Trump Toughens Terms Of Iran Deal Framework, As Bessent Pinpoints Tehran's 'Big Mistake' Summary NYT on Sunday: President Trump has toughened the terms of a potential framework for a deal to end the war in Iran. Washington seeks to ratchet pressure , but Tehran s till not budging on issue of remaining nuclear material . Bessent describes the "big mistake" Iran made to Fox - attacking its neighbors & losing friends; also says of the Iranians " they're going to have to start taking down the wells . " Israeli PM Netanyahu says he has "instructed the Israeli military to expand the maneuver in Lebanon" after the occupation of the strategic Beaufort Castle, which he says marks "a dramatic change" in Israel’s operations. US x Iran permanent peace deal by June 30, 2026? Yes 30% · No 70% View full market & trade on Polymarket * * * Trump Toughens the Terms of Potential Deal Fresh Sunday reporting in the NY Times says President Trump has responded to Iran's refusal to budge on giving up its nuclear material by tightening US conditions as part of a Memorandum of Understanding to get back to the peace negotiating table. "President Donald Trump has toughened the terms of a potential framework for a deal to end the war in Iran, and has sent those proposed changes back to Iran for consideration, according to three officials," NY Times writes, but didn't disclose what the precise changes are. The report then speculates on where these changes likely focus: "Trump has been concerned about parts of the potential deal that would include unfreezing funds for the Iranians, two officials said." Iran's Tasnim: If Trump proposes changes to the draft agreement, Iran will make its own revisions as well. Nothing is finalized. Iran says it will only accept terms it agrees with and is also prepared for the possibility of no deal. pic.twitter.com/KzWnxlWG8G — Clash Report (@clashreport) May 31, 2026 Citing frustration at the slow pace of Iran's response to the proposals, it adds, "He has been har...

Key PointsTiger Pacific Capital exited 428,532 shares of New Oriental Education; the estimated transaction value was $24.48 million based on quarterly average prices.

On May 15, 2026, Moneda S.A. Administradora General de Fondos disclosed a buy of 8,653 MercadoLibre (NASDAQ:MELI) shares, an estimated $16.69 million trade based on quarterly average pricing. According to its SEC filing dated May 15, 2026, Moneda S.A. Administradora General de Fondos increased its holding in MercadoLibre by 8,653 shares. The estimated transaction value, calculated using the average closing price for the quarter, was $16.69 million. The quarter-end value of the position rose by $10.85 million, a figure reflecting both share additions and price movement during the period. The fund now holds 24,151 shares valued at $41.94 million. MercadoLibre, Inc. is the leading e-commerce and fintech platform in Latin America, leveraging a robust ecosystem that integrates marketplace, payments, logistics, and credit solutions at scale. The company’s strategy centers on expanding digital commerce and financial access in a region with significant growth potential. Its competitive edge is driven by technology innovation, network effects, and a comprehensive service offering that addresses both consumer and merchant needs. Continue reading

Is It Too Late To Consider Buying Advanced Micro Devices (AMD) After AI-Fueled Surge? simplywall.st

格隆汇6月1日｜据伊朗塔斯尼姆通讯社报道，伊朗将对可能的谅解备忘录文本进行新的修改。一位知情人士就美国媒体报道特朗普已提出对现有文本进行新的修改一事表示：“文本交换仍在继续，伊朗可能会对文本进行自己的修改，目前一切都还没有定论。”该人士强调：“对伊朗而言，标准是我们自己接受的文本，特朗普实施修正并不意味着伊朗接受这些修正。”这位知情人士表示，伊朗已为可能出现的误解情况做好了充分准备。

Players at the 2026 World Cup will be stopped from going to the technical area to talk to coaches when goalkeepers are injured.

These three stocks all benefit from AI in different ways.

Key PointsBuffett invested in three AI stocks despite his hesitance to purchase tech stocks.

【有線新聞】合安入稟土地審裁處申請押後召開宏福苑業主大會，及通知業主開會時間，今日開審。 有市民一早到土地審裁處輪候入內旁聽，人龍一度沿加士居道延伸，宏福苑管理公司合安以「單方面申請替代送達」形式向土地審裁處申請，將本月13日前召開業主大會限期，押後至審裁處認為合適的時間。又要求裁定宏福苑的特殊情況下，應否延長向業主送達通知的期限，及以替代方式作出指示。宏福苑業主4月29日向合安遞交247戶的聯署，要求召開業主大會，超過《建築物管理條例》不少於5%的法定門檻。

Nu Holdings (NYSE: NU) is a Brazil-based online bank that's disrupting finance in Latin America. The former Warren Buffett stock trades down about 31% from its high early in 2026 despite phenomenal performance. Let's see why it's a great company, why the stock is down, and whether or not this is a buying opportunity. Nu has scaled and become a financial powerhouse in Brazil. It claims more than half of that country's adult population as customers, and it has become the largest private financial institution in the country. It has a high monthly activity rate of 83%, up from 78% in 2022, with 100 million active customers in Brazil. Image source: Nu. Continue reading

Key PointsCederberg Capital sold all of its 1,828,900 shares of Full Truck Alliance last quarter.

