Saturday, May 9, 2026

Your Saturday morning market coffee. The week AMD gained 18.6% in a single session, Palantir's total US revenue grew 104% year-over-year, the Nasdaq reached a fresh all-time high, oil fell $7 on Iran peace hopes, and a 115,000-jobs print somehow became the most bullish number anyone had seen in months.

Week in Review

The Numbers

S&P 500 and Nasdaq closed at fresh all-time highs on Friday. The sixth consecutive weekly gain for the S&P. The Nasdaq's +4.5% week was its best since late March. The Dow lagged but nearly touched 50,000 intraday Wednesday — a psychological milestone that increasingly feels close.

The Story Arc

Monday opened with PLTR and AMD both scheduled to report after the close. Markets were cautious in the morning — the prior week's $515B capex hangover for META, AMZN, and MSFT still fresh. Palantir delivered Monday evening: EPS $0.33 vs $0.28 estimate, revenue $1.63 billion vs $1.54 billion estimate, +85% year-over-year growth — the fastest since the company's 2020 direct listing. Total US revenue grew +104% YoY; US government revenue specifically grew +84% YoY to $687M. The market's initial reaction was modest (+2.44%) because Palantir had pulled back ~18% from its late-2025 highs going into earnings — it entered the print as a beaten-down name, not after a fresh run-up. AMD simultaneously reported: EPS $1.37 vs $1.27 estimate, revenue $10.3B vs $9.85B estimate, data center revenue $5.8 billion up 57% year-over-year, and Q2 guidance of $11.2 billion — a number that came in approximately 6–7% above the Street.

Tuesday belonged entirely to AMD. Shares opened sharply higher and closed +18.61%, the stock's best single-session gain in over a year. The data center momentum was the catalyst: AMD's Q1 data center revenue of $5.8B (up 57% YoY), combined with total Q2 revenue guidance of $11.2B (6–7% above Street estimates), confirmed that AI infrastructure spend is flowing to AMD at scale. NVIDIA's Q4 FY2026 data center revenue was $62.3B per quarter; AMD's data center segment currently represents approximately 9% of NVIDIA's equivalent quarterly figure — but the 57% YoY growth rate is the market's focus. Shopify (SHOP) provided the week's first bucket of cold water: Q1 revenue beat (+34% YoY to $3.17B) but Q2 guidance of "high-twenties" percentage growth — a deceleration from 34% — sent the stock down 8.7% at the open. Japan's Nikkei 225 surged as Tokyo markets reopened from the extended Golden Week holiday, rallying toward 62,000.

Wednesday was the geopolitical turning point. US envoys confirmed they had drafted a 14-point memorandum to end the Iran war and end the Hormuz blockade — a concrete diplomatic document rather than a vague peace signal. Oil fell immediately. Brent dropped from $108 to below $104. The Nasdaq jumped 2%, the Russell 2000 set a new record. Dow intraday briefly crossed 50,000 on Thursday May 7 for the first time since February, before reversing to close at 49,596.97. Uber reported: EPS $0.72 vs $0.70 estimate, revenue $13.2B (slight miss vs $13.27B estimate), but profitability surged 44% year-over-year with $2.3 billion in free cash flow on only $65 million in capex — a capital efficiency story the market rewarded with a ~8% stock gain. Arm Holdings posted record Q4 FY2026 results: revenue $1.49 billion (+20% YoY), royalty revenue record $671M driven by data center AI chips that more than doubled year-over-year.

Thursday introduced friction. Airbnb beat on revenue ($2.7B, +18% YoY) but missed EPS ($0.26 vs $0.29 estimate) and disclosed a ~100 basis-point headwind from the Iran war in Q2 — elevated cancellations in EMEA and Asia Pacific due to the conflict. Iran announced new vessel transit rules through the newly created Persian Gulf Strait Authority (PGSA): any ship wanting to transit Hormuz must file a "Vessel Information Declaration" or be turned away. Maritime law experts called this a violation of international law. A CIA assessment leaked, concluding Iran can survive the US blockade for at least three to four more months. Oil steadied near $104 Brent.

Friday delivered the macro headline of the week: April nonfarm payrolls came in at +115,000 — nearly double the 65,000 consensus forecast — while the unemployment rate held at 4.3% and average hourly earnings rose just +0.2% month-over-month (below the +0.3% estimate). Soft wages, strong jobs, oil falling. That combination — no wage-push inflation + no labor market collapse + easing oil — is the Fed's closest thing to a gift. S&P 500 set a new all-time high, closing at 7,398.93. Nasdaq printed 26,247.08. A fresh military exchange in Hormuz (US forces fired on Iranian oil tankers attempting to evade the blockade) provided an intraday headwind, but buyers held the close.

