BIROL WARNED RISING DIESEL AND FERTILIZER COSTS DURING THE TRAVEL AND PLANTING SEASON COULD DRIVE UP FOOD PRICES AND PUSH INFLATION EVEN HIGHER.
FRENCH FINANCE MINISTER ROLAND LESCURE SAID GOVERNMENTS COULD RELEASE STRATEGIC OIL RESERVES AGAIN IF NEEDED.
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> INDIA KEEPS BUYING RUSSIAN OIL DESPITE SANCTIONS
INDIA SAID IT WILL CONTINUE BUYING RUSSIAN OIL REGARDLESS OF U.S. SANCTIONS WAIVERS, WITH PURCHASES DRIVEN BY COMMERCIAL INTERESTS, PETROLEUM MINISTRY OFFICIAL SUJATA SHARMA SAID.
SHARMA ADDED THAT INDIA HAS SECURED ENOUGH CRUDE SUPPLIES AND SEES NO RISK OF SHORTAGES.
THE MINISTRY ALSO SAID STATE FUEL RETAILERS ARE LOSING ABOUT 7.5 BILLION RUPEES DAILY ON FUEL SALES, BUT THE GOVERNMENT DOES NOT PLAN TO SUPPORT STATE REFINERS FINANCIALLY.
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INDIA SAID IT WILL CONTINUE BUYING RUSSIAN OIL REGARDLESS OF U.S. SANCTIONS WAIVERS, WITH PURCHASES DRIVEN BY COMMERCIAL INTERESTS, PETROLEUM MINISTRY OFFICIAL SUJATA SHARMA SAID.
SHARMA ADDED THAT INDIA HAS SECURED ENOUGH CRUDE SUPPLIES AND SEES NO RISK OF SHORTAGES.
THE MINISTRY ALSO SAID STATE FUEL RETAILERS ARE LOSING ABOUT 7.5 BILLION RUPEES DAILY ON FUEL SALES, BUT THE GOVERNMENT DOES NOT PLAN TO SUPPORT STATE REFINERS FINANCIALLY.
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> EVERCORE SEES AI-DRIVEN S&P 500 SURGE TO 9,000
JULIAN EMANUEL OF EVERCORE SET A BASE-CASE YEAR‑END 2026 TARGET OF 7,750 FOR THE S&P 500, WITH A 30% CHANCE THE INDEX COULD RALLY TO 9,000 ON AI‑DRIVEN GAINS IN TECH AND CONSUMER STOCKS.
EMANUEL SAID THE COMBINATION OF THE AI BOOM AND MAJOR GEOPOLITICAL SHIFTS IS CREATING UNUSUALLY LARGE MARKET SWINGS, SIMILAR TO THE 1920S AND 1990S TECH ERAS.
EVERCORE RECOMMENDS LONG‑TERM BETS ON AI‑FOCUSED STOCKS AND THE INVESCO QQQ TRUST, WHILE USING HEDGES AGAINST OIL PRICE AND INTEREST‑RATE RISKS.
THE FIRM ALSO WARNED THAT AI AND PREDICTION MARKETS CAN UNDERESTIMATE EXTREME OUTCOMES, MAKING SECTOR EXPERTISE AND FULL WORKFLOW OWNERSHIP MORE VALUABLE OVER TIME.
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JULIAN EMANUEL OF EVERCORE SET A BASE-CASE YEAR‑END 2026 TARGET OF 7,750 FOR THE S&P 500, WITH A 30% CHANCE THE INDEX COULD RALLY TO 9,000 ON AI‑DRIVEN GAINS IN TECH AND CONSUMER STOCKS.
EMANUEL SAID THE COMBINATION OF THE AI BOOM AND MAJOR GEOPOLITICAL SHIFTS IS CREATING UNUSUALLY LARGE MARKET SWINGS, SIMILAR TO THE 1920S AND 1990S TECH ERAS.
EVERCORE RECOMMENDS LONG‑TERM BETS ON AI‑FOCUSED STOCKS AND THE INVESCO QQQ TRUST, WHILE USING HEDGES AGAINST OIL PRICE AND INTEREST‑RATE RISKS.
THE FIRM ALSO WARNED THAT AI AND PREDICTION MARKETS CAN UNDERESTIMATE EXTREME OUTCOMES, MAKING SECTOR EXPERTISE AND FULL WORKFLOW OWNERSHIP MORE VALUABLE OVER TIME.
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> OIL TRADERS BET ON PROLONGED PRICE SPIKE
OIL PRICES ROSE FOR A FOURTH STRAIGHT DAY AS DONALD TRUMP WARNED IRAN TO REACH A PEACE DEAL OR FACE MORE ATTACKS.
