NVDA

Iran and Israel exchange direct missile strikes, Brent crude surges to $95.43

A highly active overnight session dominated by Iran-Israel military escalation, a sharp Asian equity selloff led by Korean chipmakers, and renewed oil price gains.

S&P 500 win streak at risk as AI stocks retreat and Iran talks stall before payrolls

A cautious European session dominated by AI equity weakness, a eurozone GDP contraction revision, stalled US-Iran talks, and positioning ahead of US non-farm payrolls.

Drone strike on Oman oil terminal pushes Brent to $95.37 as regional tensions escalate

An active overnight session dominated by a drone strike on Oman's main crude terminal and continued fallout from Broadcom's AI guidance disappointment, lifting oil prices and pressuring Asian equities.

Iranian strikes on Kuwait airport and US bases lift oil; tariff threat widens

A volatile European session dominated by Middle East escalation, new US forced-labour tariff proposals on 60 nations, and a stronger-than-expected ADP jobs print.

Microsoft unveils MAI-Thinking-1 and Project Solara at Build 2026

Microsoft launched its first in-house reasoning model, MAI-Thinking-1, alongside a new Android-based OS for AI agent devices and an always-on enterprise assistant at Build 2026 on June 2.

Eurozone inflation tops 3% for first time since 2023 as ECB hike bets firm

A busy European session shaped by a eurozone inflation beat, oil price retreat on ceasefire progress, and sharp moves in AI-linked semiconductor stocks.

US-Iran deal uncertainty keeps oil elevated; Trump proposes 25% Brazil tariff

A moderately active overnight session dominated by Hormuz supply concerns, a new US-Brazil tariff proposal, and commodity moves in aluminum and LNG.

US intercepts Iranian missiles over Kuwait as ceasefire talks stall

A tense European session dominated by escalating US-Iran military exchanges, rising oil prices, and divergent equity moves tied to Nvidia's PC chip launch.

Israel expands Lebanon ground offensive; oil rises above $93 on ceasefire uncertainty

An active overnight session dominated by Middle East escalation, with oil prices rising sharply, yen weakness persisting, and emerging Asian equities reaching record highs on AI demand.

NVDA Q1 2026: filings, holdings, and macro context

US-Iran ceasefire MOU reached as Hormuz shipping collapses to 10% of normal

A volatile weekend dominated by competing US-Iran diplomatic and military signals, major oil inventory warnings, and a sharp tech earnings divergence centred on Dell and Zscaler.

Brent posts largest monthly decline in six years amid US-Iran deal expectations

A volatile week shaped by alternating military escalation and diplomacy in the Strait of Hormuz, sharp moves in crude, and a strong technology earnings season.

Oil falls as US-Iran agree tentative 60-day ceasefire extension

Overnight session dominated by US-Iran ceasefire optimism lifting Asian equities and industrial metals; oil declined; Blue Origin rocket explosion added aerospace uncertainty.

Brent falls below $100 as US-Iran Hormuz deal seen imminent

An active overnight session dominated by US-Iran nuclear deal optimism, sharp oil price declines, and mixed Asian equity moves amid thin holiday liquidity.

NVDA Q1 2026: filings, holdings, and macro context

Iran conflict reshapes global energy supply as Hormuz flows hit 5% of normal

A turbulent weekend dominated by Middle East energy disruption, a hawkish Fed leadership change, record Nvidia earnings, and late-breaking US-Iran peace signals