The week's narrative: AI earnings acceleration + Iran peace draft + labor market goldilocks = Nasdaq all-time high, sixth straight weekly win for the S&P, and oil's biggest weekly retreat since the blockade began.

Biggest Movers

Winners

Losers

Market Scoreboard

Weekly Index Performance

KOSPI note: South Korea's KOSPI surged over 12% for the week — its strongest weekly performance since the 2008 financial crisis recovery. The move appears driven by a confluence of Iran peace progress (oil-price relief for Korea's energy-import-dependent economy), AMD's data center results (Korean semiconductor supply chain tailwind), and broad global risk-on sentiment.

Nikkei note: Tokyo markets returned from the Golden Week holiday to a changed world: Iran peace talks in progress, AMD confirming AI infrastructure demand, and global equities at ATHs. The Nikkei rallied ~5% in the first two sessions back.

Commodities & Rates

The oil decline is the week's defining chart. Brent falling from $111 to $104 is not small — that's a meaningful retreat from last week's $126 intraday peak. The 14-point peace memorandum drafted by US envoys broke the one-directional oil narrative that had held since February 28. Gold rose as real yields softened and the dollar eased. Bitcoin recovered, trading back above $80,000 briefly, supported by the same risk-on sentiment that sent equities to ATHs. The 10Y Treasury likely pulled back as the NFP's soft wage component (+0.2% vs +0.3% est) signaled that inflation is oil-driven, not labor-driven — an important distinction for June rate-cut pricing.

Earnings Recap

AI and Tech

The Lesson

AMD was the earnings story of the week — perhaps the quarter. A $10.3B revenue quarter with $5.8B in data center revenue growing 57% year-over-year, and a Q2 guide of $11.2B (+46% YoY), confirms that the AI infrastructure supply chain is not a one-hyperscaler story. Last week, three hyperscalers collectively committed $515B in capex. This week, AMD confirmed it is receiving those purchase orders — and accelerating faster than even bullish models anticipated.

Palantir's 104% total US revenue growth deserves its own reading. $687M in US government AI contracts in a single quarter is not software-as-usual. It represents the US military and intelligence community making a structural commitment to AI deployment at scale. The US commercial side (+133% YoY) confirms the government-to-enterprise adoption pipeline is real — agencies normalize on PLTR platforms, and corporates follow the same architecture.

Shopify's 8.7% drop is a useful teaching moment. The company beat Q1 estimates across every metric. GMV was $100.74B, up 35%. Revenue was $3.17B, up 34%. Operating income was strong. The stock fell because management guided Q2 to "high-twenties" growth — a deceleration from 34%. In a high-multiple stock (P/E ~108-131), the market prices the future, not the past. A guide that shows the growth rate peaking is treated as a warning signal regardless of the underlying business quality.

Uber's capital efficiency is the sleeper story. $2.3 billion in free cash flow on $65 million in capex is a 35:1 FCF-to-capex ratio. While the hyperscalers are spending $650B+ per year to build AI infrastructure, Uber generated $2.3B FCF from a taxi-and-delivery network that requires almost no capital expenditure. These are two entirely different models of value creation coexisting in the same bull market. The rideshare_mobility thesis is a pure profitability bet; the ai_infrastructure_layer thesis is a capex-cycle bet. Both worked this week.

Airbnb disclosed what the Iran war does to travel. "Slightly elevated cancellations across EMEA and Asia Pacific due to the Iran war" — a 100 basis-point headwind in gross bookings for Q2. The war is appearing in Airbnb's booking data in the same way it appeared in Meta's daily active people count last week. A naval blockade on one strait is now visibly reshaping consumer behavior on four continents.

