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Palo Alto Networks to Release FY2026 Q3 Earnings on June 2 After-Market EST, Forecast Revenue USD 2.944 B, EPS USD 0.3959

Nvidia New Product Prices Set to Double, AI Computing Industry Faces Value Restructuring

EU Plans Billions in Fine Against Google Under Digital Markets Act

Druckenmiller Exits Nvidia, Bets on Broadcom, Intel, and Arm for AI Inference

Copart Q3 2026 Earnings: Revenue Up 2.1%, International Business Surges 14.1%

Costco to Release Q3 2026 Earnings on May 28, Expected Profit Growth Amid High Valuation Risks

EDP Renewables Signs US 100MW Solar Project Agreement for 2028 Operation

Tesla FSD Team Successfully Completes 1,310km Vancouver to Medicine Hat Unsupervised Drive

Meta urges UK to implement age verification on smartphone OS to protect children

Evercore ISI Raises Apple Price Target to $500 as Stock Breaks $300

Ackman Sells Alphabet for Microsoft, Abel Increases Berkshire's Stake in Alphabet to Fifth Largest

Morningstar Reduces Stake in Cognizant Technology Solutions by 32.4%

Temu Vietnam Reopens with Cautious Restrictions and High Entry Barriers

Intermede Investment Partners Ltd Increases Stake in Linde PLC by 27.6% in Q4 to 5.0% Position

Goldman Sachs raises Walmart target price to $154, maintains Buy rating

Global Retirement Partners Increases Stake in Lumentum by 95.6% to $1.59M, Analysts Raise Price Targets

Stifel Raises Marvell Technology Price Target to $210, Maintains Buy Rating

Marvell and NVIDIA Executives to Co-Host at COMPUTEX 2026 to Discuss AI Infrastructure Collaboration

Marvell to Q1 FY2027 Earnings Release After Market Close on May 27, Market Expectations Optimistic

Churchill Financial Advisors Increases Stake in Texas Instruments; Strong Earnings Lead Analysts to Raise Price Targets

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S&P 500 FUTURES RISE 1% AND NASDAQ 100 FUTURES GAIN 1.4%, WHILE MSCI ALL COUNTRY WORLD INDEX HITS RECORD HIGH AS RISK APPETITE IMPROVES

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S&P 500 FUTURES RISE 1% AND NASDAQ 100 FUTURES GAIN 1.4%, WHILE MSCI ALL COUNTRY WORLD INDEX HITS RECORD HIGH AS RISK APPETITE IMPROVES

US consumer sentiment has dropped to a record low of 44.8 in May, the lowest since 1952, due to inflation and geopolitical issues. Seasonal teen job hiring is projected to reach an 80-year low as the leisure and hospitality sectors reduce hiring. Despite this consumer pessimism, the S&P 500 and Nasdaq-100 have seen significant gains this year, highlighting a growing divide between Wall Street and Main Street.

- The University of Michigan index fell to 44.8 in May, marking the lowest level since 1952 due to inflation and geopolitical instability.  
- Seasonal teen hiring is projected to reach an 80-year low as the leisure and hospitality sectors reduce hiring amid rising costs.  
- Despite negative consumer sentiment, the S&P 500 and Nasdaq-100 have recorded double-digit gains this year, highlighting a growing divide between Wall Street and Main Street.

US consumer sentiment hits record low as teen jobs shrink

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Kevin Warsh, the new Fed chair, faces a hawkish FOMC as rate cut hopes diminish amid elevated inflation and the Iran conflict. Recent FOMC minutes indicate a shift towards prolonged policy hold or tightening, with three members dissenting against easing bias. Philadelphia Fed president Anna Paulson supports the current policy while acknowledging market expectations for rate hikes. Analysts remain divided on labor market risks, with some still predicting potential cuts in late 2026 or early 2027, but the prevailing sentiment leans towards maintaining or increasing rates.

- Kevin Warsh steps into the Fed chair position amid indications that rate cuts are unlikely, with potential hikes if inflation remains high.  
- The April FOMC minutes reflect a shift to a hawkish stance, emphasizing a need for prolonged restrictive policies due to persistent inflation and broader economic pressures linked to the Iran conflict.  
- While some analysts suggest possible rate cuts in late 2026 or early 2027, the prevailing outlook is now focused on maintaining or tightening rates, complicating Warsh's inclination for lower rates.

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New Fed chair Warsh faces hawkish FOMC as rate cut hopes fade on Iran war

Fed's Waller indicated that rate hikes may be needed if inflation continues, citing energy price pressures from the Iran War. This has led to elevated Treasury yields and increased rate hike expectations, while the VIX Index decreased to 16.70. The upcoming May 28 PCE inflation report is anticipated to influence future Fed policy decisions.

