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Source document· May 28, 2026

S&P 500 and Nasdaq 100 Post Record Highs on US-Iran Truce Reports

View original at nasdaq.com
S&P 500 and Nasdaq 100 Post Record Highs on US-Iran Truce Reports The S&P 500 Index ($SPX) (SPY) on Thursday closed up +0.58%, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +0.05%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +0.84%…
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  • The impact of the Iran war will take longer to show in the labor market, and the 'second round' of the energy shock on the Eurozone will persist for a while.

    60% confidence

  • US consumer prices are still 'much too high' and bringing down inflation remains his top priority.

    60% confidence

  • Inflation is meaningfully above target, inflation expectations are rising, and the Fed should respond to higher real rates by hiking policy.

    60% confidence

  • Trade Desk coverage reinstated with a sell recommendation and a price target of $11.

    60% confidence

  • CarGurus initiated with an overweight rating and a price target of $35.

    60% confidence

  • Inflation is headed in the wrong direction and she would be prepared to raise interest rates if that persists.

    60% confidence

Data points we hold from this source

Federal Reserve · implied rate cut probability next meeting0 percent
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Enterprise software vendors are repositioning around autonomous AI agents. Salesforce is acquiring Braze, ServiceNow is launching agent governance tools (AI Passport, Super Intelligence Control Tower), SAP is pushing its 'Autonomous Enterprise', and Zeta is launching AthenaOS and its own inference model. Palantir is embedding itself in banking, aviation and sovereign AI infrastructure through partnerships with Customers Bank, Surf Air, Ondas and Armada. Governance, data sovereignty and enforced policy are emerging as preconditions for regulated sectors like finance. Investors such as Norwest see room to disrupt ERP and finance software, and they caution that AI should not be trusted with financial calculations. Consolidation and shareholder disputes (Salesforce/Braze, Tiny/Oso Cloud, ZenaTech/Boardwalktech) show the market reshaping.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
We flag conflicts openly ›
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S&P 500 and Nasdaq 100 Post Record Highs on US-Iran Truce Reports — Source | Via News | Via News