Shutthiphong Chandaeng/iStock via Getty Images President Trump said the ceasefire with Iran is on “massive life support,” which suggests that inflation risk will remain elevated. Oil prices continue to trade above $100 a barrel for the US crude benchmark as Trump has become increasingly frustrated with Iran’s negotiating positions to formally end the conflict that is keeping Gulf energy exports bl...
Shutthiphong Chandaeng/iStock via Getty Images President Trump said the ceasefire with Iran is on “massive life support,” which suggests that inflation risk will remain elevated. Oil prices continue to trade above $100 a barrel for the US crude benchmark as Trump has become increasingly frustrated with Iran’s negotiating positions to formally end the conflict that is keeping Gulf energy exports blocked. This disruption is keeping prices high and driving up headline measures of inflation. With no clear exit strategy on the horizon, markets are pricing in higher odds of persistent inflation. One metric to watch is the ratio of the iShares TIPS Bond ETF ( TIP ), a portfolio of inflation‑indexed Treasuries, to a similar fund that holds conventional government bonds ( IEF ). As this ratio rises, it implies that the market is demanding a higher inflation premium. Notably, the ratio is trading near the peaks of recent years. A decisive break above this level (red line in the chart below) would signal stronger concern that inflation risk could run longer and higher than recently expected. Today’s April report on consumer prices is expected to highlight another month of hotter inflation. The Cleveland Fed’s current inflation nowcast indicates that the rise in headline CPI will continue through May. Betting markets are pricing in higher odds that inflation will top 4% this year, substantially higher than the 3.3% year‑over‑year trend reported for headline CPI through March. The Treasury market’s implied inflation forecast is also near multi‑year highs, based on the spread between inflation‑indexed yields and their nominal counterparts. The 5‑year forecast is 2.67% as of May 11, just below last week’s 2.72% peak. A sustained push above that peak would highlight the market’s growing confidence that inflation risk will persist. Perhaps the final straw in the repricing of inflation risk will be rising expectations that the Federal Reserve will increase interest rates to combat th...
Quantum Computing (NASDAQ:QUBT) shares are ripping higher in early Tuesday trading, up 26% to around $12.81 from a prior close of $10.18. The surge follows the company’s Q1 2026 earnings report, released after the close on May 11. The move stands out across the pure-play quantum group. IonQ (NYSE:IONQ) is basically flat at around $57, ... Quantum Computing Is Up 26% Today: Is It Outperforming Othe...
Quantum Computing (NASDAQ:QUBT) shares are ripping higher in early Tuesday trading, up 26% to around $12.81 from a prior close of $10.18. The surge follows the company’s Q1 2026 earnings report, released after the close on May 11. The move stands out across the pure-play quantum group. IonQ (NYSE:IONQ) is basically flat at around $57, ... Quantum Computing Is Up 26% Today: Is It Outperforming Other Quantum Stocks Like D-Wave, IonQ, and Rigetti?
Former world champion stopped Paul in December fight Injuries from bout are still being monitored by doctors Jake Paul has admitted the broken jaw he suffered during his loss to Anthony Joshua in December may have ended his boxing career. The YouTuber turned boxer was stopped during December’s fight after a brutal shot from former world champion Joshua. Paul said the injury is still being monitore...
Former world champion stopped Paul in December fight Injuries from bout are still being monitored by doctors Jake Paul has admitted the broken jaw he suffered during his loss to Anthony Joshua in December may have ended his boxing career. The YouTuber turned boxer was stopped during December’s fight after a brutal shot from former world champion Joshua. Paul said the injury is still being monitored five months later. Continue reading...
Veteran trader Peter Brandt has floated a Bitcoin target of $300,000 to $500,000 by late 2029, tied to a thesis that Trump’s “Project Freedom” unlocks bank liquidity flowing into hard assets. The natural question is how to express it with maximum convexity, and the T-Rex 2X Long MSTR Daily Target ETF (NASDAQ:MSTU) is the most ... Analyst Says Trump Can Take Bitcoin to 500K. This ETF Might Go Parab...
Veteran trader Peter Brandt has floated a Bitcoin target of $300,000 to $500,000 by late 2029, tied to a thesis that Trump’s “Project Freedom” unlocks bank liquidity flowing into hard assets. The natural question is how to express it with maximum convexity, and the T-Rex 2X Long MSTR Daily Target ETF (NASDAQ:MSTU) is the most ... Analyst Says Trump Can Take Bitcoin to 500K. This ETF Might Go Parabolic
Micron Technology's stock has risen by almost 9x over the past twelve months, taking its market capitalization above $800 billion - one of the largest single-year gains in the company's four-decade trading history. The rally is driven by surging demand and a shortage of high-bandwidth memory, the specialized chips that sit alongside AI accelerators in data centers. Micron has pre-sold its entire H...
