Sunday, May 31, 2026

Nine consecutive S&P 500 winning weeks, all three major indices at all-time highs, and a month-end close that saw the Dow cross 51,000 for the first time and WTI post its worst May since April 2025 (~−16.2%) — yet Sunday opens under the shadow of an Iranian ballistic missile that struck a Kuwaiti air base on Saturday, injuring American personnel, destroying two MQ-9 Reaper drones, and pausing the tentative 60-day ceasefire MOU that the United States and Iran had "mostly agreed" to earlier in the week but that Donald Trump has not yet signed, leaving the Strait of Hormuz — still at 4% of normal commercial volume — as the world's most consequential unsigned document, with DELL's +33% single-day reclassification (AI server revenue $16.1B, +757% YoY) and Samsung's world-first HBM4E sample shipment six months ahead of schedule providing the AI-infrastructure counterweight.

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1. Sunday Futures Open (6 PM ET)

Note: Estimates based on Friday May 29 close, Saturday May 30 Iran/Kuwait developments, and week-end positioning. Verify live levels before trading.

Oil & Safe Havens — Sunday Opening Bias

What to watch at 6 PM ET: If WTI opens above $91 and ES opens below 7,550, the Kuwait strike is dominating Sunday pricing and the scenario shifts toward Scenario C (see below). If WTI stays below $90 and ES opens flat-to-up on DELL AI enthusiasm, the market is treating the Kuwait strike as tactical within an ongoing deal process. The single most important signal is not a market price — it is whether Trump signs the MOU before or during Sunday evening.

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2. Weekend Developments

Iran: Kuwait Missile Strike — "Egregious Ceasefire Violation" (Saturday May 30)

The most consequential weekend development: Iran's Revolutionary Guard (IRGC) fired a Fateh-110 ballistic missile at the Ali Al Salem air base in Kuwait on Saturday May 30. Kuwaiti air defenses intercepted the missile, but falling debris struck the base, injuring several American personnel and seriously damaging two MQ-9 Reaper strike drones. Bloomberg reported Americans were among the injured. The US military accused Iran of an "egregious ceasefire violation."

Hours earlier on Wednesday May 27, Iran had also deployed five attack drones posing threats in and near the Strait of Hormuz — all intercepted by US forces — which had prompted the Defense Secretary to warn that the US military is "ready to resume combat in the Gulf if needed."

Why this complicates the deal: The tentative 60-day MOU framework — confirmed by Reuters, PBS Newshour, and Al Jazeera on Thursday May 28 after Pakistan's back-channel mediation — requires formal endorsement from both President Trump and Iran's Supreme Leader. Trump called a Situation Room meeting Friday May 29 to make his "final determination." Vice President Vance stated Thursday May 28: "It's hard to say exactly when, or if, the president's going to sign the MOU. We're going back and forth on a couple of language points." The Kuwait strike arrived while Trump was deliberating — and the IRGC General Rezaei separately warned of attacks on the US naval blockade if Trump "betrays negotiations."

Market implication: Oil at $87.51 WTI / $91.37 Brent on Friday had already priced a high probability of deal completion. The Saturday Kuwait strike reintroduces genuine tail risk. A Trump rejection of the MOU following this strike sends WTI back toward $95–105; a Trump determination to sign despite the strike (treating it as a final provocation before the deal) sends WTI toward $80–85. The binary is sharper Sunday than at any point this week.

Context on the tentative deal:
- 60-day ceasefire extension + nuclear talks in Islamabad
- Hormuz reopening to commercial shipping; Iran to remove mines within 30 days
- Strait currently at 4% of pre-crisis volume (approximately 4 vessels/day vs. 95 typical)
- Nuclear enrichment terms remain contested: US demands full halt; Iran insists on rights to enrichment at some level
- Polymarket probability of a permanent US-Iran peace deal was elevated on Thursday deal news

DELL Technologies — AI Reclassification: Best Day in Company History (Friday May 29)

Dell's Q1 FY2027 report (released Thursday May 28 AH) triggered a 33% single-session surge Friday — the best single trading day in the company's nearly four-decade public-market history.

