The Morning Market Briefing

Tom and Hannah discuss early signs of the Iran war, high oil prices, and interest rates weighing on growth with the AIA Architectural Billings Survey and Philly Fed Index softening, US-Iran peace talks progressing but stalling over the Strait of Hormuz tolls and nuclear enrichment, Kevin Warsh's swearing-in as Fed Chair at the White House, and new studies showing GLP-1 weight loss drugs may slow cancer tumor progression and lower mortality risk.

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Andrew and Tom discuss the US quantum computing grants going to IBM, Rigetti, and GlobalFoundries, and Nvidia's earnings call highlights including the Vera CPU opening a new $200 billion TAM with $20 billion in visible revenue this year, plus NVDA gaining inference market share against Amazon's Trainium and Google's TPUs thanks to frontier model partners like Perplexity, Cursor, Anthropic, TML, and Reflection.

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Ben and Tom discuss Trump's strong primary night with Burt Jones winning in Georgia and Gallrein beating Massie in Kentucky, Trump extending his Iran timeline beyond the prior 2-3 day window, and Target's better-than-expected Q1 results

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Andrew, Ben, and Tom discuss Google and Blackstone teaming up on a massive $25 billion AI cloud infrastructure play to challenge CoreWeave, alongside the high-profile rollout of 600 new generic drugs on the expanded TrumpRx platform with Mark Cuban and Amazon.

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Andrew, Ben, and Tom discuss NEE considering purchasing Dominion.

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Andrew, Ben, and Tom Iran outlook and Trumps return from China.

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Andrew, Ben, and Tom discuss Cisco's earnings and Trump's meeting with Xi. 

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Andrew, Ben, and Tom discuss Trump's trip to China and PPI.

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Andrew and Ben discuss this morning's CPI data, the state of the housing market, and NFIB small business. 

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Andrew, Ben, and Tom discuss Trump's rejection of Iran's demands ahead of his visit to China. 

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