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06/02/2026

( Jun 1.2026) BREAKING: President Trump says he believes a deal with Iran to extend the ceasefire and reopen the Strait of Hormuz could be reached within the next week.⁸
Trump says negotiations are progressing, but there are still "a few more points" that need to be finalized before an agreement is reached.
_ A successful deal could ease tensions in the Middle East, reduce concerns over global oil supply disruptions, and provide a boost to financial markets.

06/02/2026

(Jun 1.2026 )BREAKING: Iran's Parliament Speaker Mohammad Bagher Ghalibaf has issued his first public statement since Tehran halted negotiations with the United States.
Ghalibaf warned that Israel must stop its "crimes" in Lebanon, saying that if the attacks continue, Iran will not only suspend the dialogue process but will also "stand firmly against" Israel.
The remarks signal that Lebanon remains a key condition for any future U.S.-Iran agreement and highlight the growing risk of further regional escalation.

06/02/2026

(Jun 1.2026 )This is absolutely incredible.
Investors now view Nvidia ($NVDA) as being more creditworthy than the U.S. government.
Nvidia's 5-year Credit Default Swap (CDS) is trading at approximately 38 basis points, slightly below the U.S. sovereign CDS at 40 basis points.
In other words, the market currently implies that Nvidia is less likely to default on its obligations than the U.S. federal government.
The numbers help explain why:
~$8.5 billion in total debt
~$10.6 billion in cash
Nearly $100 billion in annual free cash flow
Nvidia has one of the strongest balance sheets on Earth.
Even if earnings were to fall by 90%, Nvidia would still rank among the most profitable companies in the world.
The AI revolution has created something rarely seen in market history:
A company that is simultaneously one of the fastest-growing, most profitable, and most financially secure businesses on the planet.
Markets are treating Nvidia as a safe haven.
$NVDA

(Jun 1 .2026: )Hewlett Packard Enterprise ($HPE) surges over 33% after reporting blockbuster earnings driven by AI dem...
06/01/2026

(Jun 1 .2026: )Hewlett Packard Enterprise ($HPE) surges over 33% after reporting blockbuster earnings driven by AI demand.
_ Revenue: $10.68B (+40% YoY) _ EPS: $0.79 vs. $0.53 expected _ Networking revenue: +148% YoY _ AI backlog: $6.3B _ FY2026 guidance raised significantly
The AI infrastructure boom is no longer just about GPUs.
Servers. Networking. Memory. Power. Data centers.
HPE's results are another sign that enterprise AI spending remains strong and continues to expand across the entire infrastructure stack.
$NVDA $AMD $MU $NBIS $SMCI $DELL $ANET $VST

Jun 1.2026 Open Higher Despite Escalating U.S.-Iran TensionsThe U.S. carried out what it called "self-defense" strike...
06/01/2026

Jun 1.2026 Open Higher Despite Escalating U.S.-Iran Tensions
The U.S. carried out what it called "self-defense" strikes against Iranian military targets over the weekend after Iran reportedly shot down a U.S. drone. President Trump maintains that Iran still wants a deal and urged critics to stop second-guessing ongoing negotiations.
Reuters +1
_ Futures (pre-market): • Dow Futures: +363 points (+0.72%) • S&P 500 Futures: +0.28% • Nasdaq 100 Futures: +0.48%
Benzinga +1
_ Energy Markets React • WTI Crude: $90.41 (+3.5%) • Brent Crude: +2.2% • Natural Gas: +3.1%
Benzinga +1
_ Dollar Index • DXY: 98.98 (+0.07%)
Benzinga
_ Asia Closes Higher • KOSPI: +3.68% • Nikkei 225: +0.91%
Benzinga
_The market appears to be focusing on the possibility of a negotiated settlement rather than pricing in a worst-case geopolitical scenario. However, with oil back above $90 and the Strait of Hormuz remaining a key risk, volatility could remain elevated this week.
MarketWatch +1
What are you watching today?

( Jun 1.2026 )BREAKING: President Trump says talks with Iran are BACK ON and are continuing at a “rapid pace.”The anno...
06/01/2026

( Jun 1.2026 )BREAKING: President Trump says talks with Iran are BACK ON and are continuing at a “rapid pace.”
The announcement comes after earlier reports that Iran had suspended negotiations following escalating tensions in Lebanon.
Markets reacted positively to the news as hopes for a diplomatic breakthrough increased.
Developing story.

(Jun 1.2026) BREAKING: President Trump says he spoke with Israeli PM Benjamin Netanyahu and confirmed there will be “n...
06/01/2026

(Jun 1.2026) BREAKING: President Trump says he spoke with Israeli PM Benjamin Netanyahu and confirmed there will be “no troops going to Beirut.”
Trump also says the U.S. communicated with Hezbollah through intermediaries and that both sides agreed to halt hostilities:
• “All shooting will stop” • Israel will not attack Hezbollah • Hezbollah will not attack Israel
If maintained, this could mark a significant de-escalation in the Israel–Lebanon conflict.

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