It will take 4 months for Hormuz flows to recover to 80% of prewar levels, says RBC’s Helima Croft

Market trend is still bullish but momentum is lagging: Renaissance Macro’s Jeff deGraaf

Don’t be overly optimistic about China’s benefits from the U.S. and Russia summits: Deutsche Bank

SpaceX IPO reveals massive AI ambitions and race for orbital dominance

Wolfe’s Chris Caso breaks down Nvidia’s Q1 results