Micron Technology's stock has risen by almost 9x over the past twelve months, taking its market capitalization above $800 billion - one of the largest single-year gains in the company's four-decade trading history. The rally is driven by surging demand and a shortage of high-bandwidth memory, the specialized chips that sit alongside AI accelerators in data centers. Micron has pre-sold its entire HBM production through 2026 under binding contracts. Hyperscalers, including Microsoft (MSFT), Alphab
Instructure, the company behind the Canvas learning management platform, says it has " reached an agreement " with hackers that breached its systems last week to prevent stolen data from being leaked online. The ShinyHunters hacking group claimed responsibility for the attack before Canvas was briefly taken offline . The group threatened to publish 3.5 terabytes of student data if ransom demands f...
Instructure, the company behind the Canvas learning management platform, says it has " reached an agreement " with hackers that breached its systems last week to prevent stolen data from being leaked online. The ShinyHunters hacking group claimed responsibility for the attack before Canvas was briefly taken offline . The group threatened to publish 3.5 terabytes of student data if ransom demands for a "settlement" weren't met. Now, Instructure says the stolen data has been returned as part of its unspecified "agreement" with the hackers, alongside a promise that "no Instructure customers will be extorted as a result of this incident." "We un … Read the full story at The Verge.
quantic69/iStock via Getty Images The Defiance Quantum ETF ( QTUM ) tracks the BlueStar Quantum Computing and Machine Learning Index across roughly 86 holdings using a modified equal-weight methodology, capping individual positions near 2% and charging a 0.40% expense ratio. Its subsector breakdown spans quantum computing technology, machine learning services, big data, AI chips, and GPU hardware....
quantic69/iStock via Getty Images The Defiance Quantum ETF ( QTUM ) tracks the BlueStar Quantum Computing and Machine Learning Index across roughly 86 holdings using a modified equal-weight methodology, capping individual positions near 2% and charging a 0.40% expense ratio. Its subsector breakdown spans quantum computing technology, machine learning services, big data, AI chips, and GPU hardware. Data by YCharts The reason why this is relevant now is because quantum computing is beginning to appear as the next frontier of technology advancement, just how AI was the next frontier after mobile. The reason why 2026 is unique compared to previous years is its practical application, and World Quantum Day has showcased that the industry is not short of breakthroughs. Quantum computing is no longer just an area of research but is already being implemented in drug development, finance, logistics, and cybersecurity. The Fund Regarding the fund, the expense ratio is 40 basis points, and it earns a Seeking Alpha B- expense grade. Liquidity is great compared to the median fund, with an average daily dollar volume on a 3-month basis around $42 million and an AUM of $4.36 billion, ranking it a Seeking Alpha A- grade. The dividend grade is above average, scoring a Seeking Alpha B+ grade, mainly because of the high growth rate in the last couple of years, while the dividend yield is subpar, only around 0.87%. Seeking Alpha Moving on to the holdings look-through, the fund is invested in equity, while sector-wise, technology and industrials, with around 82% and 10%, form the bulk of the fund. Seeking Alpha Going deeper, as of the end of March, the subsector allocation is allocated toward machine learning services, AI and application chips, big data and cloud computing, and quantum computing technology. Defiance ETFs, QTUM Fact Sheet The fund has significantly outperformed the median fund on every time scale with strong short-term and long-term performance and is being awarded an A+ ...
Stocks Fall, Oil And Rates Rise As Inflation "Roars Back" US equity futures and bonds were lower as oil climbed, with a key inflation report showing the impacts of higher energy and supply disruptions stemming from the war in Iran. Stocks are poised to fall from all-time highs after the core CPI rose more than expected in April. As of 9:15am S&P futures ewere down 0.2% and Nasdaq futures dropped 0...
Stocks Fall, Oil And Rates Rise As Inflation "Roars Back" US equity futures and bonds were lower as oil climbed, with a key inflation report showing the impacts of higher energy and supply disruptions stemming from the war in Iran. Stocks are poised to fall from all-time highs after the core CPI rose more than expected in April. As of 9:15am S&P futures ewere down 0.2% and Nasdaq futures dropped 0.7% as a slide in chipmakers and big tech names dragged down the market in early US hours. In premarket trading, all Mag 7 stocks were lower. Treasury two-year yields hovered near the highest since March. Tech’s underperformance followers a weaker APAC session with KOSPI’s biggest loss since early April after the govt hintedf at a potential tax on AI profits dubbed a ‘Citizen Dividend’; the index finished off its lows pointing to the dip buying potential of Semis as the market takes advantage of any price discount. US crude rose to around $101. Gold weaker and sitting just below $4,700/oz. Economic data slate includes weekly ADP employment change (8:15am), April CPI (8:30am) and federal budget balance (2pm). Fed speaker slate includes Chicago Fed’s Goolsbee (9:10am, 1pm), and NY Fed releases quarterly report on household debt and credit at 11am In premarket trading, Mag 7 names are all lower (Tesla -1.5%, Alphabet -0.9%, Amazon -0.8%, Nvidia -0.8%, Microsoft -0.6%, Meta -0.5%, Apple -0.4%) AST SpaceMobile (ASTS) falls 11% after the satellite internet company reported revenue for the first quarter that missed the average analyst estimate. The firm also had a wider loss than forecast. GameStop (GME) slips 3% after eBay Inc. rejected a $56 billion takeover offer from the company. GitLab (GTLB) is down 11% after the software company announced plans to cut jobs and make operational changes. Raymond James says efforts to retool the business while cutting staff may be challenging, while RBC says guidance for in-line 1Q results suggests no upside versus prior beats. Harmonic (HLIT)...