WITH THE STRAIT OF HORMUZ STILL HEAVILY DISRUPTED, TRADERS ARE INCREASINGLY BETTING OIL PRICES WILL STAY ELEVATED THROUGH THE REST OF 2026.
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OIL PRICES ROSE FOR A FOURTH STRAIGHT DAY AS DONALD TRUMP WARNED IRAN TO REACH A PEACE DEAL OR FACE MORE ATTACKS.
WITH THE STRAIT OF HORMUZ STILL HEAVILY DISRUPTED, TRADERS ARE INCREASINGLY BETTING OIL PRICES WILL STAY ELEVATED THROUGH THE REST OF 2026.
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> 🚨 SITUATION AROUND ZAPORIZHZHIA NUCLEAR POWER PLANT IS RAPIDLY APPROACHING POINT OF NO RETURN - IFX CITES ROSATOM HEAD
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> THE WEEK AHEAD: START WITH AI AND MIGHT END WITH WAR: INFINITYHEDGE
MON:
* NVIDIA CEO JENSEN GUEST SPEAKER AT THE DELL TECHNOLOGIES WORLD ANNUAL CONVENTION IN LAS VEGAS
TUE:
* JAPAN Q1 GDP
* GOOGLE I/O ANNUAL DEVELOPER CONFERENCE BEGINS
* TRUMP EXPECTED TO HOLD A SITUATION ROOM MEETING WITH HIS TOP NATIONAL SECURITY ADVISERS TO DISCUSS THE OPTIONS FOR MILITARY ACTION REGARDING IRAN
WED:
* NVIDIA EARNINGS
* FOMC MINUTES: (EXPECTED HAWKISH BIAS)
THU:
* SAMSUNG ELECTRONICS LABOR STRIKE, NEARLY 45K OF SAMSUNG’S UNIONIZED WORKERS PLAN TO WALK OFF THE JOB FOR 18 DAYS. IF THAT HAPPENS, IT WILL BE THE LARGEST WORK STOPPAGE IN THE HISTORY OF THE SEMICONDUCTOR INDUSTRY, IN THEIR PURSUIT OF 15% OF THE COMPANY’S OPERATING PROFIT FOR EMPLOYEE BONUSES
* WALMART EARNINGS
FRI:
* JAPAN APRIL CPI
* FED’S WALLER SPEAKS ON THE ECONOMIC OUTLOOK
TBA/WHOLE WEEK:
- G-7 FINANCE MINISTERS & CENTRAL BANK GOVERNORS MEET IN PARIS, WITH THE FOCUS ON GLOBAL IMBALANCES, TRADE TENSIONS AND FX POLICY, THROUGH MAY 19.
- AI: THESE MODELS COULD DROP THIS WEEK: OPUS/SONNET 4.8 OR MYTHOS, GPT 5.6, GEMINI 3.5/3.2, SOME BIG ANNOUNCEMENTS FROM GOOGLE COMING FOR SURE AT LEAST
- U.S. MILITARY PREPARING FOR POSSIBLE RESUMPTION OF ATTACKS AGAINST IRAN THIS WEEKENED
ICYMI:
- DAY 80 OF WAR: SOH STILL EFFECTIVELY CLOSED: ELEVATED OIL PRICES ARE PUTTING PRESSURE ON LONGER-DATED U.S. & JAPAN BOND YIELDS, CUBA IS RUNNING OUT OF FOOD AND FUEL. UPWARD PRESSURE ON BOND YIELDS IS BUILDING AS OIL PRICES REMAIN ELEVATED AFTER THE US & IRAN REJECTED EACH OTHER’S PROPOSALS TO END THE CONFLICT, DIMMING PROSPECTS FOR A NEAR-TERM RESOLUTION
- TRUMP-XI SUMMIT ENDED WITHOUT ANY MAJOR ANNOUNCEMENT AS EXPECTED
- CRYPTO: SENATE BANKING COMMITTEE ADVANCED THE CLARITY ACT, TO THE SENATE FLOOR WITH A BIPARTISAN 15-9 VOTE ON THURSDAY
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MON:
* NVIDIA CEO JENSEN GUEST SPEAKER AT THE DELL TECHNOLOGIES WORLD ANNUAL CONVENTION IN LAS VEGAS
TUE:
* JAPAN Q1 GDP
* GOOGLE I/O ANNUAL DEVELOPER CONFERENCE BEGINS
* TRUMP EXPECTED TO HOLD A SITUATION ROOM MEETING WITH HIS TOP NATIONAL SECURITY ADVISERS TO DISCUSS THE OPTIONS FOR MILITARY ACTION REGARDING IRAN
WED:
* NVIDIA EARNINGS
* FOMC MINUTES: (EXPECTED HAWKISH BIAS)
THU:
* SAMSUNG ELECTRONICS LABOR STRIKE, NEARLY 45K OF SAMSUNG’S UNIONIZED WORKERS PLAN TO WALK OFF THE JOB FOR 18 DAYS. IF THAT HAPPENS, IT WILL BE THE LARGEST WORK STOPPAGE IN THE HISTORY OF THE SEMICONDUCTOR INDUSTRY, IN THEIR PURSUIT OF 15% OF THE COMPANY’S OPERATING PROFIT FOR EMPLOYEE BONUSES
* WALMART EARNINGS
FRI:
* JAPAN APRIL CPI
* FED’S WALLER SPEAKS ON THE ECONOMIC OUTLOOK
TBA/WHOLE WEEK:
- G-7 FINANCE MINISTERS & CENTRAL BANK GOVERNORS MEET IN PARIS, WITH THE FOCUS ON GLOBAL IMBALANCES, TRADE TENSIONS AND FX POLICY, THROUGH MAY 19.
