每日快讯 2026-05-31

Businesses big and small have started receiving tariff refunds after the U.S. Supreme Court ruled that President Donald Trump lacked the constitutional authority to impose higher import taxes on goods from nearly every other country.

Gated and Trapped: The Next Private Credit Redemption Crisis Knocks on the Door. June 30 Deadline. Backlog: Investors who were blocked or "gated" earlier in the year must resubmit by this date, creating a massive backlog. Charts look dire. Round 2 inbound.

Apollo's Chief Economist: Zero Evidence of AI-Related Job Losses

Feb 27 is the day before the war began. The black line is the S&P 500; it is up 10+% since Feb 27. The blue line is the S&P WITHOUT the AI stocks (see the description and repost). It is still DOWN 0.66%. Maybe soaring gas prices are having an impact on the market after all?

Trump wants the deal and expects to finalize it soon, but is keen to strengthen several points that are important to him — particularly around Iran's nuclear material, two U.S. officials said. Trump's request has launched another round of back-and-forth between the [US and Iran]

Thanks for the warm-up, @MichaelDell. 💚 We can't wait for you to see what we have planned for tomorrow. [QT @MichaelDell: We have the first @DellTech + @nvidia Vera Rubin NVL72 @CoreWeave. Here we go! 🚀]

⭕️ The IDF launched an operation, beginning a few days ago, in the Beaufort Ridge and Wadi al-Saluki area in southern Lebanon in order to dismantle terrorist infrastructure, eliminate terrorists and remove direct threats to Israeli civilians. The operation is focused on

China factory activity stalls in May as demand weakens

DTCC moving tokenized stocks, ETFs, and Treasuries onto Stellar $XLM is the kind of headline crypto waited years for… and for once, the market actually reacted.

Europe is rushing to rearm but needs time and clarity from the US to do so, Germany's Chief of Defense Carsten Breuer says.

CME gap-fill strategies are officially dead as of may 29. 24/7 BTC and ETH futures live on globex. same day CFTC approved kalshi's BTCPERP, first regulated US perpetual. weekend funding rate spikes on binance and hyperliquid perps lose their structural driver because the premium

Macron's pitch impressed Son. SoftBank placed its largest European bet. OpenAI paused its UK project over power costs 4x US rates. France runs on nuclear.

Democratic Republic of Congo's lithium miners could soon be required to triple royalty payments after the government approved the inclusion of several metals to its list of strategic minerals

Revolution Medicines Inc.'s experimental pancreatic cancer drug daraxonrasib delayed painful symptoms for months, in addition to nearly doubling survival

A hotly debated lung cancer drug cut the risk of death by 34% in a late-stage trial in China

NetApp soared 22% after earnings. Here's Morgan Stanley's new message to investors.

"everything the U.S. president says is 'a lie' aimed at controlling global energy prices." - Iranian official

Colombians are voting in presidential elections in which the economic model, counter-narcotics policies and relations with Washington are all at stake

How low will US inventories go? Where will oil prices go when inventories bottom?

Google's biggest search announcement in years just sent users to a rival. DuckDuckGo installs jumped 18% the week Google made AI mandatory, peaking near 70% on Apple devices.

Nevada's largest utility says it will need three times the electricity required to power Las Vegas just to handle proposed data centers — and it probably can't do that without fossil fuels.

I believe he is a great physicist, probably even knows how the current AI technology could help physics better than anyone. But that does not make him an expert about the current AI technology, claiming its limit or the lack thereof.

Apple isn't just going after Meta with its upcoming iPhone-connected smart glasses, @MarkGurman explains in Power On. It's going after the whole eyewear market.

We want to help the world get a head start on biodefense.

It was the best of times, it was the worst of times. [QT @DKThomp: This has quietly been a miracle month in medicine. In the last 5 weeks we've got news on: retatrutide, the triple agonist GLP-1 from Lilly, basically melting fat and body-wide inflammation at record levels - RevMed's new pancreatic cancer drug showing unprecedented results]

Congo and Uganda report 263 confirmed Ebola cases with 43 deaths, Africa CDC says

"Iran war cost: Average U.S. household paying $450 more on gas and energy," per CNBC

$662 Billion Off-Balance Sheet debt among $MSFT $GOOG $AMZN $ORCL $META

Retail investors are crushing Wall Street: Stocks most favored by retail investors outperformed those most favored by mutual funds by 16 percentage points in May, the largest gap since data began in 2018. The retail favorite stock basket covers mega-cap tech names

The 19% gain in the S&P 500 over the last 9 weeks is the 16th biggest 9-week gain for the index since 1950. What tends to follow the biggest short-term advances? More upside and above-average returns. Strength begets strength.

