每日快讯 2026-05-18

China "is one of the most incredible economies in the world," Nvidia CEO Jensen Huang has said.

Solana is now the #2 chain by Perp DEX volume after being ranked #7 at the start of 2026. A huge part of this growth comes from @gmtrade_xyz, which accounted for 88.37% ($4.679B) of @solana's total volume yesterday. What's interesting is that most of GMTrade's volume isn't from [conventional users]

Kioxia's shares were untraded in a glut of buy orders Monday morning after the supplier of storage for AI data centers reported soaring profit and gave an outlook that trounced expectations

BREAKING: Bitcoin falls below $77,000 as over $500 million worth of levered long positions are liquidated in 60 minutes.

Oil rises as Iran-U.S. deadlocked peace talks fan fears of extended supply disruption

Trump: It's always been the biggest thing for [President Xi], Taiwan. Now, with me, I don't think they'll do anything when I'm here. When I'm not here, I think they might

BREAKING: The White House announced the creation of U.S.-China Boards of Trade and Investment aimed at improving bilateral economic ties, with one forum focused on non-sensitive trade and the other on investment issues.

China's April economic data underwhelms, with retail sales growth slowing to lowest since 2022

BREAKING: The White House announces multiple US-China trade deals and developments following President Trump's meeting with China's President Xi. Details include: 1. China will address US concerns regarding supply chain shortages related to rare earths and other critical

SEN. LUMMIS: "LET'S GET THE CLARITY ACT TO THE PRESIDENT'S DESK."

Japan's five-year government bond auction Monday saw lower demand than the 12-month average as elevated oil prices fueled inflation concerns

Trump believes time is on his side (repost). What could change this? Markets! The 10-year yield (black) is the highest of his 2nd term. Brent futures for Dec 2026 (blue) and Jun 2027 (orange) are at new highs. Pricing in $90+ the rest of the year, and $80+ for another year.

The World Health Organization has declared an Ebola outbreak in Congo and Uganda a public health emergency of international concern. Here's what to know about one of the world's deadliest diseases

basin launched 4 days ago with $1b daily instant redemption liquidity for tokenized treasuries backed by blackrock BUIDL and janus henderson. the first-order play is obvious. the second-order play is what changes everything. tokenized t-bills couldn't be used as lending

NEW: Indonesian rupiah crashes to a new all-time low.

Nevada's largest utility says it will need three times the electricity required to power Las Vegas just to handle proposed data centers — and it probably can't do that without fossil fuels.

BofA Securities just trimmed its price target on Doximity again, joining more than 10 firms that cut targets after the company's fiscal 2027 guidance shocked Wall Street.

Samsung strike involving 47,000 workers looms as South Korea's president urges labor deal

EU plans to force companies to buy parts from non-Chinese suppliers

Defence groups clamour to delay US ban on Chinese rare earth magnets

Oil prices extended gains as efforts to end the US-Israeli war on Iran appeared to have stalled, after a nuclear power plant in the United Arab Emirates came under attack and as US President Trump is expected to discuss military options on Iran.

The US-Israeli war with Iran has already cost companies around the world at least $25 billion — and the bill is climbing, according to a Reuters analysis.

China has committed to purchasing at least $17 billion of US agricultural products from 2026 to 2028, the White House said in a fact sheet.

Japan Finance Minister Katayama: I was instructed by PM Takaichi to minimise various risks when asked about JGB yield rises

Indian rupee hits record low as global bond yield surge compounds oil pain

Anglo American to Sell Steelmaking Coal Assets to Dhilmar for Up to $3.875 Billion

JUST IN: Philippine Senate moves to convene an impeachment court for Vice President Sara Duterte.

More than 350 U.S. service members have been injured since military action against Iran began in February. The majority of those are traumatic brain injuries. TBIs have become the defining injury of post 9/11 conflicts, and the symptoms can often linger for years, or even a

【塔称袭击导致其核起火】对巴拉卡核电站的袭击未造成人员伤亡，塔称火灾水平仍处于安全范围。

Switzerland's economy grew faster than anticipated in the first quarter, weathering a spike in energy prices

India's oil refiners are expected to weather disruption in supply after the US allowed its waiver on Russian crude purchases to expire

Spanish Prime Minister Pedro Sánchez oversees his party's worst ever result in Andalusia's regional election

ethena deployed $565m USDe on solana in 5 days. kamino's isolated market hit $420m daily volume. 36% APY on a 12.5x leverage loop with 92% LTV and a hardcoded 1:1 USDT oracle with a 1% circuit breaker. $700m USDG from a single issuer (paxos) underpins both kamino and jupiter lend

Oil Prices Hit $110. Trump Says the 'Clock Is Ticking' for Iran.

IEA Chief Birol: Commercial oil inventories are depleting rapidly, weeks left

The new Iranian proposal includes a commitment—of unclear value—not to produce nuclear weapons. No mention of uranium. No mention of Hormuz - N12 Analyst Segal on X.

