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BREAKING: The US and Iran are closing in on a deal that would extend their ceasefire by 60 days and lay the framework for discussions on Iran's nuclear program, mediators say. Details include: 1. This would include a "gradual reopening" of the Strait of Hormuz 2. It would also include a commitment to discussing the "diluting or handing over" of Iran's highly enrich uranium 3. The US would ease its blockade of the Strait of Hormuz and agree to sanctions relief 4. The US would also begin a phased unfreezing of Iran's assets Both sides are nearing a "memorandum of understanding" to extend a ceasefire.

$IBM | 250 Call Bought at 0.96~ 1004 contracts

JUST IN: AI CHIPMAKER CEREBRAS JUST PRICED ITS IPO AT $185 PER SHARE, ABOVE THE $150-$160 MARKETED RANGE The order book was oversubscribed 20+ times. The full picture, per Bloomberg: The deal: - IPO price: $185 (above the $150-$160 range, which had already been raised Monday) - 30 million shares offered (also revised higher Monday) - Total raised: ~$5.55 billion - Order book: 20x+ oversubscribed - Cerebras asked institutional investors to specify the max price they'd pay, to gauge true demand The company: - AI chipmaker positioning to challenge NVIDIA $NVDA - Amazon $AMZN said this year it plans to use Cerebras chips alongside its Trainium processors - OpenAI released its first model running on Cerebras chips in February - OpenAI holds 33.4 million warrants for Cerebras shares, with some vesting tied to compute delivery dates and Cerebras' market cap exceeding $40 billion The M&A backdrop: - Arm Holdings $ARM and majority owner SoftBank made an approach to acquire Cerebras weeks before the expected IPO

$NBIS מדווחת לפני המסחר לפי דעתי דוח טוב אבל תרד סתם מחשבה

סווטש העלו בקרוב עם הביטוי רויאל פופ בפונט של אודימר פיגה רויאל אוק וזהו, האינטרנט התרסק

בגירה | חתיכת תשקיף - חברה ביטחונית שתנסה לגייס לפי שווי של סביב ה-4.5 מיליארד ש"ח. חתמים - אי.בי.אי חיתום ולידר. ב-2025 רשמה הכנסות של כ-270 מיליון ש"ח עם רווח נקי של כ-100 מיליון ש"ח. צבר הזמנות של כ-630 מיליון ש"ח.