Keep pulling the thread on S&P 500.
President Trump told aides he is open to ending the war with Iran, even if the Strait of Hormuz remains closed.
Iranian President Pezheshgian stated that Tehran has the 'necessary will' to end its conflict with the U.S. in exchange for security guarantees.
If oil prices establish a sustained floor around $100 per barrel, it would represent a significant economic shock from the recent low of $60 per barrel.
Oracle is laying off thousands of employees in a move related to AI.
U.S. memory chip stocks lost $100 billion in market value last week after Google announced a new algorithm.
For the first time in 13 years, Nvidia is trading at a forward P/E ratio below that of the S&P 500.
Doug O'Loughlin asserts that Google's TurboQuant algorithm is not a significant breakthrough and would not have been published if it were scalable and effective.
No significant new supply of memory chips is expected to come online until the second half of 2027 due to long lead times for building new fabrication plants.
Nvidia is expected to grow its revenue by over 70% this year.
Microsoft's core Office 365 business is under threat from AI-native productivity tools like ChatGPT and Anthropic's Co-Work.
U.S. Defense Secretary Pete Hegseth attempted to invest millions in a defense fund through his Morgan Stanley broker shortly before the U.S. initiated a war with Iran.
Prior to the U.S. attack on Iran, Donald Trump's children invested millions of dollars in military drone companies with Pentagon contracts.