Evergrande liquidators seek $8.4 billion from PwC, accusing it of negligent audits

IMF staff see UK GDP growth in 2026 at +1.0% vs April estimate of +0.8%

【伊朗战争以来，美国消费者的燃料额外支出已超400亿美元】研究显示：美国消费者在汽油和柴油上的额外支出，已超过维修全国桥梁或重建空中交通管制系统的费用。

U.K. Gilt Yields Climb to Multiyear Highs on Inflation, Political Concerns

【Anthropic将向全球监管机构通报AI模型所洞察的安全漏洞】这家美国科技集团将与金融稳定委员会的成员讨论最新AI模型的能力。

Nvidia reports earnings this week. Morgan Stanley is getting more bullish on the chipmaker

【法院裁决令三星工人罢工行动前景生变】法院的裁决要求工会的罢工行动不得扰乱这家全球最大的存储芯片制造商的生产，三星股价随之上涨。

Regeneron drops after skin cancer treatment misses late-stage trial goal

Both the Israeli government and the IDF are hinting, through statements and actions, that they are preparing for the renewal of American strikes in Iran. Tehran has just submitted its latest diplomatic proposal: a commitment of highly questionable value to refrain from producing

Germany's Chancellor Merz: Iran has to engage again in negotiations with the US

Indian government official: India has been buying russian oil irrespective of the US waiver

EU plans tougher trade measures to rebuff Chinese export surge

JAPAN'S SBI SECURITIES AND RAKUTEN SECURITIES TO OFFER CRYPTO INVESTMENT TRUSTS PENDING REGULATORY APPROVAL

Europe's imports of liquefied natural gas are heading for a second month of declines, as the Iran war disrupts flows

AI now accounts for nearly half of all IG issuance, 87% of VC funding and a growing share of HY, underscoring how deeply the AI investment cycle has penetrated every corner of finance: Apollo's Torsten Slok

NextEra Energy Inc. agreed to pay about $67 billion in stock for Dominion Energy Inc. in the biggest power acquisition ever, creating a giant utility extending from Florida to the data centers clustered in Virginia.

Commerzbank urges its investors to spurn UniCredit's €37 billion takeover bid

Ominous bond trades point to much higher rates

Meta layoffs starting this week stress harsh AI reality inside Zuckerberg's company

A new ethics filing shows President Trump's brokerage account loaded up on Broadcom, the EDA duopoly, Dell, and Intel during Q1. Some of those buys came right before he publicly praised the companies.

Leaks to Al Arabiya about the modified paper: Iran wants a long, multi-stage truce. Iran demands a gradual and safe opening of the Strait of Hormuz Iran agrees to long-term nuclear freeze instead of full dismantling Unconditional transfer of enriched uranium to Russia instead of

BREAKING: Iran has launched "Hormuz Safe," a Bitcoin-backed insurance service for shipping companies that want to transit the Strait of Hormuz. Details include: 1. The Iranian government says it could generate more than $10 billion in revenue from the program 2. The service

A homeland terror threat is thwarted from Iran. Mohammad Al-Saadi is alleged to have planned attacks in the U.S.

BREAKING: STRATEGY $MSTR BUYS 24,869 $BTC FOR ~$2.01B, NOW HOLDS 843,738 $BTC WORTH ~$65.22B

$4b migrated from layerzero to chainlink CCIP in 20 days after the $292m kelpdao exploit. fastest infrastructure migration in defi history. but CCIP is EVM-centric and solana defi just crossed $565m in USDe deployment alone. wormhole captures the solana to EVM bridging market by

Bank of England's Greene says central banks can't assume Iran war impact will be temporary

Pope Leo XIV's launch of his first encyclical focusing on artificial intelligence next week will feature an unexpected guest: Christopher Olah, co-founder of Anthropic.

Elon Musk's xAI asked employees earlier this year to offer up their own tax returns as training data for the company's Grok chatbot, promising a $420 payment as incentive for doing so.

The US Supreme Court turned away appeals from six pharmaceutical companies seeking to topple the Medicare drug price negotiation program that's led to billions of dollars in discounts on top-selling treatments.

The US Supreme Court let stand a $194 million award against Eli Lilly & Co. in a whistleblower suit accusing the company of engaging in Medicaid fraud by misreporting its drug prices.

So, in the two hours before the NYSE was set to open lower, crude oil was moving higher... [US HAS ACCEPTED THE LIFTING OF IRAN'S OIL SANCTIONS IN ITS NEW TEXT: A SOURCE CLOSE TO THE NEGOTIATION TEAM TOLD TASNIM THAT UNLIKE ITS PREVIOUS TEXTS, THE US HAS ACCEPTED IN THE NEW TEXT TO WAVE IRAN'S OIL SANCTIONS DURING THE NEGOTIATION PERIOD.]

Belarus announced that its armed forces would conduct snap nuclear exercises alongside Russian allies, following warnings from Kyiv that it could retaliate if Minsk becomes more deeply involved in the Kremlin's war.

