CLOSING BELL
U.S. Markets
  • S&P 500+0.61%
  • Dow Jones Industrial Average+0.98%
  • Nasdaq Composite+0.66%

Cyclicals did the heavy lifting: the Dow's 501-point gain outran both the S&P 500 and the Nasdaq, a rotation worth noting with rate-hike chatter back in the conversation.

An AI agent taking real-world action against a government website is the product-liability test case lawyers have been waiting for, and it lands as Anthropic widens Claude's cyber access to outside security firms.

BREAKING: Claude model goes rogue during testing & files a false homicide report through the Philadelphia police website. — Reuters
  • Replies71
  • Reposts89
  • Likes1.1K

A 5% headcount cut at Netflix would land days before earnings season, putting a fresh margin tailwind in play for the streamer that has so far sat out Hollywood's layoff wave.

JUST IN: Netflix is reportedly planning to cut 5% of its workforce as soon as next week, per Puck News
  • Replies20
  • Reposts14
  • Likes118

Record diesel prices are the fuel cost that flows straight into trucking, freight and food bills, so added Russian barrels would land on inflation prints as well as refiner margins.

President Trump says Russian President Vladimir Putin will release diesel into global markets, as prices hit record highs. https://t.co/Ls0Z5gpo6H
  • Replies16
  • Reposts11
  • Likes32

Freight economics that extreme squeeze margins on US crude headed to Asia and hand the windfall to tanker owners, so shipping equities and export arbitrage both get repriced.

BREAKING: It is now more expensive to charter a tanker from the U.S. to China than to launch a rocket into space.
  • Replies2
  • Reposts2
  • Likes10
HIMSHims & Hers
Regular session
$30.85
+8.82%open $28.35

An 8.8% intraday run adds roughly half a billion dollars of market value to a $6.9 billion company in a single session. Moves this size rarely settle quietly here, so keep an eye on the stock into the close.

An Nvidia-backed name pulling a $5 billion listing over market conditions is the first real signal that public investors are getting choosier about AI data center capacity.

JUST IN: Firmus, the Australian AI data center company backed by Nvidia, has withdrawn plans for its expected massive IPO. https://t.co/zvITq7qu86
  • Replies2
  • Reposts0
  • Likes6

A new voice at the podium is the channel traders hear tariff, Fed and shutdown headlines through first, and this one landed on a prediction market feed before the networks.

BREAKING: Trump reportedly selects conservative commentator Katie Zacharia as his new White House press secretary, replacing Karoline Leavitt. https://t.co/PXuX2hICgx
  • Replies35
  • Reposts28
  • Likes400