Israeli troops have captured a strategic mountain topped with a Crusader-built castle in southern Lebanon in the deepest incursion into the country in more than a quarter-century, the military said Sunday.

U.S. and Iran still without deal to end war after Trump says he's not in a 'hurry'

OpenAI Robotics is hiring, looking for exceptional full-stack hardware, ops, systems, and ML engineers to help us program and manufacture robots that are useful for society. AI should be able to help people in the physical world. In the short term, we are focused on robots to

Explosion kills at least 55 and injures dozens in Myanmar village: BBC

ICE, the company that owns the NYSE, just bought into circle arc's $222m presale at $3b. the parent of the world's largest stock exchange is investing in stablecoin settlement rails because they see USDC clearing as a direct threat to their own infrastructure. visa already

U.S. Sailors guide an MH-60S Sea Hawk helicopter as it lands on the flight deck of USS Milius (DDG 69) during flight operations, May 29. Milius is supporting the U.S. blockade against Iran, which has redirected 118 commercial vessels and disabled 5 as of May 31.

Waymo runs 577 robotaxis in Texas. Tesla runs 42. The same Tesla cars are still classified Level 2 in China, but self-certified Level 4 in Texas.

Beijing wiped out billions. Now it wants AI investment. The same regulators who fined Alibaba $2.8B and erased hundreds of billions in market cap are now telling its platforms to stop fighting on price and pour money into AI.

Jim Cramer has said that Nvidia, $NVDA, is a clear winner from Dell's, $DELL, monster quarter

Eli Lilly just dropped nearly $4B on 3 vaccine companies.

Sharaa tells Trump lifting remaining sanctions on Syria is crucial step to revive Syrian economy: Syrian presidency

Iran's Tasnim, citing source: Tehran to introduce changes to draft MoU text in discussions with U.S.

GRAYSCALE SUBMITS FIFTH AMENDMENT FOR HYPERLIQUID $HYPE STAKNG ETF $GHYP

NEW: SEC sues Texas man over an alleged $12.3 million crypto scheme built on fake AI trading bots.

"Workers are now taking home the smallest percent of America's economic output since records began in 1947," per MorePerfectUnion

U.S. takes step to halt Nvidia AI chip shipments to Chinese firms outside China

vietnam's ministry of finance just proposed letting SMEs use bitcoin and digital assets as bank loan collateral. first developing nation to formally embed crypto into commercial banking to solve a credit gap where 98% of enterprises get only 20% of bank credit. OKX and HashKey

we are going to reduce solana inflation read the proposal if you want then get ready to vote yes there will be no mercy this time

The US Bond Market has now been in a drawdown for 70 months, by far the longest in history.

JUST IN: Berkshire Hathaway to purchase homebuilder Taylor Morrison for $6,800,000,000.00 in cash.

South Korean stocks have more than quadrupled over the last 17 months, trouncing every other country. The reason? 2 South Korean companies in the AI memory space, both of which now have a market cap above $1 trillion: SK Hynix & Samsung.

"Corporate profits are now at the highest point since 1950," per MorePerfectUnion

New guidance closes apparent loophole created when Trump administration halted enforcement of Biden-era global restrictions on AI chip shipments in May 2025

"Far-right" Abelardo de la Espriella has officially won the first round outright… Not one poll predicted this. None. He will also pickup the vast majority of Valencia and Fajardo voters. Abelardo is now a heavy favorite in the June 21st runoff. VIVA LA COLOMBIA! 🇨🇴🐅

Amazon, $AMZN, has said to its employees, per BI: 'Don't use AI just to use AI'

More reports that Claude is deteriorating rapidly. Thankfully we have codex, which will absolutely blow people's mind

Fight! 🦾 [QT @lugaricano: Four months lag!!! If EpochAI is right, I am sorry, but for all their revenue growth, OpenAI and Anthropic are going to be making exactly 0 profits. See my and Jesús Saa-Requejo analysis of the market here]

BREAKING: These option traders have made more than one billion dollars IN PROFIT! Yes, you read that right. On March 31st, Micron $MU bulls placed nearly $50-$60 million on the $400 calls, expirying on June 18th. Their trades at ask, urgent, all thirty minutes before close.