Exclusive: Pakistan deploys jet squadron, thousands of troops to Saudi Arabia during Iran war

BREAKING: US CPI inflation is on track to exceed +5.0% as early as this year. Over the last 6 months, CPI inflation has averaged +0.4% on a MoM basis, with March and April readings as high as +0.9% and +0.6%, respectively. If this trend continues, this puts YoY inflation on

The EU will cut growth outlook, raise inflation forecast as Iran war drives 'stagflationary shock'

Hedge funds are all-in on semiconductor stocks: Semiconductor and semiconductor equipment stocks now account for 19% of total global hedge fund market exposure, the highest on record. This percentage has more than DOUBLED since the start of 2026.

U.S. Sailors stand watch in the combat information center aboard USS Delbert D. Black (DDG 119) as the ship transits the Arabian Sea supporting the U.S. maritime blockade against Iran. As of May 18, CENTCOM forces have redirected 84 commercial vessels and disabled 4.

BREAKING: Iran has sent an updated proposal for a deal to end the war, but the White House believes it is 'insufficient for a deal,' per Axios. President Trump is now expected to convene his top national security team in the Situation Room on Tuesday to discuss military options.

Senior Iranian Source: The US has shown flexibility in ongoing discussions, including over limits to Iran's nuclear work. Washington has so far only agreed to unfreeze 25% of Iran's funds on a phased timetable. Tehran has demanded that the US release all funds.

GOLDMAN SACHS EXITS 100% OF $XRP AND $SOL ETF POSITIONS IN Q1 2026

WATCH: White House crypto advisor @patrickjwitt says banks pushed to reopen GENIUS Act negotiations to ban stablecoin rewards and yield entirely.

House lawmakers made public a massive transportation bill Sunday that would impose new fees on electric vehicles as gasoline prices surge following the Iran war.

Fermi said it fired its former chief executive officer after his actions threatened the company's efforts to build what it describes as the world's largest private power complex for data centers.

Seagate shares slumped as much as 8.3% after management comments at a JPMorgan conference sparked investor fears that the company won't be able to keep up with soaring demand for memory chips.

WSJ's @timkhiggins breaks down what to expect after jury deliberations in the @elonmusk & @sama trial

The US Department of Health and Human Services has rescinded the committee charter for a key vaccine advisory panel after previously changing the rules to allow Secretary Robert F. Kennedy Jr. to remake the group.

WHO members reject proposal to invite Taiwan to participate in annual assembly

The Trump administration on Monday announced the creation a $1.7 billion fund to compensate allies of the Republican president who believe they were mistreated by the Biden administration.

White House Official: Trump is going to hold the swearing-in ceremony for Fed's Warsh on Friday.

Anthropic is acquiring @stainlessapi, an SDK and MCP server platform that has powered every Anthropic SDK since the earliest days of our API.

Keybanc today raised its price target on Nvidia $NVDA up to $300 from $275 while maintaining its Overweight rating. The firm expects Nvidia to deliver strong results and guidance, driven by several upside catalysts: Blackwell GPU shipments rising by 150K-200K

LAST WEEK: SPOT $XRP ETFS SEE $60M IN WEEKLY INFLOWS, HIGHEST WEEKLY TOTAL OF 2026, WITH CUMULATIVE FLOWS REACHING RECORD $1.39B

Average and median age for these clients is 64. 110-64=56% equity under traditional asset allocation with 44% into fixed income inclusive of cash (currently sub 28%). With bond yields and financial assets vs income offering the best oppty in over 30 years.

Self-driving taxi company Waymo is now doing over 1.3 million rides per month in California, a 16x increase over the past two years.

mad lad got away with it absconded with a trillion dollar "nonprofit"

President Donald Trump, his two eldest sons, and the Trump Organization dropped their $10 billion lawsuit against the Internal Revenue Service on Monday in exchange for the Department of Justice creating a $1.776 billion fund to settle claims by people who allege they are victims

Trump: I am not open to concessions for Iran - NYP

JUST IN: Michael Saylor's Strategy now owns more than 4% of the total supply of Bitcoin.

"Look, he knows rockets, he knows electric cars," the OpenAI president said. "He did not – and I believe does not – know AI."

CreditSights says holders of Brightline's $2.2 billion in senior bonds could recover as little as 44 cents on the dollar in a restructuring, while junior debt holders risk being wiped out

The EU will tie some payouts from the €90 billion ($105 billion) aid package for Ukraine to an unpopular tax change already demanded by the IMF, people familiar with the matter said

Brent crude futures settle at $112.10/bbl, up $2.84, 2.6%.

BREAKING: President Trump says he has called off a US "Military attack" on Iran which was scheduled for tomorrow after leaders of Qatar, Saudi Arabia, and the UAE called him and asked him to "hold off." Trump has instructed the US Military to "be prepared to go forward with a"

Meta is building one of the largest AI data centers in Louisiana, in one of the poorest counties in the US. The project could reach 7.5 gigawatts and be powered by 10 new natural gas plants, and in a region searching for economic revival, development of the data center has become

Conducted as the U.S. reduces forces on the continent, this war game should be flashing red warning lights across Europe.