The +33% move is the market's first installment in a P/E reclassification: Dell entered the report trading at a low forward P/E — a "legacy hardware" multiple — and exited trading as an AI infrastructure company. At $16.1 billion in AI server revenue for a single quarter, Dell's annualized AI server revenue approaches $60 billion (per management guidance), comparable in quarterly revenue to some of the largest companies in the S&P 500. The closest historical analog: Amazon's AWS disclosure in 2015, when the market discovered a high-margin cloud business inside a company it had valued as a low-margin retailer.

The two-sided confirmation: NVIDIA reported $75.2B in data center revenue last week (the hyperscaler commitment from the GPU layer); Dell reported $16.1B in AI server revenue this week (the same commitment from the physical server layer). The $700B+ hyperscaler AI capex cycle is now measurable from two distinct positions in the stack.

Samsung Ships World-First HBM4E — 6 Months Ahead of Schedule (Friday May 29)

Samsung Electronics began shipping samples of its 12-layer HBM4E (7th-generation high-bandwidth memory) chips on May 29 — six months ahead of its original second-half-of-2026 target. HBM4E delivers a 20% improvement in operating speed, 9% more bandwidth, 30% more capacity, and 16% better energy efficiency versus HBM4. This preemptive delivery positions Samsung ahead of SK Hynix (expected to sample HBM4E in late 2026) in the next-generation AI memory market.

Samsung shares surged +5.84% on the news. KOSPI closed at a record 8,476.15 (+3%+), completing a ~+96–100% YTD run (roughly doubling from its January 2026 level) that makes South Korea the world's best-performing major equity market in 2026.

May 2026 Month-End: A Historic Month

The sell-in-may seasonal strategy expires today (May 31). An investor who sold equities May 1 and held cash missed a ~4.25% S&P 500 rally.

Autodesk and Okta: AI Software Stack Beat-and-Fade

ADSK Q1 FY2027 (Thu May 28 AH): Non-GAAP EPS $2.99 vs $2.84 est (+5.3%), Revenue $1.93B (+18% YoY), raised FY2027 guidance; announced MaintainX acquisition (operations platform). Stock fell despite the beat — a "sell-the-news" dynamic in a market pricing perfection at current multiples.

OKTA Q1 FY2027 (Thu May 28 AH): EPS $0.91 vs $0.85 est (+7.1% beat), Revenue $765M (+11% YoY), current RPO +12% YoY; stock +5.84% AH. Identity security spending resilient despite broader enterprise software caution.

US-China: Tariff Exclusions Extended

178 product categories had tariff exclusions confirmed through November 9, 2026 (11:59 PM ET). Treasury Secretary Bessent reiterated China has agreed not to seek further tariff increases in ongoing Section 301 negotiations. The two Section 301 investigations scheduled to conclude in summer 2026 remain on track — their outcomes will determine whether tariff stability continues or ratchets.

SOFI: First US National Bank Stablecoin Launch

SoFi Technologies launched SoFiUSD — the first stablecoin issued by a US national bank. The launch represents a regulatory milestone in US digital-asset banking and drove SOFI +13% on the week (+7.4% Friday).

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3. Asia Monday Outlook (June 1, 2026)

Asia opens Monday June 1 with two competing forces: the positive tail from Dell's AI-hardware reclassification (+33%) and Samsung's HBM4E leadership, versus the negative tail from the Saturday Kuwait missile strike and unresolved Iran MOU. June 1 is also ISM Manufacturing Day for the US — a 10 AM ET release that will provide the first May industrial read, potentially influencing Asian afternoon sessions.

