|
|
|
1.
|
Treasury issued a 60-day waiver allowing Iranian oil sales. WTI settled at $73.86, down 2.6%. It covers crude, shipping, insurance, and financing. BBG
|
|
|
2.
|
SpaceX fell 16% after launching a $20B bond sale. Down 23% in three sessions, erasing $600B. Ten days from IPO to bond sale. CNBC
|
|
|
3.
|
Alphabet dropped 5% after two AI researchers left for rivals. Shazeer to OpenAI, Jumper to Anthropic. Two of Google's best AI minds in a single day. BBG
|
|
|
|
|
4.
|
Nasdaq fell 1.32% as Amazon dropped 4.7% and Microsoft 3.2%. The Dow gained 148 points. Two markets, two directions. CNBC
|
|
|
5.
|
The Russell 2000 closed above 3,000 for the first time. Small caps up 21% in 2026. The money is rotating, not leaving. CNBC
|
|
|
6.
|
FedEx reports Q4 earnings after the close today. PCE inflation data due Thursday. CNBC
|
|
|
|
|
7.
|
Rubio flies to the Gulf today to brief allies on the Iran deal. Stops in UAE, Kuwait, and Bahrain through Thursday. Reuters
|
|
|
8.
|
Vance said Iran agreed to readmit UN nuclear inspectors. Tehran denied making any new commitments. Same deal, two versions. AP
|
|
|
|
|
9.
|
UK PM Starmer resigned. Andy Burnham expected to succeed him. Less than two years after Labour's biggest win in a generation. Reuters
|
|
|
10.
|
China sanctioned 10 US defense and rare-earth firms. Includes MP Materials, the only US rare earth mine operator. America's rare earth supply chain runs through one mine. AP
|
|
|
