Around X:
- @Business
- Treasury Secretary Scott Bessent said the US is “suffocating” Iran with economic and financial pressure, suggesting that the rulers in Tehran will eventually buckle.
- Concern about a possible euro-area recession is “real and justified” as conflict in the Middle East causes a supply-side disruption, ECB Governing Council member Yannis Stournaras said.
- GameStop proposes to buy eBay for about $56 billion in cash and stock.
- Treasury Secretary Scott Bessent said US financial and technology companies are “working on their resiliency” against artificial intelligence threats, including concerns that AI could be deployed to hack into bank accounts.
- The list of Asian stocks that benefit from business partnership with Nvidia is getting longer, as the region further integrates into the AI chip giant’s business ecosystem.
- Get up to speed on what's moving global markets.
- Here’s what you need to know to start your day.
- @Zerohedge
- China Tries To Assert Dominance Over Canada After Carney Trade Deal.
- *BRENT OIL ERASES LOSS WITH UNCERTAINTY OVER TRUMP'S HORMUZ PLAN.
- GENERATIONAL OVERHAUL: Patel says FBI has moved 1,000+ agents to field offices, cut $300M in spending in 14 months.
- Take 4 minutes. (video)
- HFs dumped IT stocks for a second straight week. In % terms on a trailing 2-week basis (excluding the Feb ’21 meme stock frenzy) the recent de grossing activity in US Info Tech was the largest in the past decade: Goldman PB.
- Goldman: "We estimate roughly $400 billion in gross AI-related supply in the USD IG and HY markets since mid-2025."
- Goldman Desk: "Hedge Funds Aren't Buying This Meltup... Just A Matter Of Time Until We Get A Flush".
- Iran replies: "Any American interference in the new maritime regime of the Strait of Hormuz will be considered a violation of the ceasefire. The Strait of Hormuz and the Persian Gulf would not be managed by Trump's delusional posts".
- Trump Announces "Project Freedom" To Help Ships Leave Hormuz Starting Monday.
- *PROJECT FREEDOM WON'T HAVE US NAVY SHIPS ESCORTING VESSELS: WSJ. *PROJECT FREEDOM INCLUDES COUNTRIES, COS. COORDINATING: WSJ.
- Morgan Stanley: With $1.1 Trillion In AI 2027 Capex, The Stakes Between Being First And Fourth Are Enormous.
- BREAKING: Declass. State Dept emails reveal Soros operative Jeffrey Goldstein was briefing Eric Ciaramella about Soros and Ukraine around the same time Goldstein was corresponding w/ the Clinton campaign re smearing Trump as a Russian agent. Also in 2016, Ciaramella met w/ another Soros ally Ali Chalupa, who worked w/ Ukraine and the Clinton campaign to "'do a hit on Trump."A registered Democrat, Ciaramella later became the anonymous Trump impeachment "whistleblower".
- Flatbed truckload volumes are at an all time high. Flatbeds are the best way to play the AI boom in trucking.
- It has been estimated that 24 million voter registrations in the United States—about one in eight—are either invalid or significantly inaccurate. –– Justice Alito (2018).
- Rudy Giuliani Hospitalized In Critical Condition.
- This is a savvy legal move by Trump. May 1: War Powers letter formally ends hostilities, preserves force posture, asserts Article II constitutional authority. May 3: "Project Freedom" announced as a humanitarian operation, not military. Monday: US Navy escorts neutral commercial ships through Hormuz under freedom of navigation rights. If Iran fires on it: that is Iran starting a new conflict. Trump is responding defensively, not attacking. No new War Powers clock starts because the US did not initiate hostilities. Iran did.
- Bessent On Iran: "We Are Suffocating The Regime".
- Large Cargo Ship Near Hormuz Reports Being Attacked, In First Escalation Since April 22.
- Senior Israeli officials tell Channel 14: "A return to fighting in Iran is a necessity. It is not a question of if, but when".
- *JMIC: REPORTS OF MINES IN AND NEAR THE TSS PERSIST *JMIC: HORMUZ TRAFFIC REMAINS SIGNIFICANTLY REDUCED *JMIC: CREW REPORTED SAFE AFTER INCIDENT 11NM WEST OF SIRIK,IRAN.
- BREAKING: Iran said it is reviewing the US response to its 14-point proposal, which was conveyed via Pakistan, according to state media reports.
- 'Bluesky Goes Full Panic' After Fired Trump Official's Anti-ICE Website Doxxes Almost 18,000 Leftists.
- TRUMP ON NEW IRANIAN PROPOSAL: "IT'S NOT ACCEPTABLE".
- Advisor to the Iranian Foreign Ministry Spokesperson: We will coordinate with neighboring and coastal countries regarding the situation in the Strait of Hormuz: Al Jazeera.
- Advisor to the Iranian Foreign Ministry Spokesperson: We proposed ending the war on all fronts, including Lebanon, and discussing the situation in the Strait of Hormuz: Al Jazeera.
