Iran launched retaliatory missiles at Israel overnight — two killed in Ramat Gan, Gulf states intercepting for the first time. Day 19. The Fed announces at 2 PM with the largest projection gap in SEP history. Micron reports after close with HBM sold out through 2027. Oil pulled back to ~$101 despite

Jensen said $1 trillion. The FOMC convenes in hours with the worst data set of the cycle. BTC broke its 50-day MA for the first time in two months. Meta is reportedly planning 20% of its workforce reduction and Wall Street is cheering. Three stories converging today — and every one of them is about

Jensen takes the stage at GTC this afternoon. FOMC convenes tomorrow. Iran is floating yuan-for-oil passage through Hormuz — and overnight hit Dubai's airport with drones, shutting down the world's busiest international hub. Oil at $104. Three regime-defining events in 72 hours — and the market ente

Oil at $103 after the US bombed Kharg Island. Iran floating yuan-for-oil passage through Hormuz — the most significant dollar-system development of the war. GTC keynote tomorrow. FOMC Tuesday. The most consequential week of the quarter starts in 24 hours.

The US bombed Kharg Island overnight — Iran's oil crown jewel. Military targets destroyed, oil infrastructure spared for now. Trump warned oil facilities are next if Hormuz stays closed. Brent already jumping on crypto futures. Gold still falling into the dollar. GTC Monday. FOMC next week. This is

News TLDR: Oil closed above $100 for the first time since August 2022 — the IEA's largest-ever reserve release couldn't push it below $97. Five major private credit funds gated as AI/SaaS loan deterioration hit the credit market. Adobe beat but the CEO is leaving. BTC held $70K while the S&P fell 1.