Alphabet's $80B AI Capex Raise and Marvell's 22% Pop Reset the AI Trade
Markets head into the June 2 US open with an AI capital story large enough to reset trader positioning across
Posts by Ulysses Cornelius
Oil Slides as Trump Claims Rapid Iran Progress and Lebanon Announces Hezbollah Ceasefire
TL;DR Oil retreated Tuesday morning after President Trump said Iran talks were progressing at a "rapid pace"
Oil Near $95 as US and Iran Trade Strikes and Hormuz Talks Collapse: Risk Watch
TL;DR TL;DR: US Central Command launched self-defence strikes against Iranian radar and drone control sites after Tehran shot
Iran Fires Ballistic Missiles at US Forces in Kuwait as Asian Markets Slip Into June 2 Open
TL;DR Iran fired two ballistic missiles at US forces stationed in Kuwait overnight, both intercepted by US air defenses.
Risk Watch: Trump's Iran Dismissal Puts Hormuz Ceasefire at Breaking Point
TL;DR President Trump told CNBC on June 1 that he 'doesn't care' if US-Iran nuclear
Iran Suspends Ceasefire Talks as Oil Surges 5% and Hormuz Risk Returns
TL;DR * Iran suspended all ceasefire and nuclear negotiations with the United States on June 1, citing Israeli strikes in
Oil Surges as Iran Halts US Talks: WTI, Brent and Futures Risk Watch
Confirmed facts as of 12:30 a.m. ET, June 2, 2026. TL;DR * Iran's state-affiliated Tasnim news
Bitcoin ETF Outflows Hit Record $2.97B Over 10 Sessions as Strategy Sells BTC for First Time Since 2022
TL;DR * US spot Bitcoin ETFs completed their longest-ever outflow streak on Friday, May 29, shedding approximately $2.97 billion
Oil Spikes 5% on Hormuz Collapse Risk as S&P 500 Hits Record High
TL;DR * WTI crude settled at $92.16 per barrel on Monday, up more than 5%, after Trump told CNBC
Iran Formally Breaks Off US Talks as OPEC+ Warns of Year-End Supply Disruption
TL;DR * Iran formally broke off negotiations with the United States on June 1, citing escalating Israeli strikes in Lebanon