- Christopher Waller indicated that higher interest rates may be needed if inflation continues, citing price pressures from the Iran War.  
- Treasury yields remained elevated and expectations for rate hikes increased, with the VIX Index decreasing to 16.70.  
- The upcoming May 28 PCE inflation report is anticipated to influence future Federal Reserve policy decisions.

Fed's Waller warns of potential rate hikes on inflation risks

US equities rose amid strong performance in healthcare and industrials, while Fed's Waller adopted a hawkish stance, arguing against easing bias. Geopolitical tensions with Iran persist, with conflicting reports on nuclear negotiations. The UoM consumer sentiment hit a record low, reflecting concerns over inflation. Oil prices settled slightly higher as markets remain cautious. Upcoming economic data includes US PCE and Australian CPI.

- U.S. equities rose, bolstered by healthcare and industrial sectors, while Treasuries flattened amid hawkish remarks from Fed Governor Waller.  
- Negotiations regarding Iran's nuclear program continue, with conflicting reports about progress and frustration from U.S. leaders suggesting potential military action.  
- Upcoming economic indicators, including U.S. PCE and Australian CPI, are anticipated, along with the swearing-in of new Fed Chair Kevin Warsh.

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Crude sees two-way trade amid conflicting US/Iran reports, meanwhile Waller goes hawkish - Newsquawk US Market Wrap

Economists have raised U.S. inflation forecasts due to price shocks from the Iran conflict, predicting the core PCE index will exceed 3% by year-end. Opinions on a potential Federal Reserve interest rate cut in December are mixed. Despite weak consumer spending, GDP growth is expected at 2%, with a reduced recession probability of 25%. Employment growth forecasts have been slightly increased, but the unemployment rate is anticipated to peak at 4.5% in Q3.

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Economists Adjust U.S. Inflation Forecast Amid Iran Conflict

Trump warns companies that skip claiming tariff refunds deemed illegal by the Supreme Court, stating he will 'remember' them. Over $160 billion is available through a new Customs portal, with major brands already filing claims. The ongoing tariff issues are affecting prices, supply chains, and legal disputes.

- Trump warned that he will 'remember' companies that do not claim refunds on tariffs deemed illegal by the Supreme Court.  
- Over $160 billion is available through a new Customs portal, with major brands already submitting claims.  
- Tariff-related price hikes, supply chain challenges, and ongoing legal disputes are significantly affecting both corporate and consumer environments.

Trump signals he’ll remember firms skipping tariff refunds

U.S. President Donald Trump announced that the U.S. stock market has reached a new record high. According to Odaily, this statement was made in a recent post by the President.

U.S. President Trump Announces Record High for U.S. Stock Market

Major U.S. indexes remain near all-time highs, buoyed by easing yields and geopolitical optimism, despite volatility in oil and bond markets. Rising Treasury yields pose challenges to equities, impacting borrowing conditions and valuations. Investors are closely watching the upcoming April PCE inflation reading, which may influence the Fed's decision on maintaining its pause or tightening.

- Major U.S. indexes are near all-time highs, buoyed by easing yields and geopolitical optimism despite recent market volatility.  
- Rising Treasury yields, influenced by inflation and energy costs, pose risks to borrowing conditions and overall market valuations.  
- Investors are closely watching the April PCE inflation reading to determine if the Federal Reserve will continue its current pause or consider tightening monetary policy.

Stocks hold near highs despite yield and oil volatility

Treasury yields slipped from overnight levels as markets waited for a breakthrough in U.S.-Iran peace talks.

Treasury yields decline as markets wait for Hormuz breakthrough

NASDAQ-100(.NDX.US)

S&P 500 FUTURES RISE 1% AND NASDAQ 100 FUTURES GAIN 1.4%, WHILE MSCI ALL COUNTRY WORLD INDEX HITS RECORD HIGH AS RISK APPETITE IMPROVES

US consumer sentiment hits record low as teen jobs shrink

New Fed chair Warsh faces hawkish FOMC as rate cut hopes fade on Iran war

Fed's Waller warns of potential rate hikes on inflation risks

Crude sees two-way trade amid conflicting US/Iran reports, meanwhile Waller goes hawkish - Newsquawk US Market Wrap

Economists Adjust U.S. Inflation Forecast Amid Iran Conflict

Trump signals he’ll remember firms skipping tariff refunds

U.S. President Trump Announces Record High for U.S. Stock Market

Stocks hold near highs despite yield and oil volatility

Treasury yields decline as markets wait for Hormuz breakthrough