Israel Pauses Iran Strikes At Trump's Request To 'Stop Shooting' - But Warns 'Full Intensity' Lebanon Ops To Persist

Oil Rebounds After Iranian Denial: Will 'Under No Circumstances' Give Up Nuclear Program To End War Summary Trump calls for Iran's total military surrender in Monday morning Truth Social post. Oil rebounds on Tasnim reporting Iranian denial: Tehran "under no circumstances" will negotiate nuclear issue as part of an end to the war. A flurry of (the somewhat typically-timed) Monday opener headlines have pushed oil prices lower, erasing weekend gains, including Al Arabia reporting that Iran is ready to accept a long-term nuclear freeze, instead of full dismantling. Iran has submitted its latest proposal...

Leaked Meta Memo Shows AI Capacity Doubling To 14 Gigawatts Meta shares fell 4.3% at Thursday's open after Reuters reported the contents of an internal memo laying out the next phase of the company's AI infrastructure program. The stock has clawed back part of the loss through the morning but stayed solidly red while the tape digested the same question it has been chewing on for nine days: is Meta the hyperscaler that just started exercising capex discipline, or the one that just committed to doubling? Three things to note from today's...