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What We're Watching Today

Econ Calendar Tues 5/26/26Chicago Fed National Activity Index 8:30 AM ETCase-Shiller Home Price Index FHFA House Price Index 9:00 AM ETConsumer Confidence 10:00 AM ETDallas Fed Manufacturing Survey 10:30 AM ETBill Announcements 11:00 AM ET3 & 6 -Month Bill Auction 11:30 AM ETMoney Supply 1:00 PM ET
Wall St futures gain on US-Iran peace talk hopes - Reuters
U.S. conducts ‘self-defense strikes’ in Iran as Trump pushes for peace deal - CNBC
Brent crude climbs as Iran vows retaliation against ceasefire violations after U.S. military strikes - CNBC
Iran’s Khamenei Says No Going Back for Middle East Rocked by War - BBG
Trump links Abraham Accords to any Iran deal - Reuters
Israel to Intensify Lebanon Strikes Amid US-Iran Deal Talks - BBG
Trump not rushing Iran deal, whacks critics as ‘losers’ - CNBC
Treasuries Gain in Catch-Up Trade as Trump Sees Progress on Iran - BBG
Treasury Curve Flashes Higher-for-Longer Warning Under Warsh - BBG
New Fed Chair Warsh Is Doomed to Break With His Campaign Pitch - BBG
Trump claims 2020 election 'rigged' at least 107 times in six months as midterms loom - Reuters
Trump, near 80, to have annual physical amid scrutiny of recent ailments - Reuters
States Flex Muscle on Antitrust Enforcement as Trump Administration Pulls Back - WSJ
Cornyn fights for political life against Trump-endorsed Paxton in Texas - Reuters
Russia threatens strikes on Kyiv defence sites, urges foreigners to leave - Reuters
Russia tells Marco Rubio U.S. citizens should leave Kyiv ahead of ‘systematic’ strikes on Ukrainian capital - CNBC
Russia's Putin provides debt relief to new Ukraine war recruits and their families - Reuters
Russia can falsify GPS signals deep into Europe, Lithuania says
ECB Set to Lift Its Inflation Outlook in June, Lane Tells Nikkei
Euro zone may face pockets of stress from private credit, not systemic risk: ECB
UK CBI retail data recovers from record low, consumer demand still weak
China, Pakistan aim to revamp economic corridor, Gwadar port
Japan slips to third-largest creditor behind China despite record net external assets - Reuters
Dollar finds footing on wavering hopes for a peace deal - Reuters
Gold falls as renewed US-Iran tensions dampen peace hopes, clouds interest rate outlook - Reuters
$ASTS $FLY $LUNR $RDW$RKLB $SATS $VOYG $SPCXSpace stocks extend gains on optimism around SpaceX public debut
$SPCX Exclusive: Pentagon spars with SpaceX over Starlink price hike during Iran war - Reuters
$SPCX Musk abandoned his own ‘solar electric economy’ to burn gas for an AI chatbot no one uses - Electrek
$RACE (-2.9% pre) Ferrari shares skid after unveiling its first fully electric car
$QBTS (+0.3% pre) D-Wave receives year 2 funding for quantum computing project - SI
$NOK (+1.6% pre) Nokia’s 140% Rally Turns AI Comeback Into Valuation Puzzle - BBG
$BP (-5.8% pre) BP removes Chairman Albert Manifold in surprise move - Reuters
$NAKA (-5.3% pre) Nakamoto Inc expands board, appoints CIO Tyler Evans as director - SI
$EL (+1.3% pre) Estée Lauder exits Puig talks, preserves firepower for selective M&A - Reuters
$HON (+1.2% pre) Honeywell's Quantinuum targets $12.7 billion valuation in US IPO
$PM $MO Big Tobacco comes out on top after US FDA shake-up - Reuters
How Trump's bank regulators are paring back supervision - Reuters
$NNE (+10.4% pre) NANO Nuclear acquires transportation firm for up to $13 million
$GOOGL (+0.2% pre) EU plans to fine $GOOG Google high triple-digit million euro sum, Handelsblatt reports
$YOU (+2.9% pre) CLEAR partners with Samsung to add digital passport ID to Samsung Wallet
$WULF (+5.0% pre) WULF - TeraWulf Expands Infrastructure Platform with Acquisition of 1+ GW Eastern Kentucky HPC CampusNew “Muskie Data Campus” establishes one of the largest scalable AI and HPC development sites in Kentucky
$ASX (+11.4% pre) ASE Technology getting a nice pop on this facility expansion deal.