The dominant June 1 Asia theme: The tension between DELL's AI-infrastructure confirmation (+33% reclassification, $24.4B AI orders backlog) and the Saturday Iran escalation (Kuwait missile strike, ceasefire violation). Samsung's HBM4E preemptive shipment is the week's most Korea-specific positive — it confirms Samsung's position as the leading AI memory supplier for the HBM4E generation and removes the SK Hynix "first-mover advantage" narrative that had weighed on Samsung through much of April–May. The KOSPI is the most AI-supply-chain-sensitive major index in the world, and Samsung's technological leadership directly determines its trajectory.

Nikkei specific: May's +11.88% gain is one of the strongest monthly performances in years, driven by lower oil (energy import relief), lower yen pressure, and AI semiconductor tailwinds for Tokyo Electron and Advantest. June opens with the same structural tailwinds but Iran risk overhead. Topix closed at a new record 3,957.17 on Friday — a structural level to monitor for Japan's broader equity market health.

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4. Saturday Weekly Follow-Up

May 28 Thursday Report — Prediction Scorecard

The May 28 ("PCE Super-Data Day") report made 10 predictions for Thursday's session. Scored against actual outcomes:

Summary: 5 CORRECT · 1 PARTIAL · 4 WRONG (10 total). Verified accuracy: 50%; with partial at half-credit: ~55%.

Key lessons: (1) GDP downward revision risk was flagged but the prediction anchored on the 2.0% consensus — a 0.4pp downward revision is meaningful and reflects cumulative tariff distortions in Q1 data that are now confirmed. Going forward: second GDP estimates should incorporate a systematic downward-revision bias during tariff-uncertainty periods. (2) COST's thin beat confirms the "priced for perfection" dynamic: at a ~52x trailing P/E premium membership club, a 0.4% EPS beat with margin caution generates no AH enthusiasm. A sub-20% beat no longer moves premium-multiple consumer staples on the upside. (3) VIX's fall below the predicted 16 floor reflects an underestimation of the dual relief signal — both PCE monthly softening AND Iran constructive deal timeline compressed fear simultaneously. Set the VIX lower-bound more conservatively when two dovish signals arrive in the same session.

Week of May 26–29 Summary

The four-day shortened week (US reopened Tuesday after Memorial Day) delivered:
- AI infrastructure confirmation from two new layers: SNOW non-GAAP EPS $0.39 vs. $0.32 est (+21.9% beat; +62.5% YoY) (data layer) + DELL +33%/AI servers +757% (server layer) — complementing NVDA's GPU-layer beat the prior week
- PCE goldilocks: Headline 3.8% YoY (highest since May 2023), Core 3.3% YoY, but monthly prints below consensus (+0.4% headline, +0.2% core) kept June FOMC "hold" at 99.9%+ probability
- Iran tentative deal: Announced Thursday AH, driving Friday's oil collapse from ~$91 to $87.51 and completing oil's worst monthly decline in 13+ months (WTI ~−16.2%, Brent ~−19%)
- Russell 2000 first-ever close above 2,900: Achieved May 27, closing at 2,936.57 Thursday (intraday high 2,942.61), closing ~2,919 Friday
- Samsung HBM4E milestone: 6 months ahead of schedule — AI memory supply chain leadership confirmed

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5. Commodities

Oil context: WTI's ~16.2% May decline is the sharpest monthly drop in 13 months — and it was almost entirely geopolitical (Iran deal pricing), not fundamental (OPEC+ production has not changed; global demand has not softened materially). The Saturday Kuwait missile strike is the most direct test of whether the Friday deal-priced oil level holds. A ceasefire violation that Trump treats as a dealbreaker sends WTI back to $98–105 within 48 hours. A Trump decision to sign despite the Kuwait strike (and demand accountability as part of the MOU) could take WTI to $80–85 by mid-week. The Hormuz at 4% of normal commercial volume means even a signed deal takes 30 days to materially restore supply — so the oil trade this week is about expectations, not physical barrels.