Geopolitical Update

Iran/Hormuz: The Peace Draft and the Skirmish

• Tue May 5: US paused "Project Freedom" — the naval convoy operation guiding ships through the strait — citing "great progress" in diplomatic talks with Iran. Oil fell modestly.
• Wed May 6: US envoys confirmed a 14-point memorandum had been drafted to end the Iran war. The memo is understood to cover Strait re-opening terms, nuclear program constraints, sanctions relief, and a ceasefire framework. Oil fell hard: Brent from ~$108 to below $104. Markets rallied globally.
• Thu May 7: Iran announced and publicized new PGSA rules (the PGSA was formally founded Mon May 5; news of its vessel-transit requirements circulated Thursday May 7): all vessels must file a "Vessel Information Declaration" form. Iran controls which ships pass and imposes a cargo tax. Maritime lawyers called this a violation of UNCLOS. CIA assessment leaked: Iran can outlast the US blockade for at least three to four months before severe economic hardship. Market's read: this is a "negotiating stance," not a rejection.
• Fri May 8: US forces fired on two Iranian oil tankers attempting to evade the blockade in the Gulf of Oman. A satellite-detected oil spill (~80,000 barrels) was reported near Iran's main crude export terminal. Fresh exchange of fire between US Navy and Iranian forces in the strait. The headline partially offset the morning's NFP rally.
• Pakistan's role: Pakistan's foreign minister stated this week that he is "hopeful" a US-Iran deal can happen soon. Pakistan continues to serve as the primary back-channel diplomatic conduit.

Net assessment: The 14-point memorandum is the most concrete diplomatic artifact to emerge since the blockade began. That it leaked (or was allowed to leak) suggests both sides want to signal progress. The PGSA rules and Friday's skirmish are simultaneously consistent with Iran hardening its position AND with the negotiation theater that precedes deals. Oil at $104 is the market's vote: 40% probability of a deal, down from near-zero six weeks ago.

NFP and the Fed: Cooling Without Collapsing

April nonfarm payrolls came in at +115,000, well above the 65,000 consensus (which had embedded significant tariff-shock pessimism). Unemployment held at 4.3%. Average hourly earnings rose +0.2% month-over-month (below the +0.3% estimate) and +3.6% year-over-year (below the +3.8% estimate).

The composition matters: job gains in health care (+37K), transportation and warehousing (+30K), and retail trade (+22K). Federal government employment declined (-9K), information fell (-13K), manufacturing fell (-2K). This is a labor market that is cooling in the sectors the Fed cares most about (information, manufacturing) while holding up in the sectors least sensitive to tariffs or AI disruption (health care, logistics, retail).

The wage data is the critical signal. If inflation were driven by a wage-price spiral, +3.6% annual wage growth alongside 4.3% unemployment would concern the Fed. But March CPI showed headline inflation of +3.3% YoY, driven overwhelmingly by energy (+10.9% in March alone). Wages growing at 3.6% with energy-driven CPI at 3.3% = real wages are barely positive, workers are not getting ahead, and the Fed's 2% target is still far — but the mechanism is wrong for an orthodox rate-hike response. Oil is the inflation driver. Oil is falling this week. The June rate-cut debate just got more interesting.

Kevin Warsh: The Final Week

The Senate is expected to vote on Kevin Warsh's confirmation as Fed Chair as early as May 11 — the week ahead. If confirmed (Republicans hold 53 seats; confirmation needs simple majority; at least one Democratic senator, Fetterman of Pennsylvania, has signaled support), Warsh would take the Chair on May 15 when Powell's term expires. The Banking Committee vote was the first fully partisan Fed Chair vote in the committee's history (13-0 Republicans, 0-11 Democrats).

Warsh's first policy meeting as Chair would be June 16-17 FOMC. His stated position: the Fed must "stay in its lane" on independence — but he has also argued for faster rate reductions than Powell when the data permits. This week's NFP data (strong jobs, soft wages, falling oil) is exactly the kind of data that gives a Warsh-led Fed cover to cut in June if April CPI (releasing May 12) cooperates.

Other Developments

• US-China: The Geneva tariff truce remains in effect (US tariffs on China: 30%; China on US: 10%). The Trump-Xi summit is confirmed for May 14–15 in Beijing; dates were announced in late March.
• Dow 50,000: The Dow approached 50,000 intraday on Thursday — coming within striking distance of a level it first crossed in February 2026 — before giving back the gains. Friday's close at 49,609.16 leaves the milestone in reach.
• KOSPI's 12.7% week: South Korea posted its best weekly performance since 2008. Korea is among the most exposed economies to both Iran (major oil importer) and AI infrastructure (Samsung, SK Hynix direct AMD/NVIDIA supply chain). Peace progress and AMD's data center beat hit both levers simultaneously.