$OKLO (+11.9% pre) Oklo selected for DOE surplus plutonium program negotiations - SI
$CIEN (+1.9% pre) Biznet Enhances Digital Infrastructure and Connectivity with Ciena
$FUTU (+5.7% pre) Futu repurchases $160 million in shares under buyback program
$MOD (+18.5% pre) Modine inks $4B deal to cool data centers behind the digital economy
$YMAT (+171.7% pre) J-Star Wins Taiwan Central Bank Backing for $60 Million U.S. Battery Plant Financing
$CRBP (-11.9% pre) Corbus reports CRB-701 shows 42.9% response rate in oropharyngeal cancer
$LLY (+0.9% pre) Lilly Agrees to Buy Trio of Vaccine Developers
$OTLK (+54.8% pre) FDA cites substantial evidence for LYTENAVA in macular degeneration
$SCYX (-11.0% pre) SCYNEXIS implements one-for-eight reverse stock split
$TNXP (+3.4% pre) Tonix presents fibromyalgia patient data at ISPOR meeting
$CMND (+10.6% pre) Clearmind Medicine receives Johns Hopkins approval for CMND-100 trial parts
$ESLT (+11.3% pre) Elbit Systems (ESLT) Q1 Earnings and Revenues Surpass Estimates
$ITRN (+4.8% pre) Ituran (NASDAQ: ITRN) posts 19% Q1 2026 growth and raises cash returns
$JOYY (+10.4% pre) JOYY Reports First Quarter 2026 Financial Results: Total Revenue Up 12.4% YoY, Substantially Expanding Shareholder Returns
$PONY (+15.5% pre) Pony AI stock surges on earnings beat and raised guidance
$VNET (+2.8% pre) VNET Group: Q1 Earnings Snapshot
$AZO (-5.0% pre) AutoZone (NYSE:AZO) Reports Sales Below Analyst Estimates In Q2 CY2026 Earnings
Top Earnings Tu 5/26 Aft: $API $APPS $BBAR $BOX $FSCO $HMR $MOD $OOMA $QFIN $SMTC $SQM $TRNS $ZS
Top Earnings Wed 5/27 Pre: $ANF $BBWI $BLRX $BMO $BNS $CPRI $DKS $DY $HAFN $MANU $MDWD $MLAB $MNRO $MOV $PDD $SPMC
$HTT (+25.4% pre) High Templar Tech Commences a Tender Offer to Repurchase up to 39 Million of its ADSs
$GSIT (+7.0% pre) GSI Technology receives preliminary inclusion in Russell 2000 index
$NCRA (+166.7% pre) Nocera plans transformation into diversified technology holding company
$OUST (+9.3% pre) Ouster partners with ARGUS to supply lidar for drone interceptor systems
$ENLT (+7.0% pre) Enlight signs 200 MW solar power deal with $GOOGL Google for Oklahoma data centers
$APP (+5.7% pre) AppLovin may face reduced near-term pressure from $META Meta competition - Boutique
$MU (+8.0% pre) Micron stock surges as UBS sees more than 100% upside from here
Upgrades 5/26: $ALB $ALNT $BAH $CGNX $LEA $MRVL $OKTA $OXY $PBA $TECX $TKR $TRV
Downgrades 5/26: $BBIO $BCML $CI $CSAN $EXE $FRO $FUTU $TIGO $VNT $VOD
+Initiations 5/26: $ATCX $AVLN $COAG $DAVE $DTM $FLNA $OGS $PS $RGS $SPTX $VRCA $WWD
-Initiations 5/26: $AMTM
$EDIT (-12.7% pre) Editas Medicine stock dips on proposed equity offering
$NUWE (-10.5% pre) Form S-1 Nuwellis, Inc.
Top Shareholder Meetings: $MRK $SMSI $VIR
Top Analyst/Investor Calls: $CRBP $PECO
Top Conferences: o Centurion One Capital Summit o Jefferies Radiopharma Summit o Jefferies Space Summit o KeyBanc Industrials & Basic Materials Conference o Stifel Ophthalmology Forum o TD Cowen Oncology Innovation Summit