$NVDA : MELIUS RESEARCH CUTS TARGET PRICE TO $315 FROM $420
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NETANYAHU PRESSES DONALD TRUMP FOR RENEWED STRIKES AGAINST IRAN
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TRUMP FAMILY-LINKED MINER SAYS IT AIMS TO GO PUBLIC IN $2 BILLION DEAL, SOURCE SAYS
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*PBOC CUTS STOCK BUYBACK RELOAN RATE TO 1% FROM 1.25%
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VITOL CEO SAYS AT END 2026 WE WILL FIND DEMAND HAS SHRUNK BY ABOUT 3 MLN BBLS PER DAY
VITOL CEO SAYS WORLD CANNOT COPE WITH A LARGER DISRUPTION THAN TODAY’S
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VITOL CEO SAYS WORLD CANNOT COPE WITH A LARGER DISRUPTION THAN TODAY’S
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VITOL CEO: OIL MARKET COULD SEE A PRETTY DIFFICULT SPRING
VITOL CEO: OIL DEMAND WILL TAKE YEAR TO RECOVER TO 2025 LEVEL
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VITOL CEO: OIL DEMAND WILL TAKE YEAR TO RECOVER TO 2025 LEVEL
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BINANCE: WORKING TO RESUME WITHDRAWALS FOR ADDITIONAL NETWORKS AND ASSETS WITH THE NEXT PHASE PLANNED FOR TUESDAY
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STRATEGY ($MSTR ) BUYS 811 BITCOIN, REPURCHASES $208 MILLION IN PREFERRED SHARES
Strategy acquired 811 BTC for $65.5 million at an average price of $80,846 per Bitcoin, bringing total holdings to 849,327 BTC.
The company also sold 1.18 million MSTR shares, raising $164 million, with $98.5 million allocated to USD Cash.
Strategy repurchased $208.2 million of STRC preferred shares during the week.
Its USD Reserve stands at $4.79 billion, with another $132.7 million in USD Cash.
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Strategy acquired 811 BTC for $65.5 million at an average price of $80,846 per Bitcoin, bringing total holdings to 849,327 BTC.
The company also sold 1.18 million MSTR shares, raising $164 million, with $98.5 million allocated to USD Cash.
Strategy repurchased $208.2 million of STRC preferred shares during the week.
Its USD Reserve stands at $4.79 billion, with another $132.7 million in USD Cash.
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LYNX EQUITY WARNS APPLE OF NEAR-TERM SUPPLY PRESSURE, SEES 2027 RECOVERY
Lynx Equity expects Apple ($AAPL ) to face significant supply shortages and pricing pressure in the December quarter, potentially resulting in weaker-than-expected guidance.
Consensus forecasts just 6% year-over-year growth in total revenue and iPhone sales.
However, the firm expects memory and flash supply constraints to ease in the second half of 2027, potentially supporting a strong stock recovery.
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Lynx Equity expects Apple ($AAPL ) to face significant supply shortages and pricing pressure in the December quarter, potentially resulting in weaker-than-expected guidance.
Consensus forecasts just 6% year-over-year growth in total revenue and iPhone sales.
However, the firm expects memory and flash supply constraints to ease in the second half of 2027, potentially supporting a strong stock recovery.
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IRAN LEAVES DOHA TALKS AS NEW US DEAL PROPOSAL CIRCULATES
Iranian officials have left Doha following indirect negotiations with Washington, as a draft proposal for a potential agreement circulates.
Tehran insists that the US naval blockade must end before any final agreement or reopening of the Strait of Hormuz.
Iran has reportedly offered to reopen the strait within 48 hours under a deal, compared with an earlier seven-day timeline.
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Iranian officials have left Doha following indirect negotiations with Washington, as a draft proposal for a potential agreement circulates.
Tehran insists that the US naval blockade must end before any final agreement or reopening of the Strait of Hormuz.
Iran has reportedly offered to reopen the strait within 48 hours under a deal, compared with an earlier seven-day timeline.
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IRAN'S IRGC REPORTS OIL TANKER STRUCK NAVAL MINE IN STRAIT OF HORMUZ
Iran's Revolutionary Guard (IRGC) says a tanker struck a naval mine and caught fire in the eastern Strait of Hormuz, according to Fars News Agency.
The IRGC claims the vessel was operating in a restricted area with its navigation systems disabled.