THE SECURITIES AND EXCHANGE COMMISSION IS EXPECTED TO RELEASE ITS SO-CALLED INNOVATION EXEMPTION FOR TOKENIZED STOCKS AS SOON AS THIS WEEK - BLOOMBERG LAW

Imagine if they put SpaceX in the NASDAQ 100 less than a month after going public 😅 [QT @wliang: $SPCX (SpaceX) is filing their S-1 publicly this week, and trades on Nasdaq June 12th. What's interesting is Nasdaq-100's new fast-entry rule (effective May 1) makes $SPCX eligible for index inclusion after just 15 trading sessions. Meaning every Nasdaq-100 tracking fund will have to buy it.]

About 8 in 10 Americans who re-enrolled in Affordable Care Act marketplace coverage say their health care costs are higher this year, including about half who say their costs are "a lot" higher, according to a survey from the health care research nonprofit KFF.

Gold Consolidates; May be Weighed by Fed Rate-Hike Expectations

Activist Elliott Investment Management has built a sizable stake in Bio-Rad Laboratories

Even as Democratic officials fight the effort in court, the Trump administration has run millions of voter registrations through government databases to determine their eligibility in a process that critics worry could end up purging valid voters from the rolls.

Santos and Repsol have begun commercial production of oil from their Pikka discovery in Alaska, a milestone set to help drive a resurgence of crude flows in the state

Trading volumes through China's Swap Connect are poised to accelerate as a growing appetite for yuan debt drives a surge in hedging demand, according to strategists

ChatGPT Images 2.0 💚 India. Already more than 1 billion images created there; awesome to see.

Evergrande's liquidators head to court on Monday for the opening hearing of their lawsuit against PwC, in a case that will test the scope of claims against auditors of insolvent companies

South Korea's stock benchmark Kospi index is on track to enter correction territory as rising bond yields threaten the world's hottest stock rally driven by artificial intelligence

Citigroup pulled its buy rating on Workday and refused to attach a new target. That second part may matter more than the downgrade itself.

Jane Street moved into a new Singapore office this month, doubling its seating capacity to 250 people as it continues to ramp up operations across Asia, said a person with knowledge of the matter

The Australian government has ordered six shareholders to sell their stakes in rare earths firm Northern Minerals, the second such intervention in two years as Canberra seeks to protect the company from China-linked investors

JUST IN: Cuba's foreign minister accuses the U.S. of building a "fraudulent case" to justify eventual military aggression.

Supertanker with Iraqi oil heads for Vietnam after hold-up in US blockade

JUST IN: Ethereum projected to plunge below $2,000 by the end of the month. 56% chance.

Big $BTC ETF inflows and outflows don't always reflect market sentiment. Institutions are increasingly using products like $IBIT for carry trades and yield strategies.

Asian Currencies Weaken Amid Rising Oil Prices

The world is making a run on U.S. energy, setting American motorists and foreign buyers on a collision course

This applies to many other fields too, computing and data science in particular... [QT @haider1: Terence Tao says AI is forcing mathematics to rethink graduate education Many problems used to train young mathematicians now overlap with what AI can plausibly solve, which creates a cultural challenge "it's hard to define the shift clearly, but we need to address it soon"]

SpaceX IPO closing market cap is 98% likely to be above $1 trillion, per Polymarket

Hantavirus-hit cruise ship due to arrive at Rotterdam port as final destination

Exclusive: Japan's extra budget to include funding from fresh debt, source says

JP10Y的RSI已经96了。 [QT: G7的国债，就是今天的次贷。国债危机假如真的不可避免，烈度会和1929大萧条对标，绝对不仅仅是2008年的那个小场面。]

China new home prices fall at slowest monthly pace in a year in April

Mizuho shares slide 7% after denying decision on reported Rakuten Bank investment shift

South Korea market volatility nears record high after $13 billion foreign investor selloff

Samsung and its South Korean labor union are set to join a new round of government-mediated pay talks on May 18, in a bid to avert a strike at the tech giant, which accounts for nearly a quarter of the country's exports.

China's CXMT expects revenue to surge as memory chip demand soars

NVIDIA-linked company closes $3 billion convertible notes offering.

North Korea's Kim calls to make border with South Korea an 'impregnable fortress'

The US military is reviving its jungle training school in Panama after a 25-year hiatus. It's part of President Donald Trump's aggressive push to secure "American dominance" in the region

Central banks are expected to step up gold-buying, helping prices to recover by year-end, according to Goldman

Copper extended its retreat as deepening inflation concerns tied to the Iran war and weaker-than-expected Chinese data weighed on industrial commodities

Hedge funds piled into bearish sterling option bets last week after Manchester Mayor Andy Burnham secured a pathway to potentially challenge for UK prime minister, raising fears of political instability and looser fiscal policy

KKR Hires Morgan Stanley's Shuto to Lead Japan Capital Markets

GCL, a major Chinese producer of polysilicon, is pivoting into battery materials as the solar sector remains mired in overcapacity and losses

Four liquefied natural gas tankers that until recently serviced Oman's export plant are beginning to load fuel from a US-sanctioned Russian project, the latest sign of Moscow's efforts to boost shipments and skirt Western restrictions

A new UBS note on silver contains a revision so large it fundamentally changes the case for owning the metal right now.