Gold divergence: Gold closed May at $4,539 — a modest +0.4% weekly gain in a week when risk assets surged and geopolitical risk partially unwound. The PCE floor (headline 3.8% YoY, core 3.3% YoY) is structurally supporting gold even as the Hormuz premium partially unwinds. The Saturday Kuwait strike gives gold a fresh geopolitical bid Sunday — potentially the first test of $4,600 since the May 8 peak.

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6. Monday Calendar (June 1)

Monday June 1 — US Markets Open (Regular Session)

What could move markets Monday despite a quiet macro calendar:
1. Trump signs MOU: If Trump signs the Iran 60-day ceasefire extension Sunday evening or Monday morning, oil collapses to $80–85 WTI immediately, energy sector (XLE) opens -6–9%, rate-sensitive names (XLRE, XLU) surge, and the S&P extends toward 7,650+.
2. ISM Manufacturing surprise: A print above 52 (following Chicago PMI's 62.7) would reprice Q2 2026 growth expectations higher and provide the equity multiple justification for record SPX levels despite the 1.6% Q1 GDP revision.
3. Trump rejects MOU / resumes combat: Following the Kuwait ceasefire violation, if Trump rejects the MOU and orders resumed military operations, oil surges to $95+ Brent, VIX spikes above 20, and S&P opens -2.5–3.5% below 7,500.

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7. Week Ahead (June 1–5, 2026)

The week of June 1–5 is defined by four forces in descending order of market impact: (1) the Iran MOU binary — Trump's decision on signing or rejecting the 60-day ceasefire extension following the Kuwait missile strike; (2) Broadcom's Wednesday June 3 AH earnings — the week's defining AI infrastructure print, where custom ASIC guidance above $25B would confirm the AI silicon cycle is broadening beyond NVIDIA; (3) NFP Friday June 5 — May payrolls with consensus ~93K (down from April's 115K) that sets the last major pre-FOMC labor market input before Warsh's June 16–17 debut; and (4) the SpaceX SPCX roadshow beginning June 8 — one week away, with Polymarket pricing 94% probability of completion in June.

Broadcom context: AVGO's custom AI ASIC business (generating AI-specific chips for Google's TPUs, Meta's MTIA, ByteDance, and OpenAI) is the $700B+ hyperscaler AI capex cycle's second major revenue stream after NVIDIA's GPU. DELL's $16.1B AI server quarter confirmed the physical-server layer. MRVL's record $2.418B confirmed the networking-silicon layer. If AVGO confirms custom ASIC orders above $25B and raises full-year AI revenue guidance, the three-layer AI silicon confirmation (GPU/merchant → custom ASIC → networking silicon) becomes complete — and the AI infrastructure investment thesis graduates from "early cycle" to "mid-cycle compounding."

NFP context: The May consensus of ~93K (from the Saturday weekly) is notably below April's 115K and well below the 150K+ range that characterized labor market strength through most of 2025. The labor market is clearly slowing, consistent with the savings rate falling to 2.6% (spending > income for the second consecutive month) and the GDP revision to 1.6%. A print near or below consensus would reinforce the "Warsh holds June 16–17" narrative but also introduce "July cut" pricing that would compress the real rate and provide relief to XLRE, XLU, and homebuilders. A surprise above 140K with wage acceleration (average hourly earnings > +0.4% MoM) is the week's tail risk — it would force June 17 into an active discussion of "hold or hike" and compress tech multiples at record SPX.

SpaceX SPCX approaching: Roadshow begins the week of June 8; pricing June 11; Nasdaq debut June 12. The $75–80B raise would be the largest IPO in capital markets history (exceeding Saudi Aramco's ~$29.4B in 2019). Every Nasdaq-100 ETF will be required to buy SPCX at its index-inclusion weight approximately 15 trading days after its listing (~July 6, 2026) — a forced-buy mechanical event comparable in magnitude to the largest index rebalances in history. This week's market should begin pricing that SpaceX-driven liquidity pull.

