IRAN DEAL CLOSE: WAR PAUSE & NUCLEAR TALKS
The White House is nearing a one-page MOU with Iran to halt fighting and start nuclear talks. Iran is expected to respond within 48 hours; no deal is final.
Core terms:
Iran: Pause enrichment, no nukes, accept UN inspections, curb underground sites.
U.S.: Ease sanctions, release frozen assets.
Both: Loosen Strait of Hormuz restrictions.
The plan would trigger a 30-day negotiation window (likely Geneva or Islamabad). Trump has paused escalation; officials caution talks remain uncertain.
🚨BREAKING: SUPER MICRO CO-FOUNDER ARRESTED FOR SMUGGLING $2.5B IN NVIDIA GPUs TO CHINA
>SMCI co-founder Yih-Shyan "Wally" Liaw arrested today
>personally holds $464 MILLION in SMCI stock
>charged with smuggling BILLIONS in Nvidia servers to china
>used a southeast asian shell company to funnel $2.5B in servers to chinese buyers
>$510 million worth shipped in just THREE WEEKS in spring 2025
>built thousands of fake dummy servers to fool U.S compliance auditors
>caught on surveillance camera using a HAIR DRYER to swap serial number stickers
>coordinated the whole thing over encrypted group chats
>SMCI down 12% after hours
>faces up to 30 years in federal prison
ITS SO OVER…
📉 KALSHI PREDICTION MARKET FOR FED DECISION TODAY PASSES $85 MILLION IN VOLUME
Lack of forward guidance in the press conference?
All analysts expect the Fed to cut by 25bp in September, with two exceptions:
🔸 Standard Chartered
🔸 Societe Generale
Markets on Kalshi are pricing the Fed’s move with near certainty:
🔸~92% odds of a 25bp cut
🔸~7% odds of a cut larger than 25bp
🔸~3% odds the Fed holds steady
https://t.co/raouV8St2w
Trump has said: I don’t mind Elon turning against me, but he should have done so months ago. This is one of the Greatest Bills ever presented to Congress. It’s a Record Cut in Expenses, $1.6 Trillion Dollars, and the Biggest Tax Cut ever given. If this Bill doesn’t pass, there will be a 68% Tax Increase, and things far worse than that. I didn’t create this mess, I’m just here to FIX IT. This puts our Country on a Path of Greatness. MAKE AMERICA GREAT AGAIN!