25% Anthropic IPOs before OpenAI, per Polymarket

Half of America is more worried than excited about AI. The Amazon founder told CNBC they are reading it wrong.

AI isn't just a tech story anymore. Neil Dutta's latest RenMac report argues the AI cycle is increasingly tied to industrial order books, equity wealth, and consumer spending — well beyond the Mag 7.

These terrible numbers are particularly striking because it's not like The Mandalorian is some avant garde experiment in Star Wars storytelling. Season 1 was probably the simplest, most distilled delivery of Star Wars Space Western Vibe (TM) since A New Hope, in a good way.

US Defense Secretary Pete Hegseth told delegates at an Asia security forum in Singapore that New Zealand's target of raising defense spending to 2% of the economy is not enough

ARTHUR HAYES: "I THINK $HYPE SHOULD AT A MINIMUM OVERTAKE $SOL BEFORE THIS BULL RUN IS OVER."

Clay's Revenge — Treasury Secretary Scott Bessent's speech at the Reagan National Economic Forum was more than a defense of tariffs or industrial policy. It was the clearest public restoration of Henry Clay's American System in generations. Clay understood

Japan seeks candid dialog, defense minister says, rejecting `neo-militarism' claims

Sandoz warns cheap Chinese imports threaten Europe's antibiotic supply

AAVE at $1.27b market cap with $14.5b TVL. morpho at $1.4b market cap with $4.05b TVL. same valuation, 3.5x less deposits, zero regulatory licenses. aave has FCA and MiCA approvals, circle guaranteeing $10m revenue on arc, confirmed $1m/week buyback proposal, and chainlink SVR

Keep in mind: we have NO IDEA what the elasticity of demand is for frontier LLM tokens because they've been massively subsidized, perhaps to a greater extent than any other technology ever. But we're about to find out.

Unfortunately the building boom has not hit San Francisco yet and that's not a good thing

NEW: China's former ambassador to the U.S. says Beijing rejects Trump's "G-2" concept.

this is basically the opposite of almost every other token HYPE going up may not be a coincidence anon [QT @reisnertobias: HYPE has not yet reached a new ATH in Market cap. But Sir $HYPE Price is at ATH?! Their Token is deflationary. ATH Marketcap: $16.2b Current Marketcap: $14.7b]

Australia has long been known for its prosperous economy, with many calling it 'The Lucky Country.' But, its luck may be running out. While the overall economy is not in recession, its people are.

Americans are spending less of what they earn and more of what they saved.

The Nvidia CEO thinks $5 trillion was just the opening act, and he put a timeline on what comes next.

Apple's $380 AI bull case comes with a catch.

Saudi Arabia's Mutlaq Al-Ghowairi Contracting Co.'s shareholders are seeking up to 3 billion riyals in a Riyadh IPO, in what would be the Gulf's first major listing this year.

Costco, $COST, has said it saw 'record-breaking' gas volumes amid rising prices.

Why This Asia Fund Investor Favors South Korean Stocks Over China's Internet Giants.

Beijing had ordered reporter Vivian Wang to leave China in February, the New York Times reported days ago.

China signaled it would focus its policy for online platforms on balancing support for growth with enhanced regulatory oversight, according to a commentary in a top-level Communist Party publication.

Greece faces the prospect of a messy election next year as the country grapples with a cost-of-living crisis.

Inside the Ambitious Plan That Actually Made Home Prices in Austin Affordable Again

NEW: Philippines says it remains under "severe threat" from China despite the Trump-Xi summit.

IDF troops located weapons in the village of Zawtar al-Sharqiyah- further proof of Hezbollah's presence inside civilian areas in southern Lebanon.