Earnings Call Insights: AIxCrypto Holdings, Inc. (AIXC) Q1 2026 Management view Co-CEO Jiawei Wang framed Q1 as the first execution quarter of the company’s Web3 and AI infrastructure pivot, saying, “The first quarter of 2026 is our first reporting period executing against those priorities.” On the Faraday Future data initiative, Co-CEO Wang said, “On March 25, 2026, we formally kicked off the EAI...
Earnings Call Insights: AIxCrypto Holdings, Inc. (AIXC) Q1 2026 Management view Co-CEO Jiawei Wang framed Q1 as the first execution quarter of the company’s Web3 and AI infrastructure pivot, saying, “The first quarter of 2026 is our first reporting period executing against those priorities.” On the Faraday Future data initiative, Co-CEO Wang said, “On March 25, 2026, we formally kicked off the EAI data collaboration project with Faraday Future,” adding that the teams “initiated drafting of the FFAI-AIXC Data Collaboration Contract and defined the data rights boundaries and commercialization road map.” Co-CEO Wang described a dual-track structure for the data business: “The collaboration is structured as a dual track platform, a B2B enterprise data platform for institution buyers and B2C decentralized crowdsourced data collaboration platform.” He also outlined a consumer extension tied to “on-chain agents available to end users,” noting, “Specific product form, pricing and launch cadence will be disclosed separately when finalized.” On Agentir, Co-CEO Wang said, “During Q1, we completed initial development of the platforms for core game models and finalized a commercial model,” and added, “By early May, the platform reached an internal review milestone, and we’re preparing for a phased public launch.” On RWA tokenization, Co-CEO Wang said, “The proof-of-concept asset is the Faraday Future Class A common stock,” and that the company “completed the structural and regulatory review necessary to align our RWA initiative with the commission’s latest interpretations on digital securities.” CFO Koti Meka stated, “AIxCrypto generated no revenue in the first quarter of 2026, consistent with our status as a pre-revenue company,” and cautioned, “As disclosed in Note 2, our recurring losses and accumulated deficit raise substantial doubt about our ability to continue as a growing concern.” Outlook Management reiterated its near-term conversion goal: Co-CEO Jiawei Wang said, “Our...
Nadja Wohlleben/Getty Images News Ukraine's President Volodymyr Zelenskyy said he met Palantir Technologies' ( PLTR ) CEO Alex Karp, as Kyiv boosts efforts to use AI to gain an edge in the war with Russia. Zelenskyy said the two discussed areas of technological development in the context of combat operations and civilian needs. "A good meeting with the CEO of Palantir Technologies, Alex Karp. Ste...
Nadja Wohlleben/Getty Images News Ukraine's President Volodymyr Zelenskyy said he met Palantir Technologies' ( PLTR ) CEO Alex Karp, as Kyiv boosts efforts to use AI to gain an edge in the war with Russia. Zelenskyy said the two discussed areas of technological development in the context of combat operations and civilian needs. "A good meeting with the CEO of Palantir Technologies, Alex Karp. Step by step, we are developing cooperation with the American defense sector. Palantir is a renowned global company with strong potential, and there certainly are areas where we can be useful to one another, strengthening the defense of Ukraine, America, and our partners. We discussed areas of technological development – both in the context of combat operations and civilian needs. We agreed that our teams will stay in touch," said Zelenskyy in a post on X on Tuesday. Palantir said in a post on X that "the deployment of Palantir’s software on the battlefield in Ukraine has helped defend the brave people of Ukraine against Russia’s aggression since 2022 — and it will define how the entire West fights and wins for decades." The company added that "we are proud to be part of it and to strengthen our partnership with Ukraine." Ukraine had launched a project with Palantir called Brave1 Dataroom a few months ago to help intercept Russian drones. About three months ago, Ukraine's Defense Minister Mykhailo Fedorov said in a post on LinkedIn that the primary goal of Brave1 Dataroom is to equip interceptor drones with AI. On Tuesday Fedorov said in a post on LinkedIn that the results of the cooperation were the following: built a detailed air attack analysis system; deployed AI solutions for processing large volumes of intelligence data; and integrated technologies into deep strike operations planning. "A separate direction is the BRAVE1 Dataroom, created jointly with Palantir. This platform gives developers access to real battlefield data for training AI models. More than 100 companies...