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8. Strategy Signals

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9. Scenario A / Scenario B / Scenario C

Scenario A: Trump Signs MOU + Broadcom Blowout + Solid NFP (15%)

Trump signs the Iran 60-day MOU by Tuesday June 2 — either treating the Kuwait strike as a provocation by Iranian hardliners that Iran's diplomatic track can contain, or conditioning the signature on immediate accountability measures. WTI crashes to $78–83 (confirmed supply-restoration pricing). Broadcom Wednesday reports custom ASIC AI revenue above $25B for FY2026 and raises FY2027 AI guide to $30B+ — completing the four-layer AI hardware confirmation (GPU, server, ASIC, networking). NFP Friday prints 100–120K with wage growth at +0.3% MoM — solid but not inflationary, confirming June hold.

S&P 500 extends to 7,650–7,750; 10th consecutive weekly gain. ISM Manufacturing Monday above 52 (following Chicago PMI 62.7) adds manufacturing-rebound narrative.

What changes: warflation_hedge exits fully — energy sleeve closed; geopolitical_crisis reduces defense allocation; oil_down_tech_up activates fully — jet fuel follows WTI lower, global_airlines_travel surges; high_yield_reit_bdc and utility_infra_income add on rate-relief; crisis_rotation extends to full weight; ai_infrastructure_layer + picks_and_shovels_ai remain at full weight through the AVGO confirmation. gold_bug faces dual headwinds — lower inflation expectations + risk-on = $4,400–4,450 downside; partial reduce.

Scenario B: Deal Stalls + Broadcom Beats + NFP In-Line (55% — Base Case)

Trump does not sign the MOU this week following the Kuwait strike — framing it as "Iran must cease all ceasefire violations before the US will proceed" — but the diplomatic track continues; no resumed combat. Oil stabilizes $87–95 range (partial reversal from Friday's $87.51, deal-premium partially re-inflates). Broadcom beats consensus ($2.39 EPS, $22.08B rev) and raises AI ASIC FY2026 above $22B — a solid beat but below the transformative $25B+ threshold that would trigger reclassification. NFP prints 85–105K with wage growth at +0.3% MoM — in-line, keeping June hold at 99.9%.

S&P 500 consolidates 7,540–7,620; VIX ranges 15.5–18; 10th weekly gain in progress but not guaranteed.

What to do: Hold ai_infrastructure_layer and picks_and_shovels_ai at full weight through Broadcom. Maintain warflation_hedge at 50% weight — deal direction unchanged but Kuwait escalation delays signature. pre_ipo_innovation_funds — build position this week ahead of June 8 roadshow. insider_buying_real NKE entry at $41–44. vix_spike_buyback alert at VIX 18.5 — the Iran overhead + NFP uncertainty creates the setup for a mid-week spike entry. nfp_momentum position sizing after Wednesday ADP reads; directional entry Thursday before Friday NFP.

Scenario C: Trump Rejects MOU + Broadcom Misses + NFP Shocks Below 80K (30%)

Trump rejects the MOU following the Kuwait strike, characterizing it as Iranian aggression that makes the deal untenable. US military resumes limited combat operations. WTI surges to $98–108 (Brent $104–115), completely reversing May's ~16.2% WTI / ~19% Brent decline. Broadcom reports AH Wednesday with FY2026 AI ASIC below $20B or guides cautiously, citing custom silicon order delays — breaking the AI hardware confirmation chain after DELL and MRVL. NFP Friday prints below 80K and unemployment rises to 4.4%, introducing recession language into the financial press for the first time since Q1 2026.

S&P 500 falls 3–5% from Friday close (to ~7,200–7,340); VIX spikes above 22; 9-week winning streak breaks. ISM Manufacturing Monday below 48 (manufacturing contraction confirmed) adds to the stagflation narrative.

