Good night to everyone:
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Vivek Ramaswamy has won the Republican primary for Ohio governor. 46% chance he wins the general election, per Polymarket:
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64% chance Trump visits China on May 13, per Polymarket
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Iran's President Pezeshkian: America's demand from Iran is impossible and unattainable
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Marco Rubio: “The operation is over: Epic Fury. We are done with that stage of it. We’re now on to this project of freedom”
00:00:38
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Rubio: But our preference is for these straits to be opened to the way they're supposed to be open— back to the way it was—no mines in the water. Nobody paying tolls. That’s the goal.
00:00:41
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BREAKING: Unusual Whales is having its first ever Flash Sale. Tune into WhaleWatch tomorrow at 9am ET for live trading, flow reads, and the biggest discount we’ve ever offered. The code drops during the show. Tune in to get it. Sale expires at 7:59PM ET. https://t.co/8L5I00jFFs
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Ryan Cohen of GameStop, $GME, says he can raise eBay's, $EBAY, value by cutting costs.
00:01:38
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OpenAI is reportedly considering spinning off its robotics and consumer hardware divisions into separate companies, per WSJ
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“For the average price of a car in the US, you could buy 5 new Chinese EVs," per Reuters
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Trump: "I work out so much. Like, about one minute a day, max. If I'm lucky."
00:00:17
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BREAKING: Marjorie Taylor Greene said the eight-week government shutdown was orchestrated by Donald Trump to prevent the release of Epstein files.
00:01:33
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JUST IN: Senate Republicans proposed $1 billion for security measures around President Trump’s ballroom project in an immigration bill, per NYT
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BREAKING: Unusual Whales is having its first ever Flash Sale. Tune into WhaleWatch tomorrow at 9am ET for live trading, flow reads, and the biggest discount we’ve ever offered. The code drops during the show. Tune in to get it. Sale expires at 7:59PM ET. https://t.co/8L5I00j7PU
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Real-time, onchain settlement within a regulated broker-dealer is now possible. Securitize received FINRA approval to expand broker-dealer activities, becoming the first to custody tokenized securities.
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$AMC earnings: - EPS: -$0.22, est: -$0.35 - Revenue: $1.0 billion, est: $968 million $OXY earnings: - EPS: $1.06, est: $.059 - Revenue: $5.1 billion, est: $5.6 billion
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BREAKING: Advanced Micro Devices, $AMD, earnings: - EPS: $1.37, est: $1.29 - Revenue: $10.2 billion, est: $9.9 billion
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BREAKING: SuperMicroComputer, $SMCI, earnings: - EPS: $0.84, est: $0.62 - Revenue: $10.2 billion, est: $12.4 billion $JOBY earnings: - EPS: -$0.12, est: -$0.21 - Revenue: $24 million, est: $20 million $LCID: - EPS: -$2.82, est: -$2.3 - Revenue: $282 million, est: $358 million
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BREAKING: Microstrategy, $MSTR, earnings: - EPS: -$38.2, est: -$18 - Revenue: $124 million, est: $125 million Tempus AI, $TEM, earnings: - EPS: -$0.13, est: -$0.2 - Revenue: $348 million, est: $345 million
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At close: 🥗🥗🥗
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BREAKING: Ryan Cohen of GameStop, $GME, on Fox Business with Charles Payne
00:11:56
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BREAKING: Nvidia, $NVDA, and PulteGroup are partnering with Span to install in-home mini data centers. Each packs 16 Blackwell GPUs, 4 AMD EPYC CPUs, and 3TB RAM, powered by unused household electricity for AI inference.
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BREAKING: eBay, $EBAY, board will meet this week to review the GameStop, $GME, offer, per Semafor
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$INTC up 13% today and nearly 30% in the last week Lots of recent flows shared LIVE in the Unusual Whales Discord server: https://t.co/5iL2muQzjV $INTC 110c 9/18 @ 7.05 -> 22.00+ $INTC 86c 5/8 @ 3.32 -> 24.50+ $INTC 110c 8/21 @ 5.68 -> 20.00+ $INTC 150c 6/18 @ 1.09 -> 3.50+ Start following the flow with the community: https://t.co/HpxXmdegig
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BREAKING: The SEC has announced a proposed rule change that would let public companies report earnings only two times a year, opposed to the four times they do now.
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Breaking: 5 months ago we launched a portfolio on Autopilot to track the exact stocks the White House is buying So far, its up 42% With Intel $INTC up 110%+ since Trump bought Turns out why pick stocks when you can just Autopilot the sitting president
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Trump to a child: "You look strong. Do you think you can take me in a fight?"
00:01:1
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Trump: “We don’t want to go in and kill people, really don’t. I don’t want to, I don’t want to, it’s too tough.”
00:00:19
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U.S. imports rose faster than exports in March, pushing up the U.S. trade deficit, per WSJ
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Salesforce CEO Marc Benioff: “I’m not hiring any more engineers in fiscal year 2026.”
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Trump: I don't want to go into Iran and kill people... I Hope Iran's financial system fails.
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Trump: The increase in fuel price is a small price to pay
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81% of young Americans say economic conditions are bad or terrible, per the Hill
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Italian Prime Minister Giorgia Meloni said she would not support any decision by President Donald Trump to withdraw US troops from Italy.
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Amsterdam bans public adverts for meat and fossil fuels, per BBC
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Chevron CEO says physical shortages in oil supply to begin appearing
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Iran: evens in Hormuz make it clear that there's no military solution to a political crisis.
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Coinbase, $COIN, to cut workforce by 14%.
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Pentagon's Hegseth: Iran does not control the Strait.
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A mild morning.
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