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

    60% confidence

  • 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

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

    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

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

    60% confidence

Data points we hold from this source

Federal Reserve · implied rate cut probability next meeting0 percent
Lo que sabemos · la inteligencia detrás de esta página
En vivo desde el sustrato
Lo que estamos viendo
Autumn 2026 Biopharma Catalyst Season: Late-Breaking Data, FDA Milestones and the Rise of AI-Designed Drugs
Late-September and early-October 2026 conferences (EASD, EADV, IGCS) brought a cluster of positive late-breaking trial readouts. These covered obesity and metabolic disease (Novo Nordisk's CagriSema), immunology (Lilly's EBGLYSS, tulisokibart) and oncology (Rina-S, Agenus BOT+BAL). Ahead lie hard regulatory catalysts, led by the 14 Nov 2026 FDA PDUFA date for ivonescimab. At the same time, Insilico-style AI-designed drugs such as rentosertib are showing anti-aging signals. That points to AI-driven drug discovery moving from concept toward clinical validation. Unrelated tech and regulatory items (Tesla Cybercab probe, xAI litigation, OpenAI agent incident) and the speculative QAIAx claims are peripheral to this story.
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Señales que seguimos
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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Donde las fuentes discrepan
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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