Around X:
- @Business
- Japan’s key inflation gauge slowed by more than forecast as government steps to ease costs of living offset the impact from a weak yen and elevated energy prices.
- Iraq formed a high-level committee to investigate drone attacks on the United Arab Emirates and Saudi Arabia, as the new Iraqi prime minister appears to align with US President Donald Trump’s goal of limiting Iran’s influence.
- If the Strait of Hormuz doesn’t open by August, there may be a risk of a recession rivaling the great financial crisis.
- Alberta Premier Danielle Smith says she’ll call a referendum on whether the energy-rich province should stay in Canada or start a legal process that could eventually lead to its independence.
- Cursor Hits $3 Billion Annual Sales Rate Ahead of SpaceX Deal.
- President Trump’s allies and some administration officials have been telling the president publicly and privately that new Fed chair Kevin Warsh may not be able to deliver rate cuts right away.
- Take-Two confirmed a Nov. 19 release date for Grand Theft Auto VI, expected to be one of the biggest video-game titles ever.
- Get up to speed on what's moving global markets.
- Here’s what you need to know to start your day.
- @ZeroHedge
- It's Not Iran Trapping Ships In The Hormuz, It's The Insurance Risk.
- “We Must Leap Forward Into New Energy” - Canaccord’s Inaugural Nuclear Nexus Conference.
- Electric Bills Could Be 2026 Election Shocker.
- Try to build as much code as possible over the next few months. The prices you are seeing now for AI will probably not last too long.
- BREAKING: Muhammad Omar, the alleged fraudster who FLED from law enforcement in Minnesota earlier today, has been CAPTURED, per @FBIDirectorKash. GREAT job picking up this guy so quickly, FBI. Omar has been indicted for stealing over $3 MILLION in a Home Healthcare fraud scheme. Justice is being served. (video)
- The DNC Finally Releases Its 2024 Autopsy, And It's A Total Whitewash.
- American Freight Revival Enters Next Phase As Illegal Alien Trucker Chaos Continues.
- JUST IN: SpaceX pledges to cover all power grid infrastructure upgrade costs associated with its data centers so those costs are not passed on to local households, per its S-1 filing. Soon every hyperscaler will be forced to do the same.
- Turkey Markets Crash After Court Unseats Opposition Head In Latest Erdogan Power Grab.
- We Are 6 Months From Global Food Shortages Because Farmers Are Facing A Quadruple Whammy Crisis.
- Nvidia's Vera Rubin Rack Will Cost $7.8MM, Double A Blackwell Rack: Here's What's Behind The Soaring Price.
- Everyone is focusing on the soaring memory cost in the Vera Rubin rack. Here is the real shocker. US power grid can barely keep up with the current setup.
- Daily Wire Names New CEO As Audience, Revenue Challenges Mount.
- US Deploys Aircraft Carrier To Caribbean As Trump Admin Pressures Cuba.
- OpenAI plans to file for IPO confidentially as soon as Friday: CNBC.
- No Deal Reached, Amid 'Fabricated' Mideast Media Reports As Trump Presses Nuclear Issue & Iran President Says 'Won't Back Down'.
- 'Deal Or No Deal': Markets Swing Wildly As Nukes & Nvidia Narratives Dominate.
- @CNBC
- President Donald Trump on Thursday said he postponed an upcoming signing ceremony for his administration’s much-anticipated executive order on the artificial intelligence industry. The event, which was set for later Thursday afternoon, was delayed “because I didn’t like certain aspects of it,” Trump told reporters in the Oval Office.
- Asia-Pacific markets set to open higher as investors assess U.S.-Iran peace deal diplomacy.
- Friday's big stock stories: What’s likely to move the market in the next trading session.
- Stock futures rise slightly as S&P 500 looks toward another winning week: Live updates.
- Job training for robots: How China is getting machines ready to join the workforce.
- Stocks making the biggest moves after hours: Workday, Estee Lauder, Zoom, Take-Two and more.
- Workday jumps 10% as it bumps up margin forecast on AI strength.
- Traders think this legacy tech stock is the ultimate quantum play.
- @TheTranscript
- Zoom CEO @ericsyuan: "FY27 is off to a good start, continuing the momentum from FY26. Q1 revenue grew 5.5%, exceeding the high end of our guidance and among our best growth rates in recent years". $ZM: +7% AH.
- $WDAY Workday CFO: "Subscription revenue in Q1 was $2.354 billion, up 14%. Professional services revenue was $188 million, resulting in total revenue of $2.542 billion, growth of 13%...12-month subscription revenue backlog, or cRPO, was $8.81 billion at the end of Q1, growing 15.5%. This was driven by continued customer expansion - bolstered by our AI solutions - and growth from new customers."
- Workday CEO: "We had a great Q1, and it makes one thing clear: Workday is ready for this AI moment. Our core business is strong, our AI strategy is working, and we're moving with the speed and focus required to lead," $WDAY: +9% AH.
- Ross Stores CEO: "We achieved outstanding sales and earnings results in the first quarter...Momentum was solid throughout the quarter, with broad-based strength across the business. Customer traffic was the primary driver of the strong sales trend... $ROST: +5% AH.