What changes: vix_spike_buyback triggers at VIX 20+ — maximum contrarian entry; warflation_hedge restores to 100% — energy and defense full position; geopolitical_crisis fully active; bond_duration_trade maximum structural short on 10Y surging back toward 4.65–4.70%; momentum_crash_hedge activates fully — the 9-week streak is the broken trend; gold_bug surges on simultaneous war premium + inflation premium ($4,700+ target); recession_detector signals enter the conversation for the first time in 2026 as GDP 1.6% + NFP below 80K + savings rate 2.6% converge; treasury_safe if panic exceeds inflation fear (flight-to-quality bid competes with stagflation premium — net neutral-to-slightly-positive on Scenario C balance); defensive_rotation and low_vol_quality add on consumer and market stress.

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The Week Ahead in One Paragraph

Sunday opens from the month-end close of the strongest May in years — S&P at 7,580 (9th consecutive weekly gain), Dow above 51,000 for the first time, Nasdaq up 8% in May, and WTI down ~16.2% for the month on Iran peace-deal pricing — with Dell's +33% single-day AI server reclassification ($16.1B AI server revenue, +757% YoY, $24.4B orders booked) and Samsung's world-first HBM4E shipment six months ahead of schedule providing the AI-infrastructure tailwinds, against the most acute Iran development since the ceasefire began: an Iranian ballistic missile struck Ali Al Salem air base in Kuwait on Saturday May 30, injuring American personnel and destroying two MQ-9 Reaper drones, which the US military labeled an "egregious ceasefire violation" — and as of Sunday evening, Trump has still not signed the tentative 60-day MOU that Pakistan's back-channel mediation produced Thursday, leaving the Strait of Hormuz at 4% of normal commercial volume and the oil market's entire ~16.2% WTI monthly decline contingent on a signature that a Saturday missile strike now casts in genuine doubt. The week of June 1–5 is defined by four binary catalysts in descending order of market impact: Iran — Trump's signing or rejecting the MOU is worth ±$15–20/bbl WTI and ±2–4% in S&P in a single session; Broadcom — Wednesday June 3 AH is the AI infrastructure cycle's fourth-layer test (custom ASIC, serving Google/Meta/ByteDance/OpenAI) where a guide above $25B completes the full-stack confirmation that NVDA (GPU), DELL (server), and MRVL (networking silicon) have already delivered in sequence; NFP Friday June 5 — consensus ~93K (the lowest monthly payroll since the Hormuz crisis began) that is simultaneously the last free-fire Fed speaker window before Warsh's June 16–17 FOMC blackout begins June 6, making a below-80K print the week's tail risk for the hold narrative; and ISM Manufacturing Monday morning — where Chicago PMI's 62.7 blowout (highest in 37 months) creates the expectation that the national manufacturing index is returning to expansion, potentially reversing the GDP-deceleration-to-1.6% story in a single datapoint. The SpaceX SPCX roadshow begins the week of June 8 — one week away — and the $75–80B fundraise (largest IPO in capital markets history, per Polymarket at 94% probability of June completion) is now close enough that pre_ipo_innovation_funds positioning this week makes structural sense, ahead of the forced-buy mechanics at Nasdaq-100 index inclusion approximately July 6, 2026 that will generate one of the largest single-name institutional equity flows in index history. The strategic framework entering the week is built around three positions: ai_infrastructure_layer and picks_and_shovels_ai at full weight through Broadcom's Wednesday print — the AI hardware confirmation sweep has not yet included custom ASIC and the thesis remains empirically supported from three layers already; warflation_hedge at 50% with tightened stops — Kuwait ceasefire violation is real but deal direction remains constructive, making full exit premature and full restoration aggressive; and vix_spike_buyback on alert at VIX 18.5 — because a month that saw oil fall ~16–19%, VIX hit a 4-month low, and all four major indices close at all-time highs has left the market exposed to a single Turkey-style surprise that can reverse weeks of compression in a single session.