Thai Q1 GDP growth beats forecasts, but 2026 outlook unchanged amid Middle East war

If AI now accounts for 25% of corporate layoffs, but 275,000 'AI jobs' are open, what's the real problem? It's not that AI is killing jobs. It's that we're training people for careers that expired five years ago. The education system is the bottleneck—not the technology.

I finally used /goal in Codex and I'm absolutely mind blown. I had it look through my last 500 archived emails. Then look for an unsubscribe link and unsubscribe if there is one. It found 87 and it clicked them all. It handled the "are you sure" pages AND flagged 14 that

High energy prices could derail Europe's AI race with U.S. and China

Singapore telecom regulator suspends review of M1, Simba merger

Earthquake hits southwest China; thousands evacuate, buildings collapse

A year ago, tokenized RWAs were a tiny niche with a few billion dollars onchain. Today it's a $30B market and Wall Street is officially racing to tokenize everything.

Japan's 10-year government bond yield has risen well above the country's dividend yields, raising prospects of rotation out from stocks into bonds once volatility in the bond market subsides

China's solar cell exports remained resilient in April, defying expectations that the removal of tax rebates would damp overseas demand for the country's clean tech products

Ryanair warned of rising costs this year if unhedged jet fuel prices remain at current levels, as the budget carrier faces higher bills for fuel, crew and aircraft maintenance

DeepSeek is reportedly auto-rejecting Chinese applicants who went to America for undergraduate. Having an undergrad from America usually means you went through the international school pipeline, which usually means that you had much less rigorous math training.

UBS Group has lost several senior wealth management bankers in the Middle East less than two years after hiring them, indicating the intense level of competition for talent in the region

Helios Towers is committing $110 million of new investment in Democratic Republic of Congo, which it considers one of the most attractive growth opportunities across its nine markets

US President Donald Trump's envoy to Greenland, Jeff Landry, arrived on the Arctic island, telling local media he's there "to make friends"

Uganda postponed an annual religious holiday usually held on June 3 following an outbreak of the Ebola virus in neighboring Democratic Republic of Congo

US Treasury Secretary Bessent: The Beijing talks were successful

ECB's Pres. Lagarde, when asked if worried the bond sell off: I always worry, that's my job.

AstraZeneca Gets U.S. Approval for Hypertension Drug

HSBC to lend $4 bln to help China clean tech scale globally

US Treasury Secretary Bessent: I will call on the G7 to follow the sanctions regime to keep financing away from the Iranian war machine

【北约将敦促欧洲武器制造商加大投资并提高产量】该防务联盟正寻求加强欧洲大陆的军事实力，并安抚美国总统特朗普。

Australia issued an emergency permit for the use of a powerful poison to halt a swelling mice infestation across several growing regions

LawX is 6 months old. It already has €1M in recurring revenue.

India's largest power producer says it will favor domestic reactor technology for its nuclear portfolio

Indian authorities are exploring ways to revive interest from potential buyers in the $8 billion-valued IDBI Bank

The Qatari billionaire Al-Khayyat family is going after mega African infrastructure deals

A magnitude 5.2 earthquake in China's southwest region of Guangxi killed two and forced more than 7,000 in the city of Liuzhou to evacuate as search and rescue operations continue and authorities warn of transport disruptions.

Hungarian President Tamas Sulyok rejects demands from new Prime Minister Peter Magyar to resign by the end of May

Philippine Senator Ronald Dela Rosa, wanted by the International Criminal Court, is still in the country according to a fellow lawmaker

【英国工党领袖角逐者围绕逆转退欧掀纷争】已宣布将参与党内角逐、接替斯塔默出任首相的前卫生大臣斯特里廷称其希望英国重新加入欧盟，而他的潜在对手伯纳姆与这一主张保持距离。

Trump allies, including Bannon, urge AI vetting in letter - Axios

SE Asia's power demand from data centres, EVs to grow by more than 100TWh in next 5 years, report says

India directs state-run banks, insurance firms to cut costs, shift to EVs

Russian attack hits Panama-flagged vessel heading to Ukraine's Chornomorsk port - Governor

China's Ministry of Defense signaled it's open to building trust with Washington, following Trump's meeting with Xi Jinping last week.

China denounces Taiwan foreign minister's Geneva visit amid WHO assembly

Prabowo says Indonesia will build defence capability further as Air Force receives Rafale jets

NEW: Australia moves to expand tokenized bond markets.

