Iran Says U.S. Peace Talks Hit "Consensus" On Many Issues, But No Final Deal Yet

Futures Jump After Nvidia's Unprecedented 2028 Guidance Stuns Markets Futures are higher led by Tech as NVDA earnings boost the tape. As of 8:00am ET, S&P futures are 0.5% higher while Nasdaq futures jump 1.1% led by NVDA which is +7.4% in pre-market trading following an unprecedented forecast of 70% revenue growth in 2028, which is boosting Semis (+3%), incl MRVL +5.2% into their print tonight. NVDA helped the market climb a significant wall of worry and is not poised to resume it march higher. Memory is +3.6%, Software is...

Escobar On Xi's "Constructive Strategic Stability" Authored by Pepe Escobar, If all of us are magnanimous enough, we might infer that Xi and Trump agreed on a three-year stability framework. The headline on the front page of China Daily this past Thursday was a thunder and lightning “Red-carpet welcome for Trump in Beijing”. Well, complete with electric jumpin’ children waving flowers and a visit to the Temple of Heaven, built in 1420, symbolizing the connection between heaven and humanity. Youth meet tradition. The generation that will lead fully modernized China meets deep History. A...

The US military’s first kamikaze drone unit is ready for potential strikes on Iran, Bloomberg reported on Thursday, citing a US Central Command official. “We established the squadron last year to rapidly equip our warfighters with new combat drone capabilities that continue to evolve,” Capt. Tim Hawkins told the outlet. CENTCOM first announced in December […]