Final: Royal Challengers Bengaluru, 161-5, beat Gujarat Titans, 155-8, by 5 wkts Former India captain scores 75no off 42 balls The India veteran Virat Kohli produced an explosive knock as Royal Challengers Bengaluru secured a five-wicket win over Gujarat Titans to retain their Indian Premier League title on Sunday. Bengaluru, who ended a 17-season drought by winning their maiden IPL title last year, carried that momentum into this season and chased down 156 with ease in 18 overs. Continue reading...

Virat Kohli's imperious unbeaten 75 helps Royal Challengers Bengaluru to a five-wicket win over Gujarat Titans in the Indian Premier League final securing back-to-back titles.

格隆汇6月1日｜叙利亚总统沙拉与特朗普通电话，沙拉告诉特朗普解除对叙利亚剩余的制裁措施是重振叙利亚经济的重要一步。

Bond traders are looking to a key jobs report this week to confirm their wagers that the US economy is strong enough to push the Federal Reserve to lift interest rates by next year. Beyond developments in the Middle East, a big focus will be Friday’s release of monthly employment figures, which are projected to show the labor market remained resilient in May. Combined with elevated oil prices and reaccelerating inflation , that may bolster expectations that officials will remove the easing bias in their statement in June, in the Fed’s first meeting under Chairman Kevin Warsh . Traders see a hike by mid-2027, if not sooner, underscoring how the spike in energy prices as a result of the Iran war has upended expectations that Warsh would deliver cuts soon after taking over. By Bloomberg Economics’ calculation , the jump in bond yields since the conflict began has already tightened financial conditions by the equivalent of about three-quarters of a percentage point of Fed rate increases. “Yields have risen, and it’s adding restrictiveness to the US economy and doing the work of the Fed,” said George Catrambone , head of fixed income at DWS Americas. As rates climb in maturities from two to 10 years, he said, “you’re really creating some headwinds that will eventually come through.” Add in the hit to wage growth from hot inflation, and mounting stress on the American consumer will weigh on the economy, Catrambone says. He favors owning two-year notes and has bought the 10-year near recent peaks. At about 4.44%, benchmark 10-year yields are down from their peak a couple weeks ago, receding along with oil prices as hopes have emerged for a resolution to the war. Auctions last week also signaled ample appetite at current yields. However, 10-year rates, a benchmark for mortgages and corporate borrowing, are still roughly a half-point above levels at the end of February. One options trade that emerged last week targeted the 10-year yield rising above 5% within months, a level...

格隆汇6月1日｜伊朗政府信息委员会主席哈兹拉蒂表示，伊朗总统佩泽希齐扬正以全部精力处理国家事务。

On May 15, 2026, Cederberg Capital disclosed in an SEC filing that it sold 826,670 shares of New Oriental Education (NYSE:EDU) last quarter. According to a recent SEC filing , Cederberg Capital Ltd reduced its holding in New Oriental Education by 826,670 shares during the first quarter of 2026. The quarter-end value of the EDU position decreased by about $45 million, a figure that reflects both trading and stock price changes. New Oriental Education is one of China's largest private education providers, operating a broad network of schools and learning centers. The company leverages its established brand and diversified service portfolio to address a wide range of educational needs, from test preparation to language training. Its scale and integrated online-offline delivery model position it as a leading player in China's competitive education sector. Continue reading

Justin Paget/DigitalVision via Getty Images Nextracker ( NXT ) is deepening its push beyond solar tracking systems with the acquisition of battery energy storage company Prevalon, a move that BNP Paribas says strengthens the company's position as a broader play on the growing solar-plus-storage market. The company agreed to acquire Prevalon, a battery energy storage systems, or BESS, joint venture between Mitsubishi Power and EES, for $365 million. BNP Paribas analyst Moses Sutton said the transaction represents a continuation of Nextracker's strategy to evolve from a pure solar equipment supplier into a more diversified power infrastructure company. "The acquisition of Prevalon represents a continuation of the 'Nextracker' to 'Nextpower' strategy," Sutton wrote in a research note, arguing that the deal expands the company's exposure to energy storage while reinforcing its appeal to investors seeking exposure to growing electricity demand from artificial intelligence and data centers. Expanding beyond solar The acquisition gives Nextracker a foothold in the fast-growing battery storage market, which is increasingly paired with solar projects to improve grid reliability and shift power generation to periods of peak demand. BNP Paribas compared Prevalon to Fluence Energy ( FLNC ), one of the largest publicly traded battery storage providers, but noted that Prevalon is roughly one-quarter of Fluence's size while generating stronger profitability. According to the firm, Prevalon currently produces earnings before interest, taxes, depreciation and amortization margins of about 10%, compared with negative margins at Fluence. Sutton said Nextracker's existing relationships with project owners, developers and engineering, procurement and construction contractors could help accelerate Prevalon's growth. The analyst also pointed to Nextracker's balance sheet strength as a competitive advantage in the storage sector, where projects often require significant working capital com...

