⚡ JUST IN: Apple is replacing CEO Tim Cook with Senior VP of Hardware Engineering, John Ternus.

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Traders in the oil market used to track "physical flows" for trading decisions, but now they follow Trump's tweets, says the head of commodity markets at hedge fund Citadel.

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⚡ JUST IN: Trump says Iran has violated the ceasefire multiple times.

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⚡ JUST IN: Iran has officially denied that any delegation has arrived in Pakistan for negotiations with the US, calling reports of such talks "baseless" and "fabricated."

Meanwhile, a US delegation has arrived in Pakistan.

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📈 Historic Rally in US Semiconductor Stocks

The Semiconductor Index, $SOX, has surged for 14 consecutive trading sessions, marking the second-longest winning streak in its history. The index is poised to surpass its record 15-day streak set in 2014.

During this run, $SOX has gained +34.4%, representing the strongest 14-day performance since 2002. The semiconductor index relative to the S&P 500 has reached 1.35, an all-time high.

This ratio is now 42% above the peak of 0.95 seen during the 2000 Dot-Com Bubble. Semiconductor stocks are experiencing a significant surge.

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⚡ JUST IN: Iran will not send a delegation for peace talks with the US until the US lifts its "blockade" of the Strait of Hormuz.

When asked about the conflict, Trump said, "I have all the time in the world."

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⚡ JUST IN: The US-Iran ceasefire will expire Wednesday at 4:50 PM ET.

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📊 $760M Bet Against Oil Before Strait Announcement

Unknown parties placed a $760 million short bet on oil 20 minutes before the announcement that the Strait of Hormuz was open. This follows a pattern of insider trades linked to key geopolitical events involving Trump and Iran.

On March 23, there was a $500 million short position taken just 15 minutes before Trump postponed strikes on Iran, after which oil prices dropped by 15%. On April 7, a $950 million short was placed hours before a US-Iran ceasefire.

The Commodity Futures Trading Commission (CFTC) is currently investigating these suspicious trades.

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⚡ JUST IN: Iran's decision to not be in Pakistan on Wednesday is final, according to Tasnim.

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⚡ JUST IN: Trump extends the US ceasefire with Iran indefinitely.

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⚡ JUST IN: Iran continues exporting oil under US sanctions, with most shipments going to China through covert channels amid tighter enforcement.

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BofA reports that its clients (large funds) are selling the rally in US stocks as the SP500 hits record highs.

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⚡ JUST IN: Iran's IRGC warns it may cut undersea internet cables and cloud infrastructure in the Persian Gulf.

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⚡ JUST IN: Trump says Iran talks could resume as soon as Friday.

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⚡ JUST IN: Iran has not yet decided whether to hold discussions on Friday amid ongoing ceasefire negotiations.

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⚡ JUST IN: Iran has no plans to negotiate with the US on Friday, according to Tasnim.

This morning, Trump said he expected talks to start as soon as Friday.

Its so over.

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The volume of announced and authorized buybacks in US stocks has already broken the historical record this year, according to Goldman.

Buybacks have been the main growth drivers of the SP500 since 2011.

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