Strategy Scorecard

Winners

Mixed

Losers

MVP of the Week

ai_infrastructure_layer. For the second consecutive week, this strategy sits at the intersection of the market's biggest move. Last week it was the hyperscalers committing $515B in capex; this week it is AMD confirming the purchase orders are already arriving ($5.8B data center revenue, +57% YoY, Q2 guide +46%). ARM's record royalties — with data center AI chips more than doubling year-over-year — provide corroborating evidence. The thesis: when three of the world's largest companies simultaneously commit to record infrastructure spend, own the supply chain layer beneath them, not the spenders themselves. The AMD +18.6% session is the theory applied. Honorable mention: rideshare_mobility — Uber generating $2.3 billion in free cash flow on $65 million of capex is a capital efficiency story that the AI capex era makes look increasingly attractive by contrast.

Next Week Preview: May 11 – May 15, 2026

Economic Calendar

Political / Central Bank

Geopolitical Watchlist

• Iran/Hormuz: Did the 14-point memorandum produce a formal Iranian response? If Iran accepts the framework, oil could retrace to $85-90 rapidly — and every oil-dependent thesis in the portfolio needs to be reassessed. If Iran rejects and the Friday skirmish escalates, Brent could retest $110+.
• April CPI: The Hormuz blockade drove gasoline prices up 21.2% in March (accounting for three-quarters of headline CPI). If gasoline pulled back in April (consistent with the oil price action we're seeing), April CPI could surprise to the downside — possibly below 3.0% headline. That would be the single most market-moving data print of 2026 to date.
• Warsh's first statement: The market will parse any public remark from Warsh-as-Chair for signals on June rate-cut probability. His hearing testimony leaned toward "stay in its lane" independence, but his academic record suggests he sees the current inflation as transitory-and-oil-driven, which could make him more dovish than feared.
• Trump-Xi summit: Confirmed for May 14–15 in Beijing. The summit agenda will likely cover tariffs, rare earths, and the Iran situation. Outcomes would immediately move CNY, EM equities, tariff-sensitive names.
• Dow 50,000: The index briefly crossed 50,000 intraday on Thursday before closing the week at 49,609.16 — 391 points shy of the milestone. A single strong CPI print could deliver it next week.

Monday Setup

Scenario A: CPI disappoints (inflation stickier than expected, ~35% probability)

April CPI prints +3.2-3.3% headline despite oil pullback — core services inflation still elevated. Warsh confirmed but market reads his mandate as "no June cut." Bond yields back to 4.35-4.45%. Tech multiple compression. Energy defensive. Action: reduce ai_mega_ecosystem and ai_infrastructure_layer tactical positions to make room; extend warflation_hedge if oil stabilizes; consider quality_factor as defensive rotation.

Scenario B: CPI cooperates, Warsh confirmed, Iran stable (~40% probability)

April CPI prints +2.9-3.1% — oil deflation shows up in the data. Warsh confirmed smoothly. No new Iran escalation. June rate-cut odds jump to 60%+. Nasdaq toward 27,000, Dow touches 50,000, rate-sensitive sectors (REITs, utilities, small caps) re-rate. Action: add to core_satellite on the CPI print; extend small-cap exposure via small_cap_value_rotation; gold_bug holds as real yields ease.

Scenario C: Iran deal announced or collapses (~25% probability)

The binary Iran scenario dominates everything else. Deal: oil to $85, gas deflation accelerates April CPI interpretation, dual tailwind for equities. Collapse and escalation: oil back to $115-120, CPI stays hot, Warsh's first act as Chair is navigating stagflation optics. Action for deal: trim warflation_hedge aggressively; rotate into global_airlines_travel (ABNB, airline names directly benefiting from Hormuz re-opening); global_rotation to benefit EM oil importers (Korea, India). Action for collapse: warflation_hedge extends; crisis_rotation defensive posture.

Position Sizing

• Core (locked strategies): keep at full weight through CPI print
• Tactical: max 2% per name, only after CPI confirmed direction
• Cash: hold 12-15% going into May 12 CPI
• Do not reduce AI infrastructure exposure before CPI — the earnings cycle (AMD, PLTR) has re-set the fundamental case regardless of macro

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The Inversion: How 115,000 Became the Most Bullish Number of the Week

A meditation on how the same jobs number would have cratered the market four years ago, why the logic has completely reversed, and what it means that employment data is now the Fed's permission slip to cut.

On the morning of Friday, May 8, 2026, the Bureau of Labor Statistics reported that the American economy added 115,000 nonfarm payroll jobs in April. The consensus forecast had been 65,000. The market — already positioned for a weak print due to tariff uncertainty and the Hormuz disruption — received a number that was 77% stronger than expected. The S&P 500 hit a new all-time high by midday.

If you had fallen asleep in 2022 and woken up today, this outcome would make no sense.