Key PointsKontiki Capital Management exited 20,380,969 shares of Full Truck Alliance, with an estimated transaction value of $193.84 million (based on quarterly average pricing).

Solana (CRYPTO: SOL) has spent most of 2026 under pressure, with prices down, sentiment mixed, and patience wearing thin for investors who bought higher. Now institutional money has started moving into SOL spot ETFs with a consistency that is hard to ignore, stringing together an 11-day inflow run with no outflow days recorded for the ... Solana ETFs See Zero Outflows in May: Is a SOL Price Surge Coming?

格隆汇6月1日｜据以色列广播管理局援引消息人士的话称，只要黎巴嫩南部地区仍存在威胁，以色列就不会撤军。

S&P 500 At A Crossroads: 3 Catalysts Set To Move VOO And SPY This Week Benzinga

The Schwab U.S. Dividend Equity ETF offers more than just a higher yield.

Key PointsThe Schwab U.S. Dividend Equity ETF's current yield is triple that of the S&P 500.

Tiger Pacific Capital sold out its stake in New Oriental Education (NYSE:EDU) , according to a May 15, 2026, SEC filing, with the estimated transaction value at about $24.48 million based on quarterly average pricing. According to an SEC filing dated May 15, 2026, Tiger Pacific Capital sold all 428,532 shares of New Oriental Education (NYSE:EDU) during the first quarter. The estimated transaction value was about $24.48 million, calculated using the average closing price for the period. The fund reported no remaining position in the company at quarter-end. The net position change, which includes price movement, was $23.58 million. New Oriental Education is a leading provider of private educational services in China, serving a broad student base through a network of schools, learning centers, and digital platforms. The company leverages its scale and diversified offerings to address a wide range of educational needs, from language acquisition to test preparation. Continue reading

格隆汇6月1日｜美国中央司令部：截至5月31日，美军针对伊朗的封锁行动已迫使118艘商业船只改变航线。

This Is My Best Artificial Intelligence (AI) Stock to Buy in June (Hint: It's Not Micron Technology) The Globe and Mail

Manchester City's domestic double is the start of what they hope will be a hugely successful period for the club - and Khadija Shaw is at the centre of it.

Ruslan Lytvyn/iStock via Getty Images Hormuz Strait remains a key market uncertainty The closure/reopening of the Hormuz Strait remains as key market uncertainty and capturing headlines lately. To illustrate the point, the first news I saw this am when I first booted my computer is shown below as an example. Seeking Alpha News: Trump’s Hormuz 'deal sheet' drops, sending stocks higher. “The Hormuz Strait must be immediately open, no tolls, for unrestricted shipping traffic in both directions,” Trump wrote on Truth Social, adding that the U.S. naval blockade around Iran “will now be lifted.” As the prices of major commodities and also stock indices rise and fall as the prospects of ceasefire negotiations evolve, this article wants to draw your attention to what is happening in another part of the world: Japan and South Korea. I will argue why what’s happening in these two countries can have larger and also longer-lasting impact on the SP500 index (or other major US equity indices such as the DJI , NASDAQ and RTY ). I further fee this argument has become timely as the equity market in both Japan and Korean’s are exhibiting elevated volatilities – again - lately. As a background and shown in the next chart below, equity market in South Korea suffered a historic " Black Wednesday " as the KOSPI ( KOSPI ) fell over 12% in intraday trading and trading halted across both major indices in the country. In the next month or so, the market remained under pressure and corrected as much as ~24% off the peak as approximately by the EWY ETF (which tracks the MSCI Korea 25/50 Index). The Japanese equity market suffered lower downward volatility in comparison, but the correction was still sizable at around 12% off the peak as measured by the EWJ ETF (which tracks the MSCI Japan index). Both markets started stabilizing since early April and recovered their lost ground by early May. The Korean market also gained quite a bit of new ground too. But volatility returned again. Particularly...