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Sources

• Stock Market Today (May 29, 2026): S&P 500 ninth consecutive week of gains at all-time highs — TheStreet
• Stock Market Today (May 29, 2026): Dow, S&P, Nasdaq cap winning month with fresh records — Yahoo Finance
• Stocks close at record highs; Nasdaq gains 8% in May — CNBC
• May 29, 2026 Stocks Futures Higher, VIX at 4-Month Low — Schwab Network
• Core inflation hit an annual rate of 3.3% in April, as expected — CNBC
• Personal Income and Outlays, April 2026 — U.S. Bureau of Economic Analysis
• April 2026 PCE Report: Americans Spent More, But Inflation Swallowed the Gains — Wichita Liberty
• GDP Second Estimate Q1 2026 Revised Down to 1.6% — Advisor Perspectives
• U.S. Q1 2026 Real GDP Growth Revised Down; Corporate Profits Slowed — Haver Analytics
• Chicago PMI surges to 62.7 in May 2026, highest in 37 months — AimsFX
• Dell shares jump 33% after AI server blowout — CNBC
• Dell Technologies jumps on Q1 results; AI server revenue +757% YoY — Seeking Alpha
• Costco Q3 2026 net sales up 11.6% to $69.2B — StockTitan
• Autodesk Q1 FY27 revenue up 18%, FY27 view raised — StockTitan
• Okta posts 11% Q1 FY27 growth and robust free cash flow — StockTitan
• Iranian Missile Strike on Kuwaiti Base Injures Americans, Damages US Drones — Bloomberg
• US military accuses Iran of ceasefire violation after Kuwait missile attack — PBS News
• Trump says he'll make "final determination" on Iran deal after Situation Room meeting — MS Now
• Trump meets team to decide on Iran deal — Axios
• US and Iran reach tentative deal but need Trump's final approval — Axios
• May 29-30, 2026 — US military ready to resume combat if needed, defense secretary warns — CNN
• 2026 Iran war ceasefire — Wikipedia
• Samsung ships world's first HBM4E 12-high samples — Seoul Economic Daily
• Samsung Electronics ships faster HBM4E chip samples; shares surge — CryptoBriefing
• Asia markets May 29, 2026: Nikkei +2.53%, KOSPI record 8,476 — CNBC
• Asian stocks surge on US-Iran deal hopes; KOSPI hits record — Invezz
• WTI crude fell to below $88, ending May down 16.2% — Investing.com / TradingEconomics
• Brent crude fell to $91.12 on May 29 — TradingEconomics
• Gold spot price closed $4,539–$4,540 on May 29 — Lines.com/TwelveData
• Bitcoin price $73,105 on May 29, 2026 — Fortune
• Treasury Yields Snapshot May 29, 2026; 10Y at 4.45% — Advisor Perspectives
• SpaceX IPO set for June 12 on Nasdaq; roadshow week of June 8 — ECIKS.org
• SpaceX IPO Guide: S-1 Breakdown, Valuation & Trading Strategy — BitMEX
• Stock market next week outlook, June 1-5, 2026 — CNBC
• Weekly earnings calendar: Broadcom, CrowdStrike in spotlight — MarketScreener
• May 2026 Market Seasonality — Would Sell in May Be a Misplay? — StoneX
• US jobs report set to reveal solid growth and steady unemployment — CryptoBriefing

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Disclaimer

This report is produced for informational and educational purposes only and does not constitute investment advice, a solicitation, or a recommendation to buy or sell any security. All data cited reflects information available as of the publication time noted above. Market conditions and geopolitical developments may change materially before or during the trading session. Futures and pre-market levels are indicative only and are not guaranteed opening prices. Past performance of any strategy referenced is not indicative of future results. All strategy links reference public AskMelon strategies; no internal hedge fund positions, paper trades, or private signals are referenced herein. Consult a qualified financial advisor before making investment decisions.