- AI: THESE MODELS COULD DROP THIS WEEK: OPUS/SONNET 4.8 OR MYTHOS, GPT 5.6, GEMINI 3.5/3.2, SOME BIG ANNOUNCEMENTS FROM GOOGLE COMING FOR SURE AT LEAST
- U.S. MILITARY PREPARING FOR POSSIBLE RESUMPTION OF ATTACKS AGAINST IRAN THIS WEEKENED
ICYMI:
- DAY 80 OF WAR: SOH STILL EFFECTIVELY CLOSED: ELEVATED OIL PRICES ARE PUTTING PRESSURE ON LONGER-DATED U.S. & JAPAN BOND YIELDS, CUBA IS RUNNING OUT OF FOOD AND FUEL. UPWARD PRESSURE ON BOND YIELDS IS BUILDING AS OIL PRICES REMAIN ELEVATED AFTER THE US & IRAN REJECTED EACH OTHER’S PROPOSALS TO END THE CONFLICT, DIMMING PROSPECTS FOR A NEAR-TERM RESOLUTION
- TRUMP-XI SUMMIT ENDED WITHOUT ANY MAJOR ANNOUNCEMENT AS EXPECTED
- CRYPTO: SENATE BANKING COMMITTEE ADVANCED THE CLARITY ACT, TO THE SENATE FLOOR WITH A BIPARTISAN 15-9 VOTE ON THURSDAY
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> 🚨 PAKISTAN HAS DEPLOYED JET SQUADRON, 8,000 TROOPS, AIR DEFENCE SYSTEM TO SAUDI ARABIA UNDER DEFENCE PACT - SECURITY OFFICIALS AND GOVERNMENT SOURCES SAY
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> PAKISTAN DEPLOYS JET SQUADRON, 8,000 TROOPS AND AIR‑DEFENSE SYSTEM TO SAUDI ARABIA UNDER DEFENSE PACT, SECURITY AND GOVERNMENT SOURCES SAY
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> US PROPOSED TEMPORARY WAIVER ON IRAN OIL SANCTIONS, IRANIAN SOURCES SAY
US ACCEPTS TEMPORARY OFAC WAIVER ON IRAN OIL SANCTIONS DURING TALKS, WHILE TEHRAN DEMANDS FULL SANCTIONS REMOVAL AS PART OF ANY FINAL DEAL
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US ACCEPTS TEMPORARY OFAC WAIVER ON IRAN OIL SANCTIONS DURING TALKS, WHILE TEHRAN DEMANDS FULL SANCTIONS REMOVAL AS PART OF ANY FINAL DEAL
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> US PROPOSED TEMPORARY WAIVER ON IRAN OIL SANCTIONS - TASNIM
IRAN'S TASNIM CITES SOURCE CLOSE TO NEGOTIATION TEAM
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IRAN'S TASNIM CITES SOURCE CLOSE TO NEGOTIATION TEAM
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> $NVDA - NVIDIA PT RAISED TO $300 AS AI DEMAND STRENGTHENS
GIL LURIA OF DA DAVIDSON RAISED THE PRICE TARGET ON NVIDIA TO $300 FROM $250, MAINTAINING A BUY RATING AHEAD OF EARNINGS.
