$6 Diesel Flashes 2008 Warning As Energy Shock, AI Slowdown Fears Fuel Perfect Storm

Oil Up, Stocks Down As War Rhetoric Rises, Deadlines Loom After a long weekend of kinetic and verbal escalation (and a strong payrolls print), and with President Trump reminded Iran that his deadline for a deal looms, it is no surprise that oil prices are higher in early trading... WTI topped $115... Near post-war highs... And despite the recent hope-filled decoupling of oil and stocks... ...S&P futures also weak, down around 0.7% in the early trading... Treasury futures and gold are lower with USD/JPY near 159.70. While the Iran conflict has established an ongoing state of caution...

U.S. Alerts Goldman Sachs Paris After Iranian Group Threatens Terror Bombing Five days after French authorities foiled a terror plot targeting Bank of America's Paris headquarters, the threat environment facing U.S. financial institutions in the French capital appears to be worsening. New reporting from Le Parisien says Goldman Sachs' Paris headquarters was placed under police surveillance on Wednesday night following threats allegedly linked to Iranian terror networks.  Le Parisien outlines the rationale behind the heightened security posture: It's 1:30 a.m. when the phone rings, shattering the night's calm. A security guard on duty...

Heavily Shorted Rumble Soars After Landing "Largest Customer Commitment To Date" In $270M AI Cloud Deal Shares of the free-speech video platform and cloud-services company Rumble soared in premarket trading after it announced in an 8-K filing that it had signed a multi-year, $270 million deal with a third-party cloud customer for dedicated GPU cloud capacity powered by Nvidia Blackwell B300 systems. The deal, announced Thursday morning, is Rumble's largest customer commitment to date and signals the video platform's push deeper into AI infrastructure and cloud computing services. "Rumble entered into a...