Be in the know. 10 key reads for Memorial Day…

  1. ‘Mandalorian and Grogu’ Tops Box Office as Disney Bets on ‘Star Wars’ Revival (nytimes)
  2. How to think about the Iran war — and what it means for oil and stocks (nypost)
  3. US, Iran Edge Closer to Deal But Still Need to Negotiate Points (bloomberg)
  4. Hassett Says Ending Iran War May Create Room for Fed Rate Cut (bloomberg)
  5. Citi says AI-linked boost to inflation presents Fed a ’dovish opening’ (investing)
  6. Beware the boom and bust cycle of memory stocks, investors warn amid AI excitement (cnbc)
  7. Hedge fund tech positions hover near record highs, Goldman Sachs says (yahoo)
  8. Is The Entire AI Boom Built On Fake Revenues? (zerohedge)
  9. AI Rally Drives Best Run in Global Momentum Stocks on Record (bloomberg)
  10. 1 In 4 Cars Sold Globally Is An Electric Vehicle (zerohedge)