The 2022 Rule: In June 2022, the same scenario played out in reverse. NFP came in at +372,000 — much stronger than expected. The S&P 500 was essentially flat (−0.08%) on the release day; the Nasdaq actually gained 0.12%. The large 2022 market drops on macro data were typically driven by CPI prints — where strong inflation forced the Fed's hand — not by strong employment prints directly. But the era's logic was clear: strong jobs meant the Fed would hike rates more aggressively, raising the discount rate on future earnings and crushing growth stock multiples. Strong jobs were directionally bearish for multiples.

The 2023-2024 Rule: The era of "bad news is good news" entered a second phase. Jobs reports began to matter more for what they implied about recession timing than about Fed aggression. A weak print in early 2024 — NFP below 100K — sent markets tumbling because the fear shifted from inflation to contraction. Strong jobs were good again, but for a different reason: they meant the economy wasn't falling off a cliff. Bad jobs were bad. Good jobs were good. We were back to normal, or so it seemed.

The 2026 Rule: Here's where it gets interesting. April's +115,000 — nearly double the 65,000 estimate — landed in a market facing a specific type of inflation: oil-driven, geopolitically-caused, not labor-market-generated. March CPI headline was +3.3% YoY. The energy component drove 10.9% of that increase. Gasoline accounted for three-quarters of the monthly rise. Meanwhile, average hourly earnings in April grew just +0.2% month-over-month (+3.6% annualized) — below expectations. Wages are cooling even as employment holds up.

This combination has no historical precedent in the post-Volcker Fed era. Normally, strong employment feeds wage growth, which feeds services inflation, which forces the Fed to hike. The transmission mechanism is: jobs → wages → services prices → Fed reaction. That mechanism is broken in 2026 because the inflation vector is not wages — it is a naval blockade on a 21-mile-wide strait that carries roughly 20% of the world's total oil consumption (or about 25% of global seaborne oil trade).

The Fed cannot cure a Hormuz blockade with a rate hike. It can cure a wage-price spiral with one. April's +0.2% wage growth signal says: this is not a wage-price spiral. The inflation is external, temporary (at least in its current intensity), and geopolitically reversible. If the 14-point peace memorandum produces a Hormuz deal, gasoline prices fall, CPI follows, and the Fed's justification for holding at 3.50-3.75% evaporates.

This is why 115,000 was bullish. The mechanism runs: strong jobs + soft wages = labor market cooling without wage-push inflation. Oil was already falling on peace deal optimism. The NFP data confirmed the piece the market needed: the US economy is not contracting under tariff pressure, and its inflation is not self-reinforcing. The two requirements for a June rate cut — falling inflation + stable employment — were both checked by a single morning's data.

The second-order implication is about the tariff assumption. The 65,000 consensus forecast embedded significant pessimism about the tariff regime disrupting hiring. Companies were expected to pause hiring in March-April as they waited for tariff clarity. Instead, health care added 37,000 jobs, transportation and warehousing added 30,000. The supply chain diversification effort — companies rerouting inventory through Mexico, Vietnam, and domestic ports — is apparently creating its own logistics employment. The tariff shock created a logistics employment boom at the same time it was supposed to be destroying jobs. The models missed this.

The third-order implication is about the Goldilocks duration. In 2021-2022, Goldilocks lasted about eight months before wage growth and supply-chain disruption created a self-reinforcing inflation cycle. The question in 2026 is whether the current Goldilocks — strong employment, cooling wages, oil-driven-but-reversible inflation — is durable or fragile. The answer depends almost entirely on what happens in the Strait of Hormuz. If the blockade ends and oil pulls back to $80-85 over three months, April CPI will look like the turning point. If the blockade hardens and oil spikes back to $120+, the entire favorable interpretation of this week's NFP evaporates.

This is why the Monday setup scenarios weighted "Iran deal" as the dominant variable, not the NFP itself. The NFP print was the most bullish number of the week in a vacuum. But vacuums don't exist in a wartime energy market. The same number that sent the Nasdaq to an all-time high on Friday could reverse its entire implication the following Tuesday if Hormuz re-escalates and energy CPI for April comes in hotter than expected.

