"We know where you are, and we will sanction those who continue supporting the Iranian regime, whether by land, sea, or air..."

"That is the condition for the correlation-one selloff, when oversold can't bounce and overbought begins to correct..."

It is not clear who will succeed the Republican House of Representatives leader...

At least 18 impacted on Thursday by potential 'hoaxes'....

"...we are past the peak of good news and now in a de-rating cycle for the AI complex..."

"This is not going to end today"... Ueno says its customers number about 3 million, roughly 60% of Paraguay's adult population...

Wall Street is beginning to question the AI spending frenzy, and the beneficiaries may not be the companies everyone expects.

Big for India... Ships from these countries pass freely.

The problem is simple: Trump isn't going anywhere...

The BoE built its 4.9% inflation forecast on $108 Brent. The day before the hike, Brent closed at $94.

"For example, initial commentary on deliberate product pullbacks centered much more heavily on 3 classic franchises (AJ1, AF1 & Dunks) but has spread much more deeply..." 

...hard data keep saying the floor is still solid, soft data keep saying almost no one is inspired by the view from that floor...

"The American people don't want us to get even..."

“Chip names are under pressure because traders see Democrats as bad news for data centers and thus demand for compute. Some money is rotating into consumer names in Korea, China and elsewhere now.”

More than half of Texas projects could be cancelled. Every 10% haircut to Texas is a 1.6% hit to total AI CapEx...

"The more than $20 decline in Brent over the last week reflects bearish sentiment and a rapid unwind of the geopolitical risk premium in the price rather than a change in supply/demand fundamentals."