- Contempt Of Court: Hakeem Jeffries Denounces the Supreme Court As "Illegitimate".
- GameStop CEO Prepares Takeover Bid For eBay.
- Big Tech Is Funding Space Solar And Fusion While Running On Gas.
- 'A Larger Pie For All': Citadel Securities On The Economics Of Intelligence.
- Trump Must Choose 'Impossible' War Or 'Bad Deal' With Iran: IRGC Message To US.
- "They Threw It Away": Airline Lobby Chief Says Democrats Accelerated Spirit Airlines' Demise.
- The Left's Reaction To Arrest Of The Latest UK Stabbing Is As Predictable As It Is Disgraceful.
- Visualizing Europe's Birth-Rate Collapse.
- Ukraine Flexes With Much Deeper Drone Reach Targeting Russia's Refineries.
- 60% Of Voters Believe France Is Witnessing 'A Replacement Of The Population By Non-Europeans'.
- According to two sources briefed on the Iranian proposal, it sets a one-month deadline for negotiations on a deal to reopen the Strait of Hormuz, end the U.S. naval blockade and permanently end the war in Iran and in Lebanon. Per the Iranian proposal, only after such a deal is reached, another month of negotiations would be launched to try and reach a deal on the nuclear program, the two sources said.
- The US Spends More On 'Defense' Than The Next 8 Countries Combined.
- First US Integrated Humanoid Robot Factory To Build 100,000 NEO Robots By 2027.
- Berkshire Cash Hits A Record $397 Billion As Company Sells Most Stocks In 2 Years.
- @CNBC
- Asia markets set to open mixed after Trump unveils plan to free ships in Hormuz.
- Stock futures tick higher as investors monitor latest in U.S.-Iran developments: Live updates.
- Pirro appears to drop plans to appeal criminal investigation of Fed Chair Powell.
- Earnings playbook: Palantir and Advanced Micro Devices usher in the next week of reports.
- Global week ahead: Is 'Sell in May' just a myth?
- @MarioNawful
- This might be the most futuristic thing you’ll see today: Artificial skylights that use LED panels + nanotechnology to create hyper-realistic blue skies and sunlight in completely windowless rooms. You can even switch from bright midday sun to warm sunset glow with a remote. We’re now simulating the sky indoors because real windows are apparently too much to ask for in dense cities. This is either peak innovation…or lowkey dystopian. You decide.
- Look at Europe’s rape rates: The highest are all in the West and North. The lowest? All in Eastern Europe. The ugly reality: Mass immigration from high-risk cultures drove the real explosion in the West. Eastern Europe kept cultural homogeneity, strong borders, and traditional norms, delivering genuinely lower rape rates. The data clearly favors the East for women’s safety. (table)
- @MattZirwas
- Dermatology is wrong about the sun. And it's killing people. I'm a dermatologist. 226 publications. I should know. Avoiding the sun increases the risk of dying as much as being a smoker. We can fix it. For decades, dermatology's message has been simple: avoid the sun. Wear sunscreen. Seek shade. UV causes skin cancer. End of discussion. That message is incomplete and outdated. People are dying because of it. Lots of people. The evidence has gotten strong enough that the field needs to update it.
- @TheSCIF
- John Podesta was put in charge of a $375 BILLION dollar slush fund disguised to help the "environment," which was giving millions of dollars to NGOs that were founded only months earlier. These NGOs were allegedly laundering money and funding the far-left's radical agendas and color revolution against conservatives and the United States itself. John Podesta, who was in charge of the money, was exposed with his brother Tony in the Clinton-Podesta emails attending spirit cooking dinners with open satanist Marina Abramović, which involved performing satanic rituals with blood, semen, and fresh breast milk, with dark incantations to the demonic realm. These were the people ruling over you. Your own taxpayer dollars were being used by open Satanist to fund agendas and color revolutions against you. America has a MASSIVE problem. It really is good vs. evil. (video)
- @iluminatibot
- @ShadowofEzra
- Sam Altman admits he wants to build a world where OpenAI transitions into an “infrastructure provider,” a “mega-scale token factory.” In this model, it decides what information people see, how decisions are made, and which businesses are allowed to succeed or fail. Altman says intelligence will become a utility like electricity or water, with people forced to buy it from them on a metered basis. "I think that could be quite powerful." (video)
- @sxdoc
- Congressman Burchett: “human trafficking”. Is sanitized. THEY ARE SELLING THESE KIDS TO BE RAPED! They are demonic and must be stopped! They deserve to be hanged. Bring them on down to the farm! “. We must start taking this seriously! @GenFlynn Maybe the reason we don’t take it as seriously as we should is because many serve in government in some capacity (all bodies, all branches, all agencies, activities, and departments). Our nation, the United States of America, is NUMBER 1 (#1) in the entire world for child sex and slave trafficking. We have exceeded a moral decline and societally we are in the pits of hell. Help yourselves by climbing out and standing up for children. Otherwise, God help us and God help you. (video)
- @Liz_churchill10
- @AmberWoods100
- There’s an Epstein survivor almost no one talks about. Her name was Carolyn Andriano. A mother of five. She testified in the Ghislaine Maxwell trial using her real name—then died in a hotel room just two years later of an alleged drug overdose. Not everyone survived longer than a few years. (pic)
- @annvandersteel
- I’m honored to earn the endorsement of Gun Owners of America and receive an A rating. The Second Amendment is clear it shall not be infringed. -@MarkLynchSC. YUGE !! South Carolina you are in striking distance of firing Lindsey Graham. Don’t take your boot off his throat and get it done over the finish line.