Deutsche Boerse welcomes TCI taking stake; shares rise

Italy tells EU it may pull out of SAFE defence scheme without budget leeway on energy

Uganda's president signs contentious law meant to curb foreign influence

centrifuge at $155m market cap with $1.7b TVL, $500k monthly revenue, coinbase equity investment, binance and upbit listings completed in march. ONDO trades at 40x+ the valuation with a narrower product suite. the discount exists because grove protocol controls 93% of centrifuge

【中东冲突推高欧美按揭贷款成本】尽管各国央行选择克制不加息，但欧洲和北美各地的按揭贷款成本已大幅上升。

Big Pharma is pouring money into developing new treatments with the use of AI, but the verdict is out on whether they'll actually work

Baidu Profit Tumbles But Stock Pops After Earnings

Thyssenkrupp to Close U.S. Plant as Part of Automotive Restructuring

【欧洲炼油商和航司有信心避免航空煤油短缺】炼油商正最大限度提高产量，并增加从美国和非洲进口航空煤油，以弥补中东供应的缺口。

It's all green on the @HyperliquidX side. The dominant conversation, driven mainly by traders/analysts, is existential positioning. CT is debating whether they are: → The future of TradFi: SpaceX pre-IPO perps at $2.2T implied valuation, HL as global price discovery venue

An alarming debt-market selloff is testing finance ministers' nerves in Paris

Czech central bank Governor Ales Michl said policymakers are ready to raise interest rates if global and domestic risks threaten to boost underlying inflation pressures.

India is considering a request by the domestic vegetable oil industry to raise import duties, potentially increasing taxes on another major commodity just after a hike in gold tariffs

"You can actually feel the sentience growing in the car." Elon Musk says he sees driverless cars with no safety monitors operating "widespread in the US by the end of this year."

Lululemon takes battle with Chip Wilson public, calls founder 'misguided' and 'outdated'

Tesla Stock Drops as CFO Sells Shares. Can It Hold Above $400?

Burberry is cutting costs and closing stores as weakening demand and economic pressure reshape global luxury retail.

US air strikes killed additional Islamist militants in Nigeria's northern region, a day after a joint operation with the West African nation claimed the life of a senior ISIS commander

The Iran war has strengthened Putin's position in gas-pipeline talks with China, but Xi still has the upper hand

Futures are green. Oil is red. Strait of Hormuz is still closed. Let's have a Monday. 🤝

Stellantis, Accenture and Nvidia plan AI-manufacturing partnership. $NVDA

Many people have claimed that with AI-assisted bug finding, secure code (and hence trustless anything) will be impossible. I have a much more optimistic take, and AI-assisted formal verification is a major part of the reason why.

Salesforce has been battered in 2026. Bank of America sees more losses ahead

Micron Stock Rises as Samsung Strike Spikes Fears Over Memory-Chips Shortage

Intel Stock Heads for a 5-Day Losing Streak Despite 2 Price Target Hikes

Putin plans to visit China in November for the APEC summit - Tass.

China's He Lifeng meets AMD's Lisa Su.

🐜🐜🐜 [QT @maskednobu: Solana's Weekly @perps trading volume has recorded a new all-time high, surpassing $20 billion for the first time ever. @PhoenixTrade has recorded over $70M in the last 7 days This is still just organic liquidity. No incentives, nothing.]

Bank Indonesia to hike interest rates on May 20, slim majority of economists said

US homebuilder sentiment rebounded in May but remained low overall as affordability concerns continued to weigh on the outlook during the spring selling season.

US natural gas futures rose as forecasts shifted to show hotter weather in the coming weeks, signaling increased cooling demand for power-plant fuel as homes and businesses crank up air-conditioners.

EU rebuffs calls from Italy for more lenient budget rules

Google's computing power has turned into a precious resource that even employees fight to use.

"The question is not whether AI will shape the world; it will. The question is whether YOU will help…" Tonedeaf disaster. Obvious move would've been to focus on the graduates as the protagonists, instead of framing them as accessories to AI's world takeover.

Citigroup and BlackRock's private credit unit HPS Investment Partners have struck an agreement to collaborate on direct-lending deals across Europe, targeting as much as €15 billion ($17.5 billion) of financings over the next five years.

Merck & Co. has kicked off an investment-grade bond sale to help finance its $6.7 billion acquisition of Terns Pharmaceuticals Inc.

Bitcoin Depot Inc., once the largest operator of crypto ATMs in North America, filed for bankruptcy on Monday, marking the latest major blow for a niche segment of the digital asset industry that has been in decline for several years.

Germany is seeking to invest €10 billion ($11.6 billion) to improve civil protection over the coming years, including in additional bunkers and an app to warn citizens about finding the nearest shelter in case of war or natural disaster.

Poland seeks to hold 'honest talks' with the US after it was blindsided by Washington's decision to halt deployment of its troops to the NATO ally, according to Defense Minister Wladyslaw Kosiniak-Kamysz.

🤏🤏🤏 [QT: How many times does Solana's Perp OI need to grow to catch Hyperliquid? Hyperliquid L1: $8.638 Billion vs Solana: $245.93 Million — Solana needs to grow ~35.1x just to match Hyperliquid's current Open Interest. That's not 3x. Not 10x. 35 times higher.]

