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Last 24h News Summary

Finance:
• S&P 500 reached new 7,200 all-time high 3h
• S&P 500 rose 10% in biggest monthly gain since Nov 2020 1h
• Meta seeks to raise $25B from bond sale 8h
• Meta drew $96B peak demand for bond sale 4h
• Apple Q2 EPS $2.01, revenue $111.2B, authorizes $100B buyback 51m
• Eli Lilly Q1 EPS $8.55, revenue $19.80B, raises FY guide 10h
• Microsoft Q4 revenue $86.7B-$87.8B, Azure growth 39-40% 23h
• US Q1 GDP +2.0% QoQ 8h
• US personal income +0.6% MoM, spending +0.9% 8h
• US PCE +0.7% MoM, core PCE +0.3% MoM 8h
• US jobless claims 189K, continuing claims 1.785M 8h
• US Employment Cost Index Q1 +0.9% QoQ 8h
• Germany unemployment change 20k, claims rate 6.4% 13h
• US natural gas storage +79B 6h

Politics:
• Trump claims responsibility for $30B US gain on Intel 22h
• Trump says Strait of Hormuz reopening plan floated 7h
• Trump states Hormuz blockade "incredible", Iran gets no oil money 2h
• Trump expects gas prices to drop after Iran war, no Iran nuclear weapon 2h
• Trump indifferent to Powell staying at Fed 1h
• US officials: Iran war cost closer to $50B 1h
• Khamenei: Gulf to have bright future without US presence 10h
• Israeli military orders evacuation of 8 Lebanese towns 11h

Tech:
• Anthropic considering funding at over $900B valuation 23h
• Meta shares drop 10% on increased 2026 capex guidance 7h
• Meta not ruling out further layoffs 1h

Economics:
• ECB: Upside inflation risks, downside growth risks intensified 9h
• Lagarde: Digital euro enhances Europe's autonomy, urges action 8h
• Lagarde: Favorable starting point provides cushioning 8h
• Lagarde: Outlook highly uncertain, business less confident 8h
• Lagarde: Economy moving away from baseline 8h
• Lagarde: Knows ECB direction on interest rates 7h

Energy:
• Fitch: UAE exit from OPEC has no direct impact 11h