Indonesia is pushing ahead with plans to centralize exports of key commodities starting June 1, casting a cloud of regulatory uncertainty over natural resource producers

Update after 4 months he's at $16K MRR [QT @levelsio: This guy is running a cluster of Claude Code terminals vibe coding apps until he hits $1,000,000 Most interesting person shipping I've seen recently]

CapitaLand Investment Ltd. said its workforce in China dropped by about 10%, or 365 people, last year as the asset manager continues to grapple with a major real estate crisis in Asia's largest economy

Nigerian politician Peter Obi will run for president in the West African nation's January elections, ensuring that the opposition to incumbent Bola Tinubu will once again be fragmented

Iran's top negotiator Qalibaf: no faith in enemy's pledges, only tangible outcomes count - IRNA

Ukraine's military said it attacked the Rosneft PJSC's Saratov oil refinery in southwestern Russia and an oil-pumping unit elsewhere, while local authorities reported overnight drone fires

SEN. CYNTHIA LUMMIS: "IF THE UNITED STATES DOESN'T ESTABLISH THE GLOBAL STANDARD FOR DIGITAL ASSET REGULATION, SOMEONE ELSE WILL. CHINA IS NOT WAITING."

Pope Leo just took society's pulse on AI. Think of it as a crisis indicator too big to ignore (via Bloomberg Opinion)

There's so much cash going to emerging markets that a pair of hedge funds that specialize in hard-to-reach debt are starting to turn away investors

44% of home insurance claims in america last year resulted in zero payout

China's AI startup MiniMax explores Shanghai STAR Market listing

7 of 9 Tesla trainers refuse to ride FSD. They're the people who watched every clip of it failing.

Chipmakers are by far the hottest stocks in the market, but their recent surge is lending urgency to the debate over whether investors are buying into an AI bubble that's due to burst

Why Trump reversed course to fast-track psychedelic drugs for mental healthcare

Growing US reliance on Chinese biotechs prompts national security fears

Nicaraguan indigenous leader Brooklyn Rivera dies after three years in jail

I wish my successor Boris Vujčić the best of luck, Vice-President Luis de Guindos tells @AndresStumpf in an interview with @expansioncom. As a pro-European, experienced central banker, he has all the qualities to be an excellent ECB Vice-President

NEW: France has arrested 780 people after riots erupted in Paris following PSG's Champions League final win.

JUST IN: NJ Gov. Mikie Sherrill urges anti-ICE protestors to "bring the temperature down" after the second straight night of clashes in Newark.

JUST IN: Japanese defense minister warns China is "rapidly expanding" its military with little transparency.

It's looking more likely that a rare 'Super El Nino' will emerge this year. Here's what to expect.

Australian home prices stagnated last month, with growth weakening across most major cities as higher borrowing costs and tax reforms sapped demand.

Corn $ZC_F Interesting that many social media trading services seem wildly bullish ag prices. The Corn market has been well synchronized with historical seasonals. Baring severe drought, Corn prices should now decline into the harvest lows as part of a larger bottoming process.

MongoDB rose 33% in the past month. Here's what Bank of America has to say about the company now.

Here's how Gap's yoga-wear maker Athleta went from must-have to 'generic'

The dominance of a few technology giants in the benchmark S&P 500 Index is now carrying over into the niche market for dividend futures and options.

To stop ships from evading sanctions, the U.S. is going to have to target their financial infrastructure, writes @JillianKayM

Malta's Labour Party won a historic fourth consecutive term in an early election called by the government as it sought a fresh mandate during a period of geopolitical uncertainty.

I am very optimistic on the future form factor of tokens and very bearish on 97% of the current tokens. We are in the middle of a very important churn and I do think better days lie ahead for the asset space and HYPE is leading that charge.

Nvidia's $182 billion Supply Chain Gamble

GStack is now one of the Top 100 Github open source projects of all time #100 and still climbing

Former VP Mike Pence said it's "deeply offensive" that a new $1.8 billion settlement fund created by the Trump administration to resolve the president's lawsuit against the IRS could be used to pay participants of the Jan. 6 Capitol riot.

Canary Data, founded by Joe O'Donnell, is making agentic AI software that performs in hours the kind of financial data and analysis tasks that used to take him days or weeks

SpaceX is not even publicly listed and 21 ETPs already in the pipeline $SPCX

Scott Strazik's cautious remarks spooked investors, opening debate about how much growth GEV can still deliver.

President Donald Trump said he's expanding the scope of his special envoy to Syria, Tom Barrack, to include Iraq.

Brazil probes two suspected Ebola cases as patients test positive for other diseases

Stablecoin demand may soon fade, BoE's Greene says

完全自相矛盾。想要科技大国崛起叙事又想同时保持社会稳定，也许还没搞懂AI对中国政权，金融和社会稳定来说，其实完全是一个负资产。

Sky UK is ending a news joint venture with International Media Investments in the United Arab Emirates that has come under criticism for its coverage of the civil war in Sudan.