🛳️🚢⛴️ [QT: Introducing PhoeIndex: a fully onchain Index Fund on Solana. Using @PhoenixTrade liquidity, you can create and manage any kind of custom index fund using all assets available, with leverage]

The Fed will have to raise interest rates in July to appease 'bond vigilantes,' Yardeni says

Dan Loeb's Third Point expands AI bets with new stakes in Hut 8 and chip names

AI deployment doesn't have to mean reinventing your infrastructure. AMD's Suresh Andani explains how AMD Instinct MI350P PCIe GPUs combine open software, enterprise-ready AI infrastructure, and scalable inference performance to help organizations accelerate AI adoption

Unfathomably bad takes around this this morning and a good reminder of why 13F digging is mostly a waste of time. - March 31st we were in the heat of the Iran war, makes sense to put on hedges at the time. - Options exposure on 13F's get quoted notionally, so as if it were 100

RBC has said that it expects to see a 10% correction in the S&P500, but it will finish the year positive.

LiveRamp Stock Soars 27%. Why France's Publicis Is Buying the U.S. Data Specialist.

Lumentum, Coherent Drop After Prominent AI Investor Sells Stakes

The US Treasury will extend the lapsed sanctions waiver on Russian seaborne oil for another 30 days -Source Familiar with the Plan.

U.S. Treasury, India's Adani Enterprises settle alleged Iran sanctions violations

JUST IN: BITWISE TO DEDICATE 10% OF $HYPE ETF $BHYP MANAGEMENT FEES TO $HYPE HOLDINGS

Long Island Rail Road riders are bracing for hours-long commutes as a salary fight between the nation's busiest commuter rail line and its employees forced a systemwide shutdown, the first in more than 30 years. MTA Chair Janno Lieber discusses the state of negotiations.

China releases tougher steel capacity swap plan to curb overcapacity

Elon Musk's xAI asked employees earlier this year to offer up their own tax returns as training data for Grok, promising a $420 payment as incentive for doing so. Two months later, those payments still haven't materialized.

Anthropic已经不招聘技术专家以下程序员了👀 OpenAI的研究员Suvansh今天提到了一个传闻：Anthropic已经停止了招聘L6级别一下的人。这件事如果是真的，其实个非常强烈的信号。因为前段时间已经有一批原来CTO、CEO的人，去了Anthropic做Member of Technical Staff。

JUST IN: Malta becomes the first country to offer free ChatGPT Plus for one year to any residents who pass a free training course.

JUST IN: OpenAI declares to court "ChatGPT is not a lawyer," asks judge to dismiss insurer's lawsuit.

Ford is in negotiations with defense departments in Europe and North America to supply pickup trucks and software to their armed forces.

Mexican President Claudia Sheinbaum will submit a proposal to Congress to reform an upcoming judicial election.

May NY Fed Services PMI up -5.8 vs. -14.0 prior…business climate -46.9 vs. -49.3 prior; employment 1.9 vs. -2.4 prior; wages 26.5 vs. 37.0 prior; prices paid 73.4 vs.73.8 prior

Investor risk appetite is surging at a historic pace: The ratio of levered long to short ETF trading volume is up to ~3.3, the highest since July 2024. In other words, trading activity in levered long ETFs is more than 3 times larger than that of leveraged short ETFs.

Japan's Fin. Min. Katayama: G7 not considering coordinated action on bond selloffs, every country is responsible for its own market situation.

Finally a semi-useful read on Mythos that is free of myth and talks about what this means more practically (not this is the end of the world as we know it, but how do we deal with faster patches and attacks from AI as other models scale to chained exploits)?

Dell now has 5,000 clients for AI server with NVIDIA chips. $NVDA $DELL

Apple poised to unveil IOS 27 at developers conference in June $AAPL

Berkshire Hathaway's $BRK.B updated stock portfolio visualized — The first quarter without Warren Buffett in charge. $AAPL still makes up 22% of Berkshire Hathaway's disclosed equity holdings, followed by $AXP, $KO, $BAC, and $CVX.

Arm's stock could rise another 45% as the 'renaissance of CPUs' takes hold, analyst says

Very RISK OFF action today 5/18... whats most interesting to me is some SECURITY Stocks have low key gone VERTICAL as everyone left them for dead in 2026. I always like looking at the ROTATION tool on very short term periods vs very LONG time periods... what is 'recovering'?

Justice Department drops criminal case against Indian billionaire Gautam Adani

JUST IN: Keir Starmer declares he is 'not going to walk away.'

NOW: Ondo exec sees $5B in tokenized stocks by year-end after crossing $1B milestone | @OndoFinance

Private credit has exploded into a $1 trillion market. Yet its resilience is increasingly being tested. Bloomberg Originals examines whether this massive boom is built to last and what comes next for one of finance's fastest-growing sectors

Ford lands its first customer for energy business. Buy this pivot by the auto giant?

people are starting to use shielded transactions on zcash over regular transactions long way to go, but the trend is clear

Vanguard, one of the world's largest money managers, is sticking with its bet on US Treasuries, saying yields in the $31 trillion market are near the top of its expected range for 10-year notes

Risks are growing of an unwind in the powerful fund flows that drove US stocks to record highs in recent weeks, according to Citadel's Scott Rubner

Ramaco's CEO said Chinese steel dumping is hammering US miners as smelters around the world try to keep pace by demanding lower costs for metallurgical coal

Qwen 3.5+ now supported by QVAC SDK ❤️ QVAC SDK 0.11.0 is live. This release focuses entirely on unlocking next-generation local compute and advanced visual workflows. Next-Gen Models: Core engine updated to the latest version of Fabric, unlocking full support for Qwen 3.5, Qwen 3.6, and Gemma 4.