- @Brash_1
- @DeepDivesUSA
- BREAKING! NEW WARNING FROM EDWARD SNOWDEN: His Chilling Prediction Is Unfolding in Real Time — AND THE WEST IS NEXT [Snowden Latest Video]. Edward Snowden’s terrifying warning is now unfolding in real time. China built the blueprint. Western governments are importing it. AI surveillance, social scoring, and digital IDs are already here. Resist before it’s too late. THE SURVEILLANCE STATE: NO LONGER A HYPOTHETICAL. (video)
- @realstewpeters
- Here's Fox News war correspondent Trey Yingst running over to direct the K9 handler who spoke with the “shooter” at the White House Correspondents’ Dinner, just before he ran out of the room his dog hit on twice. (video)
- @ArkansasAngle
- RNC Money is how Thune controls the RINOs. Be like Scott Presler and ask for you money back from WinRed. Don't help these A-holes. Go to http://winred.com. Click the chat icon (circle) in the bottom right corner. Select the option to refund a donation or cancel a subscription. (video)
- @nogps1
- Málaga, Spain. How much worse and widespread does this spraying of our skies need to get? We are witnessing a major increase in geoengineering. Oddly enough, at the same time, more people are calling it out! It seems they want to do as much damage as possible while they can! (video)
- @ValerieAnne1970
- 42 CLOUD SEEDING PROJECTS. 200 MORE COMING. $2.6M FROM THE FEDS." They're not just seeding the sky ~ they're launching weather control from the ground. "That's a ground-based cloud seeder. The flame coming out is sending tiny silver iodide particles up into the sky." They’re launching chemicals into the atmosphere from land and air. No oversight. No consent. They’re not predicting the weather, they’re manufacturing it. (video)
- @ReturnOfKappy
- It's right in front of us..!! A reptilian crocodile in a suit with human hands, dragging a baby with a money bag on its head underground… This isn't "art”… It's a satanic subliminal message, mirroring the elite tunnels… Guess where this statue is..? Rockefeller Park in New York City...
- @JackDangerLIVE
- Hold up… is this a glitch in the matrix? Sarah Huckabee Sanders, Trump’s ride-or-die Press Secretary, Bible-believing, no-compromise conservative Governor of Arkansas, just officially proclaimed April 2026 as Arab American Heritage Month in the state. Yes, really. Full proclamation. Gold seal. The works. The woman who triggers every blue-check in America just went full “diversity month” mode for Arab Americans.
- @SternDrewCrypto
- BILL GATES FUNDS FIRST MAN MADE SYNTHETIC BACTERIA THAT CAN DESTROY MANKIND. After 15 years and 40 million dollars from Bill Gates, scientists have crossed the ultimate line. They created the FIRST SYNTHETIC SPECIES. A bacteria designed entirely on a computer with a synthetic chromosome built by humans, not nature. It is alive. It is self replicating. It grows and makes copies of itself indefinitely. (video)
- @NicHulscher
- THREE U.S. states have introduced legislation designating COVID-19 mRNA injections as BIOLOGICAL WEAPONS OF MASS DESTRUCTION: 1. Tennessee Bill SB1949. 2. Arizona Bill HB 2974. 3. Minnesota Bill HF 3219. (video)
- @Mariobojic
- Heartbreaking scenes from Odessa as more than 20 Ukrainians kidnapped by Zelensky are loaded onto a bus and sent straight to their deaths. Desperate wives fight to stop the vehicle carrying their husbands to the front lines. Why is the EU supporting this? (video)
Night Trading
- Asian indices are unch. to +1.0% on average.
- Asia Ex-Japan Investment Grade CDS Index 76.25 -1.25 basis points.
- China Sovereign CDS 43.25 unch.
- China Iron Ore Spot 108.1 USD/Metric Tonne +.4%.
- Crude Oil 101.70/bbl. -.3%
- Gold 4,628.0 USD/t oz. -.4%
- Swiss Franc/Offshore Chinese Renminbi Cross 8.73 +.24%.
- Bloomberg Emerging Markets Currency Index 35.51 -.03%.
- Bloomberg Global Risk-On/Risk Off Index 117.1 +.2%.
- US 10-Year Yield 4.37% unch.
- Japan 30-Year Yield 3.75% +1.0 basis point.
- Volatility Index(VIX) futures 20.6 -.9%.
- Euro Stoxx 50 futures +.21%.
- S&P 500 futures +.11%.
- NASDAQ 100 futures +.29%.
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