The relevant strategy implications:

The momentum_crash_hedge is designed for exactly this kind of uncertainty. The market is at an all-time high on the strength of a 77%-above-consensus jobs print whose positive interpretation is conditional on a geopolitical resolution. The strategy's defensive sleeve is a hedge against the "the peace deal fell through and oil went back to $120" scenario. That is not a low-probability event.

recession_detector should be flashing cautiously green: +115K jobs, 4.3% unemployment, no leading indicators of imminent contraction. But the 65,000 consensus reflects the genuine uncertainty about whether tariffs create a delayed hiring contraction in May-June. The detector may be green today and yellow in 60 days.

unemployment_momentum is worth monitoring. At 4.3%, unemployment is still the Fed's threshold for "not yet tight enough to cut." If May NFP comes in at 115K+ again (released June 5), the June 16-17 FOMC meeting becomes genuinely live for a cut — and whoever is sitting in the Chair for that meeting will be Kevin Warsh, inheriting a data set he did not generate.

The deepest irony of the week: a war that was supposed to destroy the economy by blocking oil transit has, through its deflationary reversal, given the Fed cover to cut rates. The same geopolitical event that sent Brent to $126 three weeks ago is now the mechanism driving both oil deflation and potential monetary easing. The Hormuz crisis may have accelerated its own resolution by making a rate cut contingent on peace — and the market has now priced that possibility into six consecutive weekly S&P 500 gains.

Now go watch the Senate vote on Warsh next week. Procedurally unremarkable. Historically important.

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Sources:
- Stock Market Today May 8, 2026: Nasdaq, S&P 500 jump as strong April jobs report overshadows fresh military exchange — TheStreet
- S&P 500 Analysis: 7,390 ATH After NFP Beats at +115K — FX Leaders (May 8, 2026)
- Stock Market Today, May 6: AMD Surges After Q1 Beat and Strong Q2 Data Center Outlook — The Motley Fool
- Stock Market Today May 6, 2026: Nasdaq rises 2%, Russell 2000 and S&P 500 set new record — TheStreet
- AMD Reports First Quarter 2026 Financial Results — AMD IR
- AMD Q1 2026 earnings report — CNBC (May 5, 2026)
- AMD Q1 2026 slides: data center surge drives 38% revenue growth — Investing.com
- Palantir Reports Q1 2026 U.S. Revenue Growth of 104% Y/Y — Palantir IR
- Palantir Q1 2026 earnings report — CNBC (May 4, 2026)
- Shopify Q1 2026 revenue surges 34%, stock falls on concerns — Investing.com
- Uber Q1 2026 earnings: profitability surges 44% — Investing.com
- Uber Q1 2026 earnings — CNBC (May 6, 2026)
- Arm delivers record-breaking quarter and full-year results — Arm Newsroom (May 6, 2026)
- Airbnb Q1 2026 earnings: revenue beat, profit miss — Yahoo Finance
- Airbnb Q1 2026 earnings — CNBC (May 7, 2026)
- The Employment Situation — April 2026 — Bureau of Labor Statistics (May 8, 2026)
- Jobs report April 2026 — CNBC (May 8, 2026)
- April Jobs Report Shows Labor Market Remains Steady — Kiplinger
- The U.S. fires on Iranian tankers trying to evade its blockade — NPR (May 8, 2026)
- U.S. intelligence says Iran can outlast Trump's Hormuz blockade for months — Washington Post (May 7, 2026)
- Iran says Strait of Hormuz passage to be ensured after US pauses operation — Al Jazeera (May 6, 2026)
- Pakistan says it's hopeful a U.S.-Iran deal can happen soon — NPR (May 6, 2026)
- Iran imposes new rules for Hormuz in effort to cement control — CNN (May 7, 2026)
- U.S. military says it intercepted Iranian attacks on 3 Navy ships in Strait of Hormuz — NPR (May 7, 2026)
- Trump Fed pick Kevin Warsh clears key Senate hurdle — CNBC (Apr 29, 2026)
- Senate panel advances Kevin Warsh's nomination for US Fed chair — Al Jazeera
- Dow Jones Industrial Average blue-chip index edges to 49,609 — BBN Times
- Nasdaq Composite weekly review: tech index hits all-time high — BBN Times
- Akamai Technologies shares up ~26.6% — TheStreet (May 8, 2026)
- WTI crude oil price analysis for May 8, 2026 — FX Daily Report
- Current price of oil as of May 8, 2026 — Fortune
- Nikkei 225 today: Japan's benchmark returns from holiday — BBN Times
- US stock market today May 7, 2026: Dow crosses 50,000 — Sunday Guardian Live
- 2026 Strait of Hormuz crisis — Wikipedia
- 2026 United States naval blockade of Iran — Wikipedia
- Consumer Price Index release schedule 2026 — BLS
- Earnings This Week May 4-May 8, 2026 — TipRanks

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