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  1. Dollar on Track for Weekly Loss on US-Iran Ceasefire Reports

    Dollar on Track for Weekly Loss on US-Iran Ceasefire Reports

    The dollar weakens on reports of a US-Iran ceasefire deal, with oil prices falling and safe-haven demand waning.

    3w ago 1 min read
  2. US Inflation Hits 3.8% in April, Wiping Out Rate Cut Hopes

    US Inflation Hits 3.8% in April, Wiping Out Rate Cut Hopes

    Consumer prices rose 3.8% year-over-year in April, the highest since May 2023. Core CPI also increased, dashing Fed rate cut expectations and raising the odds of a hike.

    3w ago 1 min read
  3. Dell Stock Soars to Record High on AI Earnings Blowout

    Dell Stock Soars to Record High on AI Earnings Blowout

    Dell shares surged 16.8% to an all-time high after crushing earnings estimates, driven by a massive AI backlog. The company reported adjusted EPS of $4.86 versus $2.93 expected.

    3w ago 3 min read
  4. UBS Warns: Don't Bet on Imminent Fed Rate Cuts Before Late 2026

    UBS Warns: Don't Bet on Imminent Fed Rate Cuts Before Late 2026

    UBS Global Wealth Management predicts no Fed rate cuts until December 2026, arguing markets have overpriced hawkishness and are too optimistic.

    3w ago 2 min read
  5. Apollo, Blackstone Back $36B Anthropic Debt Deal for AI Chips

    Apollo, Blackstone Back $36B Anthropic Debt Deal for AI Chips

    Apollo and Blackstone lead $36 billion debt financing for Anthropic to buy Google's custom chips, with Broadcom backing payments.

    3w ago 1 min read
  6. Treasuries Stabilize as Core Inflation Cools, Easing Rate Fears

    Treasuries Stabilize as Core Inflation Cools, Easing Rate Fears

    US bond prices recover after an oil-driven selloff. Core CPI holds at 2.8%, calming markets and pausing the most hawkish rate scenarios.

    3w ago 2 min read
  7. Dell Lifts Forecasts on Surge in AI Server Demand

    Dell Lifts Forecasts on Surge in AI Server Demand

    Dell raises annual revenue and profit outlook sharply, driven by massive data center buildout for AI.

    3w ago 1 min read
  8. Rising Inflation Breaks the Bond-Stock Hedge, Pushing Capital Toward Bitcoin

    Rising Inflation Breaks the Bond-Stock Hedge, Pushing Capital Toward Bitcoin

    US Treasuries lose their safe-haven status as inflation and yields surge simultaneously, driving institutional investors to consider Bitcoin and tokenized bonds.

    3w ago 2 min read