Iranian officials warned other tankers against entering high-risk zones without authorization.
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Iran's Revolutionary Guard (IRGC) says a tanker struck a naval mine and caught fire in the eastern Strait of Hormuz, according to Fars News Agency.
The IRGC claims the vessel was operating in a restricted area with its navigation systems disabled.
Iranian officials warned other tankers against entering high-risk zones without authorization.
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$CRWV $CRWD - COREWEAVE PARTNERS WITH CROWDSTRIKE TO SECURE MISSION-CRITICAL AI WORKLOADS AT SCALE
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*IRAN SUPREME LEADER HAS GRANTED GOVT AUTHORITY FOR TALKS: IRNA
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IRAN'S PRESIDENT SAYS WAR WILL NOT FORCE TEHRAN TO SURRENDER
Iranian President Masoud Pezeshkian declared that military pressure will not force Iran into submission, vowing to resist what he described as foreign threats and excessive demands.
Pezeshkian said Tehran remains committed to resolving disputes through dialogue, adding that Iran's Supreme Leader has granted the government additional authority to pursue solutions.
He also pledged targeted subsidies and cheaper essential goods for disadvantaged and border regions.
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Iranian President Masoud Pezeshkian declared that military pressure will not force Iran into submission, vowing to resist what he described as foreign threats and excessive demands.
Pezeshkian said Tehran remains committed to resolving disputes through dialogue, adding that Iran's Supreme Leader has granted the government additional authority to pursue solutions.
He also pledged targeted subsidies and cheaper essential goods for disadvantaged and border regions.
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JPMORGAN SEES POST-MIDTERM MARKET DIP AS BUYING OPPORTUNITY
JPMorgan warns that renewed US-Iran conflict after the midterm elections could trigger an equity selloff and another oil price spike.
However, strategist Mislav Matejka expects any escalation to be short-lived, creating another buying opportunity.
The bank remains bullish on banks, industrials, commodities and semiconductors, while viewing gold's recent pullback as an opportunity to add exposure.
JPMorgan expects the S&P 500 to reach new highs by year-end, supported by earnings growth and stabilizing technology stocks.
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JPMorgan warns that renewed US-Iran conflict after the midterm elections could trigger an equity selloff and another oil price spike.
However, strategist Mislav Matejka expects any escalation to be short-lived, creating another buying opportunity.
The bank remains bullish on banks, industrials, commodities and semiconductors, while viewing gold's recent pullback as an opportunity to add exposure.
JPMorgan expects the S&P 500 to reach new highs by year-end, supported by earnings growth and stabilizing technology stocks.
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WHITE HOUSE'S HASSETT DISMISSES AI FINANCING FEARS
White House economic adviser Kevin Hassett says the AI investment boom remains well-financed, dismissing concerns following last week's technology selloff.
Hassett acknowledged risks among heavily indebted companies but argued that large, cash-rich investors could provide support if financing problems emerge.
He also downplayed the risk of a broader market collapse, describing recent weakness as a normal correction after substantial gains.
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White House economic adviser Kevin Hassett says the AI investment boom remains well-financed, dismissing concerns following last week's technology selloff.
Hassett acknowledged risks among heavily indebted companies but argued that large, cash-rich investors could provide support if financing problems emerge.
He also downplayed the risk of a broader market collapse, describing recent weakness as a normal correction after substantial gains.
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GOLDMAN SACHS SHARPLY RAISES OIL PRICE FORECASTS THROUGH 2027
Goldman Sachs raised its Brent crude forecast for Q4 2026 to $108 per barrel, up from $95, while increasing its WTI forecast to $96 from $85.
The bank also lifted its 2027 Brent forecast to $88 from $80 and WTI to $78 from $73.
For Q1 2027, Goldman now expects Brent at $98 and WTI at $87.
However, its 2028 forecasts were lowered to $73 for Brent and $66 for WTI.
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Goldman Sachs raised its Brent crude forecast for Q4 2026 to $108 per barrel, up from $95, while increasing its WTI forecast to $96 from $85.
The bank also lifted its 2027 Brent forecast to $88 from $80 and WTI to $78 from $73.
For Q1 2027, Goldman now expects Brent at $98 and WTI at $87.
However, its 2028 forecasts were lowered to $73 for Brent and $66 for WTI.
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