The Brutalist Report

CNBC

• Australia and Japan markets set to climb, looking past Iran war escalation fears [14d]
• Apple delivers a nearly perfect quarter, with a CEO change and an AI update ahead [14d]
• Veeva Systems to join S&P 500 index, replacing Coterra Energy [14d]
• Jim Cramer says the market’s biggest winners all have one thing in common [14d]
• FISA Section 702: Congress passes short-term surveillance program extension just before deadline [14d]
• Rivian renegotiates DOE loan down to $4.5 billion, adjusts capacity plans for Georgia plant [14d]
• Intel's stock more than doubles in April for best month in chipmaker's 55 years on Nasdaq [14d]
• Reddit reports 69% jump in revenue, topping analyst estimates [14d]
• Trump says 'I don't think about' another assassination attempt [14d]
• Inside the Fed: Powell vows he won't be a 'shadow chair,' but a Warsh clash will be tough to avoid [14d]
• S&P 500 heads for its best month since 2020 — plus, Apple earnings on deck [14d]
• Trump administration finalizes federal student loan caps—what it means for borrowers [14d]
• Markets are underpricing the risk of Middle East pullback in AI, says tech investor Jack Selby [14d]
• AI boom: Big Tech capital expenditures now seen topping $1 trillion in 2027 [14d]
• Cardinal Health is getting pummeled on mixed results — here's our plan for stock [14d]
• Trump taps Nicole Saphier for surgeon general after pulling Casey Means nomination [14d]
• Eli Lilly shares surge on a beat-and-raise, proving the stock's swoon was a mistake [14d]
• Apple's stock has gone nowhere for 6 months. Traders expect a wild ride Thursday night [14d]
• Apple execs to talk China and tariffs, but will avoid discussing foldable iPhone, per bettors on Kalshi [14d]
• DHS shutdown set to end after House passes bill to fund most of agency, including TSA [14d]
• U.S. senators ban themselves from prediction markets trading [14d]
• Pricey NFL, NBA ownership stakes are pushing investors to smaller leagues and driving valuations higher [14d]
• Blue Owl shares surge after private credit firm cites 10X gains from SpaceX loan [14d]
• House strips MAHA-hated pesticide provisions from farm bill [14d]
• Apple eyes iPhone growth in first earnings report since Tim Cook's announced exit [14d]
• Google cloud growth tops Microsoft and Amazon as all three beat estimates on AI demand [14d]
• Hershey says GLP-1s are driving higher gum and mint sales [14d]
• Trump expected to sign executive order expanding retirement account access for workers [14d]
• California gas prices hit $6 per gallon as fuel costs jump nearly 30 cents in a week across the U.S. [14d]
• Cole Allen agrees to stay in jail before his Trump assassination attempt trial [14d]
• Trump to get briefed on potential Iran strikes before war hits key 60-day deadline: Reports [14d]
• FDA proposes excluding Novo, Lilly weight loss drugs from bulk compounding list in win for the companies [14d]
• Bank of England faces the 'most difficult combination,' says governor Bailey as energy prices soar [14d]
• Treasury Department announces new Series I bond rate of 4.26% for the next six months [14d]
• Alphabet pops, Meta tanks as each company raises capex spend [14d]
• Republicans could still win the House in the 2026 midterm election: Scalise [14d]
• Gemini sets sights on derivatives expansion after winning key U.S. regulatory approval [14d]
• In a tight job market, small businesses may offer opportunities for new college grads [14d]
• Boaz Weinstein’s activist investor Saba seizes control of UK tech fund after bitter SpaceX feud [14d]
• Core inflation rate hit 3.2% in March, as expected; GDP grew 2% in first quarter [14d]
• More than 20,000 people are taking Eli Lilly's weight loss pill Foundayo, CEO says [14d]
• European Central Bank keeps rates on hold in the face of inflation threat [14d]
• Trump said his blockade would cause Iran's oil industry to 'explode' this week. Why that won't happen [14d]
• Lawyers to the wealthy warn that AI legal advice comes with serious risks [14d]
• Bank of England keeps rates on hold at 3.75% as Iran war shakes outlook [14d]
• Here's why surging oil prices may not derail the consumer trade [14d]
• Merck beats quarterly estimates on strength of Keytruda and new products, narrows outlook [14d]
• Eli Lilly will report first quarter earnings before the bell. Here's what Wall Street expects [14d]
• Euro zone inflation jumps to 3% as economic growth almost stalls [14d]
• Democrats urge CFTC to rein in prediction markets sports betting, insider trading [14d]
• Private credit fears loom large over Europe’s banks this earnings season [14d]
• U.S. weighs 'reduction' of troops in Germany as Trump's feud with Berlin deepens [14d]
• South Korea's Kospi clocks best month in 28 years as tech optimism triumphs over Iran war worries [14d]
• Jeep maker Stellantis beats expectations as first-quarter operating income tops $1 billion [14d]
• Volkswagen posts 14% drop in first-quarter profit on tariff pressure, China competition [14d]
• Israel’s economy and financial markets are booming — even as conflict rages in the Middle East [14d]
• SoftBank reportedly weighs $100 billion valuation for new AI and robotics spinout in potential U.S. IPO [14d]
• European markets set for lower open as oil prices surge; ECB and BOE decisions ahead [14d]
• Nvidia just invested in the AI legal startup that's splashing Jude Law ads everywhere [14d]
• China factory activity tops expectations in April — but growth slows as new orders soften [14d]
• Investors still trust Google more than Meta when it comes to spending their money on AI [14d]
• Inside India newsletter: AI is exposing cracks in India’s growth story as it hits high-paying IT jobs [15d]
• Oil extends gains with Brent at $120 as fears of an extended U.S.-Iran conflict rise [15d]
• Microsoft delivers a promising quarter but can't shake the software fears [15d]
• Samsung profit surges over eight-fold to beat estimates as AI boom fuels memory chip crunch [15d]