The White House is reviewing whether to amend and potentially scrap a decades-old rule governing stock trading that's meant to make sure investors get better prices for their transactions

Uber has increased its stake in German food delivery company Delivery Hero, underscoring its ambitions to counter competition from DoorDash Inc. outside the US

For years, there was only one way for mom-and-pop investors to buy into Elon Musk's vision: shares of Tesla. That's about to change — and it's a serious risk for Tesla investors

Lululemon founder Wilson ready to reach agreement amid proxy battle

Zohran Mamdani planned one-on-one meetings with JPMorgan CEO Jamie Dimon and Goldman Sachs CEO David Solomon as NYC's democratic socialist mayor courts business leaders

Fed's Goolsbee: If you cut rates too much, you ignite inflation more.

Japan's US treasury holdings $1.192 trln in March vs $1.239 trln in February. United Kingdom's US Treasury holdings $927 bln in March vs $897 bln in February. China's US Treasury securities holdings $652 bln in March vs $693 bln in February.

US Overall Net Capital Flows Actual 150.7B (Forecast -, Previous 184.5B ,Revision 182.7B)

META $META TO CONDUCT LAYOFFS ON MAY 20 IN THREE BATCHES GLOBALLY, EACH AT 4 AM LOCAL TIME Meta is moving 7,000 people to new AI workflow initiatives and eliminating managerial roles

Nvidia CEO Jensen Huang, speaking days after he joined President Donald Trump's summit in China, said he expects Chinese authorities will eventually allow the import of artificial intelligence chips from the US

Bloomberg's Anthony Hughes discussed the upcoming SpaceX IPO process, highlighting the expected public filing scheduled for Wednesday, which coincides with the critical Starship rocket launch

Iran spots US-Israeli drones in Qeshm Island - Tasnim

Lebanon's health ministry said the toll is now 3,020 killed in the Israeli strikes, including 292 women and 211 children.

i) zec and hype surpassing ada is a good sign of nature healing ii) sol and hype combined is less than xrp. there'll be time for infighting but I suggest the focus be on dethroning CEXes and dentist coins iii) zcash

The chart below shows that passive mutual funds and ETFs now make up almost 62% of all equity funds' assets. Has the adage "flows follow performance" now become "flows create performance"?

Trump Accounts are not only a savings tool but an opportunity to build financial literacy. As account balances grow, young Americans will gain firsthand experience with investing and long term planning.

MOC Imbalance S&P 500: -592 mln Nasdaq 100: -541 mln Dow 30: +52 mln Mag 7: -93 mln

Home Depot Stock Faces Low Expectations Ahead of Earnings

Volkswagen flags Chinese competition in Brazil, sees limited Iran impact

Chinese greenfield investment in Europe reaches new record, newspaper reports

A senior Japanese Finance Ministry official sowed doubt over any prospects for the nation to sell US Treasuries as part of any move to prop up the yen, suggesting the maneuver could end up being counterproductive

AI chip startup Tenstorrent is drawing early takeover interest from prospective buyers at a moment of renewed momentum for upstarts looking to challenge Nvidia and Advanced Micro Devices

Companies and individuals making deals to settle SEC cases no longer have to remain silent after the settlements, the regulator said

Commonwealth Bank of Australia may be at risk of entering a downgrade cycle as analysts warn slowing credit growth and proposed property tax changes are beginning to erode the outlook for the nation's largest lender

Australian pension and wealth manager AMP has been scaling back its exposure to private credit, citing an increasingly frothy market

The State Department has approved potential sales of up to $4.2 billion in helicopters and related equipment to South Korea

A close associate of ousted Venezuelan President Nicolas Maduro made his first appearance in Miami federal court after being sent to the US over the weekend to face money-laundering charges

Risk appetite in South Korea is exploding: Margin loans outstanding on Korean stocks are up to a record $24.3 billion. Since the start of 2025, margin debt has surged +140% and is up +32% since the beginning of this year alone.

Intel CEO says foundry business is gaining momentum as customer interest grows

Tesla reported its first annual revenue decline ever in 2025.

ServiceNow's stock heads for best day in a year — flashing a green light for the software sector

Billionaire investor Warren Buffett hinted in March that Berkshire Hathaway had made a small addition to its portfolio. A new regulatory filing may have just revealed what he was referring to. When asked in March whether Berkshire was still putting money to work, Buffett said yes.

These chip stocks could extend historic gains by rallying over 110%, according to Nomura

The U.S. Senate parliamentarian ruled over the weekend that an effort by Republicans to fast-track a $1 billion request for White House security enhancements, including President Donald Trump's ballroom project, fails to meet the chamber's own rules.

100,000 BLOCKS REMAINING UNTIL NEXT BITCOIN $BTC HALVING