"Backrooms" is the No. 1 movie this weekend, showing young filmmakers from the internet are beating big franchises at the box office

JUST IN: Zohran Mamdani is set to become the first sitting NYC mayor to not attend the Israel Day Parade in over 60 years.

Bond traders are looking to a key jobs report this week to confirm their wagers that the US economy is strong enough to push the Federal Reserve to lift interest rates by next year

Wildfire season returns to Canada's oil sands

Sweden's EQT sets $24.5 billion target for infrastructure fund

Polls in Colombia close at 5pm ET. 40% is the key threshold for far-left Cepeda. 1. If he's right at ~40%, give or take 1-2%, it will be a very close runoff race in June. 2. If he's above that and into the 40s, Cepeda will be in a very strong runoff position and the clear

This sounds like a small thing but it's big. Platforms need to stay open and it shouldn't require a lot of work to get your data. Because where the AI harness wars are going... someone else's harness is just going to be you sharecropping someone else's AI ecosystem.

Skibidi Toilet Movie beats Christopher Nolan's Odyssey in first week box office

JUST IN: Hyperliquid now projected to soar above $100 in 2026. 57% chance.

the notion that @HyperliquidX is "as sketchy as binance" is patently absurd: - hyperliquid doesn't directly invest in the assets it lists, many of them projects of questionable provenance, and then dump them via perps, launchpad and other mechanisms - hyperliquid doesn't take

Fiat currencies are in an eternal bear market against gold: Since 1971, the US Dollar has lost -99.24% of its value against gold, the 2nd-largest decline among major currencies. Over the same period, the British Pound has declined -99.57%. The Euro would have lost -99.08%

A 40,000-acre data centre won approval. The governor wrote rules. Utah just barred Kevin O'Leary's 9 GW project from proceeding under one blanket approval, forcing fresh permits at every expansion.

Mexican real estate investment trust Fibra MTY said it's acquiring peer Fibra Macquarie after the latter's shareholders backed the transaction.

The SpaceX IPO is set to clear the way for other mega-offerings. It also risks threatening the integrity of the market itself

Interim CFOs accounted for 12% of new finance chief appointments in the first quarter, double the level from a year earlier.

Spain's far-left PM Pedro Sanchez gave amnesty and citizenship to 500,000 illegal immigrants, and now hordes of unvetted African men are storming the border.

'We can't afford to wait for a ceasefire,' Senegalese farmer Abou Sow said. 'It's risky to depend on chemical fertilizers.' Iran's grip on the Strait of Hormuz has affected the supply of natural gas, essential for making chemical fertilizer, as well as global shipping.

German infrastructure fund misses its spending targets, Handelsblatt says

Brazil's state-controlled oil giant Petroleo Brasileiro SA is reducing domestic diesel prices starting Monday to shield consumers from the war in the Middle East.

AUSTRALIAN MANUFACTURING PMI FINAL ACTUAL 50.7 (FORECAST -, PREVIOUS 50.2) $MACRO

Chinese consumers are showing signs of a renewed appetite for high-end beauty and fashion products, a rare bright spot for global luxury brands after years of weak demand and margin-eroding discounts in their most important growth market

Dell introduced a redesigned XPS 13 laptop, positioning the $699 device as a direct answer to Apple's popular new MacBook Neo

Huge edge over Waymos, who tend to completely crash out if the power goes out in an area. Satellite connectivity >> cell towers

Berkshire Hathaway agreed on Sunday to buy home builder Taylor Morrison Home Corp for $6.8 billion in cash, one of the first big moves by Greg Abel, who succeeded Warren Buffett as CEO in January

Congo says number of confirmed Ebola cases rises to 282

UK Prime Minister Keir Starmer will be forced to publish hundreds of private exchanges between disgraced former ambassador Peter Mandelson and members of his government on Monday.

Andy Burnham, the Greater Manchester mayor who wants to replace Keir Starmer as UK prime minister this summer, has left open the possibility that he could call an early general election if he wins power

chutes (SN64) grew revenue 80% in 3 months from $12k/day to $22k/day. this happened AFTER the TAO halving cut daily emissions from 7200 to 3600. the entire bear case is "subsidies disappear and demand collapses" but demand is accelerating into declining subsidies. $5.7m ARR at