'Door Is Not Closed': Mediators Still Press For Iran Deal After US Demanded 20-Year Halt To Nuclear Program

Nvidia Unchanged Despite Big Earnings Beat And Solid Guidance As we discussed extensively in our preview, besides the Q1 revenue and guidance ($82BN+ and $90BN whisper respectively), Wall Street was expecting to get more color on the following topics during today's call and Q&A: Potential for increased shareholder cash returns, Vera Rubin ramp timing (2H 26E), Gross margin durability (~75% amidst continued memory/other cost inflation), Update to the $1 Trillion 25-27 forecast, esp. contribution from LPU racks, CPU and Vera Rubin Ultra, not included before Potential upside from agentic AI to the server CPU...

Think "Weekends" Rather Than "Weeks" By Elwin de Groot, head of macro strategy  As another volatile week comes to an end, investors and market participants appear to be clinging to the hope that the two‑week ceasefire between the United States and Iran, which began on Wednesday, will not unravel entirely – at least until a direct, face‑to‑face exchange and clarification of key demands can take place during the planned talks in Islamabad this weekend. Near‑dated Brent crude edged up by $2 to $97, equity markets posted modest declines in Europe, whilst...

Berkshire Trolls The AI Bubble By Buying Macy's Submitted by QTR's Fringe Finance For the better part of the last year, Wall Street has behaved like a teenager who just discovered Red Bull and leverage at the same time. Anything remotely tied to artificial intelligence has soared into the financial stratosphere. Startups with no revenue, no profits, and occasionally no actual product are raising millions or billions because their founders can say the words “large language model”. Public company CEOs now jam “AI” into earnings calls with the same shamelessness that “trendy” gastropubs have...