HE EXPECTS CONTINUED STRONG RESULTS DRIVEN BY NVIDIA’S CENTRAL ROLE IN AI COMPUTE INFRASTRUCTURE, NOTING THAT DEMAND ACROSS SEMICONDUCTORS IS INCREASINGLY FLOWING BACK TO NVIDIA’S PLATFORMS.
THE ANALYST ADDED THAT WHILE COMPETITION IN AI HARDWARE IS RISING, NVIDIA’S ECOSYSTEM REMAINS MORE FLEXIBLE AND ESTABLISHED, SUPPORTING SUSTAINED UPSIDE AND ANOTHER STRONG QUARTERLY PERFORMANCE.
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GIL LURIA OF DA DAVIDSON RAISED THE PRICE TARGET ON NVIDIA TO $300 FROM $250, MAINTAINING A BUY RATING AHEAD OF EARNINGS.
HE EXPECTS CONTINUED STRONG RESULTS DRIVEN BY NVIDIA’S CENTRAL ROLE IN AI COMPUTE INFRASTRUCTURE, NOTING THAT DEMAND ACROSS SEMICONDUCTORS IS INCREASINGLY FLOWING BACK TO NVIDIA’S PLATFORMS.
THE ANALYST ADDED THAT WHILE COMPETITION IN AI HARDWARE IS RISING, NVIDIA’S ECOSYSTEM REMAINS MORE FLEXIBLE AND ESTABLISHED, SUPPORTING SUSTAINED UPSIDE AND ANOTHER STRONG QUARTERLY PERFORMANCE.
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> DIGITAL ASSET INVESTMENT PRODUCTS SAW $1.07BN OF OUTFLOWS, THE FIRST NEGATIVE WEEK IN SEVEN AND THE THIRD-LARGEST WEEKLY OUTFLOW OF 2026 — LINK
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> STRATEGY BUYS 24,869 $BTC FOR $2.01 B BETWEEN MAY 11‑17 AT AN AVERAGE PRICE OF $80,985 PER BITCOIN
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> $MSTR - STRATEGY BUYS 24,869 BITCOIN MAY 11 TO MAY 17
STRATEGY BUYS 24,869 BITCOIN FOR AVG. PURCHASE PRICE $80,985 MAY 11 TO MAY 17
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STRATEGY BUYS 24,869 BITCOIN FOR AVG. PURCHASE PRICE $80,985 MAY 11 TO MAY 17
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> $NVDA - NVIDIA EARNINGS: MORGAN STANLEY SEES STRONG BEAT, LIFTED FORECASTS
NVIDIA REPORTS EARNINGS WEDNESDAY, WITH JOSEPH MOORE EXPECTING ANOTHER “BEAT AND RAISE” QUARTER—ABOUT $3B ABOVE ESTIMATES AND $4B HIGHER GUIDANCE.
MORGAN STANLEY LIFTED REVENUE AND EPS FORECASTS ACROSS MULTIPLE YEARS, NOW PROJECTING FASTER GROWTH DRIVEN BY AI DATACENTER DEMAND AND THE BLACKWELL AND RUBIN PRODUCT CYCLES.
THE FIRM RAISED ITS PRICE TARGET TO $285 (FROM $260), WHILE NOTING POSSIBLE GROSS MARGIN PRESSURE FROM NEW ARCHITECTURE RAMPS AND HIGHER INPUT COSTS, OFFSET BY STRONG SUPPLY VISIBILITY AND CONTINUED AI DEMAND MOMENTUM.
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NVIDIA REPORTS EARNINGS WEDNESDAY, WITH JOSEPH MOORE EXPECTING ANOTHER “BEAT AND RAISE” QUARTER—ABOUT $3B ABOVE ESTIMATES AND $4B HIGHER GUIDANCE.
MORGAN STANLEY LIFTED REVENUE AND EPS FORECASTS ACROSS MULTIPLE YEARS, NOW PROJECTING FASTER GROWTH DRIVEN BY AI DATACENTER DEMAND AND THE BLACKWELL AND RUBIN PRODUCT CYCLES.
THE FIRM RAISED ITS PRICE TARGET TO $285 (FROM $260), WHILE NOTING POSSIBLE GROSS MARGIN PRESSURE FROM NEW ARCHITECTURE RAMPS AND HIGHER INPUT COSTS, OFFSET BY STRONG SUPPLY VISIBILITY AND CONTINUED AI DEMAND MOMENTUM.
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> STRATEGY BUYS $2.01B IN BITCOIN OVER PAST WEEK, ALSO DID NOT SELL ANY BITCOIN, POLYMARKET ODDS THAT THEY SELL BITCOIN BY MAY 31ST AT 36%: FILING
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