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
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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
Trump Edits Iran Ceasefire Terms as Israel Pushes Deeper Into Lebanon: Oil Risk Watch
TL;DR * Israeli ground troops advanced deeper into southern Lebanon on June 1, pushing past the line a six-week ceasefire
Israel Pushes Into Lebanon, Threatening Iran Deal: Oil Rises 2%
TL;DR * Israel ordered additional troops into southern Lebanon on Monday, June 1, capturing Beaufort Castle and breaking the nominal
SpaceX $1.8 Trillion IPO Target Cuts the Halo Trade: How RKLB, ASTS, and Index Liquidity Are Set Up for Monday
TL;DR Bloomberg, cited across multiple outlets, reported on May 29 that SpaceX is targeting a valuation of at least
Japan's Record $74B Yen Defense Is Already Fading: What Traders Need to Watch
Japan's Finance Ministry confirmed Friday morning that Japanese authorities spent a record 11.73 trillion yen, or roughly
Bitcoin Below $73K: Leverage Flush Meets a $150B Treasury Liquidity Drain
Bitcoin dropped below $73,000 on Thursday, a six-week low, as nearly $1 billion in mostly long positions were liquidated. Positive funding rates left leveraged longs exposed right as a roughly $150 billion Treasury settlement drains liquidity into June 5.
Bitcoin Stalls Near $77K as TD Cowen Warns CLARITY Act May Slip Into 2027
Bitcoin is grinding near the $77,000 mark on Tuesday afternoon as a fresh research note from TD Cowen warns
Asia Open: Oil Tanks 5% and Nikkei Tops 65,000 as Trump Calls Iran Talks 'Constructive'
TL;DR President Trump said Sunday that US-Iran peace talks are proceeding in an "orderly and constructive manner,"
Stocks, Futures, Crypto Week Ahead: Iran Deal Watch and PCE Thursday (May 26-29, 2026)
US cash markets are closed Monday for Memorial Day. The four-day session that follows is loaded with an Iran deal