- @WallStEngine
- $DECK Q4’26 EARNINGS HIGHLIGHTS. Revenue: $1.12B (Est. $1.09B) ; +10% YoY. EPS: $0.96 (Est. $0.83). HOKA Sales: $671.2M; +14.5% YoY. UGG Sales: $408.6M; +9.2% YoY. DTC Comparable Sales: +8.2%. FY27 Guide: Revenue: $5.86B-$5.91B (Est. $5.82B). EPS: $7.30-$7.45 (Est. $7.34). Gross Margin: ~56.5%. Operating Margin: ~21.5%. HOKA: Low-double-digit % growth. UGG: Mid-single-digit % growth.
- $TTWO Q4’26 EARNINGS HIGHLIGHTS. Revenue: $1.68B (Est. $1.57B) EPS: -$0.32 Recurrent Consumer Spending: +12%, 81% of revenue Net Bookings from RCS: +7%, 82% of total bookings. GTA VI Launch Date: November 19, 2026.
- @ShadowofEzra
- Dan Merrell, the contractor hired to pave over Charlie Kirk’s assassination scene, says he received “the call” under an emergency order to cover the area immediately. Merrell claims the Utah governor and Kash Patel’s FBI wanted the crime scene paved over without delay. "This is above our pay grade... the governor and the FBI said they want this by Monday." (video)
- @Nicksortor
- JUST IN: NASCAR legend Kyle Busch has DlED at the age of 41 following a hospitalization with a “severe illness”. In-race communications from a recent race, seen below, show Busch requesting a doctor due to a “sinus cold”. 41 is FAR too young. Pray for the Busch family. (video)
- BREAKING: John Thune will be sending the Senate home EARLY, and they’ll stay home until JUNE. This guy is a DISGRACE. That means NO ICE / CBP funding, and NO SAVE America Act until at LEAST next month. THUNE NEEDS TO BE REMOVED! (video)
- @EricLDaugh
- HOLY SMOKES. It appears Leader John Thune and other Senate Republicans are moving to KILL President Trump's anti-weaponization fund — which would rectify the persecution under Biden's DOJ. Now Thune sent senators home until June, MISSING Trump's deadline for reconciliation. WE ARE BEING BETRAYED! (video)
- @mattvanswol
- Just so we are clear on something... Leader Thune appears to be a Democrat. He has: a) Refused to pass the SAVE Act. b) Refused to fund ICE / Border Patrol. c) Blocks Trump's recess appointments. d) NOW TAKES A 10-DAY VACATION?!!!!! He is either a Democrat, corrupt, or both.
- Just a reminder that Lindsey Graham lives 90 minutes from my doorstep... …and he NEVER came to visit us in Western North Carolina a SINGLE TIME after Hurricane Helene. Seriously, not even once. He has flown to Ukraine NINE TIMES and tries to visit Israel “every 2 weeks”… (video)
- @C_3C_3
- John Thune isn’t stupid or weak. He knows exactly what he’s doing. You don’t rise to Senate Majority Leader if you’re stupid or weak. He’s cunning. He’s traitorous. He is doing exactly what his masters want him to do. The actions of a traitor. Worse than Benedict Arnold.
- @unusual_whales
- @TeamOverhaulGA
- WATCH: Derek Dooley hints that he would support letting illegal aliens stay— says he is "sensitive to both sides of the issue": "They want to feel like they don't have to look over their shoulders every 5 minutes and worry about us taking them out of the country." (video)
- @Laralogan
- Hmmmmm. (pic)
- @lsferguson
- I wish President Trump would go scorched earth after RINO's like Lankford like he did Massie and Boebert. It's puzzling why he doesn't. It's also puzzling why Oklahoma, a deep red state, has RINO problems. (pic)
- @DudeWhoInvests
Night Trading
Morning Preview Links
BOTTOM LINE: Asian indices are mostly higher, boosted by technology and industrial shares in the region. I expect US stocks to open modestly higher and to weaken into the afternoon, finishing mixed. The Portfolio is 100% net long heading into the day.
- Asian equity indices are +.25% to +1.25% on average.
- Asia Ex-Japan Investment Grade CDS Index 74.25 unch.
- China Sovereign CDS 40.5 -1.5 basis points.
- China Iron Ore Spot 106.3 USD/Metric Tonne +.5%.
- Crude Oil 97.94/bbl. +1.7%
- Gold 4,528.9 USD/t oz. -.3%.
- Swiss Franc/Offshore Chinese Renminbi Cross 8.64 unch.
- Bloomberg Emerging Markets Currency Index 35.30 -.2%.
- Bloomberg Global Risk-On/Risk Off Index 124.7 +.7%.
- US 10-Year Yield 4.57% unch.
- Japan 30-Year Yield 4.03% -1.0 basis point.
- Volatility Index(VIX) futures 19.4 -.01%.
- Euro Stoxx 50 futures +.90%.
- S&P 500 futures +.20%.
- NASDAQ 100 futures +.27%.
BOTTOM LINE: Asian indices are mostly higher, boosted by technology and industrial shares in the region. I expect US stocks to open modestly higher and to weaken into the afternoon, finishing mixed. The Portfolio is 100% net long heading into the day.
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