OPNSense1000

@JoumannaTV The Strait of Hormuz is open!😄x.com/Nostre_damus/s…

@JoumannaTV Amazing stat, despite the Iran war - the S&P 500's recovery rally is now the fastest since 1982!🤨x.com/Hedgeye/status…

@cnbcKaren Amazing stat of the day ...the S&P 500's recovery rally is now the fastest since 1982!🤨x.com/Hedgeye/status…

@AnnBerry_NYC He had to leave some time, he has a phenomenal 29 year track record.🙂

Reed Hasting’s departure from $NFLX feels like Doug McMillon’s from $WMT - getting out while on top and before AI changes their businesses in ways unforeseen

@cnbcKaren Villeroy has been Governor of the Bank of France for over ten years, a long time. I didn't realise he was stepping down in June 2026(more than a year before his second term was set to end in October 2027).🤨

ECB’s Villeroy: Must be prepared amid ‘unprecedented uncertainty’ cnb.cx/4mKiL9F

@cnbcKaren It's CNBC's birthday ...the Consumer News and Business Channel launched on April 17, 1989 with then-NBC president Bob Wright - which makes CNBC 37 years old today!😀🍾🎉

@cnbcKaren The Nasdaq has climbed 12 straight days, its longest winning streak since 2009 - despite the Iran war.🤨x.com/brewmarkets/st…

@cnbcKaren Some people will frame it as "guns vs butter", others as "peace through strength".🤨

‘Guns vs. butter’: IMF flags tough trade-offs as governments ramp up defense spending cnb.cx/4mRIPjr

@JoumannaTV I'm sure this is rational ...but in February 2026, a report from a tiny, former karaoke machine manufacturer, Algorhythm Holdings (formerly The Singing Machine Company), caused a significant downturn in logistics and trucking stocks, wiping out over $17 billion in market value!🙄

S&P has hit fresh all time high

@cnbcKaren Great panel discussion on AI ...I watched it via the IMF’s live video stream.🙂👍

@AnnBerry_NYC @rigetti Considering the limited use cases where quantum computing would actually be useful(Shor's algorithm/codebreaking being the most famous) I'm surprised at the large number of companies racing to be first.🤨

I’ve been tracking @rigetti for a while so was excited to invited CEO Dr Kulkarni to chat with me on Friday. The stock is up 30% since then …

@JoumannaTV From the FT ...Iran used a Chinese spy satellite to target US bases. The IRGC purchased a satellite, known as TEE-01B - launched by Earth Eye Co, a Chinese company that says it offers “in-orbit delivery”.🤨ft.com/content/1fddd2…

@JoumannaTV Just for the record, from CNN ...here are 53 times Trump said he’d end Ukraine war within 24 hours or before taking office.🙄edition.cnn.com/2025/04/25/pol…

Overnight news, day 47: - Trump tells Fox "War is close to over" - Trump tells NY Post talks could resume “over the next two days” in Pakistan - Ceasefire is being upheld regionally - Strait update: more than 20 commercial ships that weren’t visiting Iranian ports have transited the strait in the last day (WSJ) - CentCom: 6 merchant vessels complied with instructions to turn around & re-enter Iranian port on day1 of blockade - BBG scoop yday: Iran considering a short term pause to shipments through the strait ahead of potential next round of talks - Iranian oil sanctions waiver expires this weekend - First round of Lebanon/ Israel talks in DC took place. Israel amb to US said it 'was a productive session' . Lebanon amb emphasized need for full implemetation of Nov 24 ceasefire - Joint statement after the meeting "all sides agreed to launch direct negotiations at a mutually agreed time and venue" - Intense battles going on still in South Lebanon, particularly in Bint Jbeil Brent $94

@cnbcKaren Didn't expect you to turn up on Squawk Box Asia - you never stop working!😃👍

@cnbcKaren Looking forward to seeing this on Squawk Box, I notice your "studio" is in a new location compared to last year.😃

Pakistan is still working on diplomacy to resolve the Iran war and discussions continue with the US and Iran - Pakistan Finance Minister tells me in DC cnb.cx/4dIdlJV

@cnbcKaren You did a good job interviewing and competing with the noisy announcements over the public address system!🙂

New Zealand was already facing weak growth before the Iran conflict, RBNZ Governor Anna Breman tells me if medium term inflation expectations & wages are impacted the central bank will have to act on interest rates cnb.cx/41uC1yj

@ArjunKharpal Have you seen any Wayve cars? They have plans to launch driverless robotaxi trials in London in 2026(partnering with Uber).😐

Just spotted a Waymo in London. Waymo is now testing its driverless cars with a specialist behind the wheel. This is the next step in the company being able to offer fully autonomous vehicles this year for passengers in London

@cnbcKaren Chart from Stanford's AI Index report(released today) ... shows the number of notable AI models by geographic area. The US has 50 models, China 30, and Europe is far behind - the UK only has one model!🤨x.com/a_bergeaud/sta…

@JoumannaTV Don't know if you've seen this ...it's a useful tool for tracking the current traffic in the Strait of Hormuz - hormuztracking.com

@AnnBerry_NYC P/E factoid ...three times since 2020, Tech forward P/E hovered above 30x (red circles).😐

From Apollo: Tech Valuations Back to Pre-AI Boom Levels