Putin Reportedly Offers To Cut Iran Intel-Sharing If US Does Same In Ukraine

US Futures Resume Rally As Iran Optimism Returns The optimism that helped list the S&P on 11 of the prior 12 days, and the Nasdaq on 13 consecutive days until Monday's modest pullback, is back - because one can apparently draw the same exact event for 3 weeks now - and sending US equity futures higher again on signs that Iran will attend talks with the US, while the US president said it’s “highly unlikely” that he’d extend the truce. As of 8:00am, S&P 500 futures rose 0.4%, rebounding from Monday’s...

AI Disruption Returns: Cybersecurity Stocks Tumble On Report Of New Anthropic "Step Change" AI Model Cybersecurity stocks are slumping in premarket trading on Friday as the AI disruption trade returns after a Fortune report said Anthropic is testing a new AI model that “poses significant cybersecurity risks.” According to the report, Anthropic is "developing and has begun testing with early access customers a new AI model more capable than any it has released previously," the company said, following a data leak that revealed the model’s existence.  An Anthropic spokesperson said the new model...

WTI Dips As US Crude Production Hits Record High, SPR Draw Slows, Cushing Remains At 'Tank Bottoms' Oil prices are marginally higher overnight after President Trump reinstated the blockade on Iranian ports in the Strait of Hormuz and shipping slowed to a crawl amid the renewed warfare in the critical waterway. US Central Command said it completed a morning round of strikes on Iran that further degraded its ability to attack commercial shipping in Hormuz. It comes a day after attacks on ships that had been participating in so-called shuttle runs that...