Walter Bloomberg
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NASDAQ 100 EXTENDS GAINS; LAST UP 3.04%
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VANCE CONSIDERS FACE-TO-FACE TALKS WITH IRAN'S REZAEI:WSJ
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VANCE CONSIDERS DIRECT IRAN TALKS TO END WAR

Vice President JD Vance is considering face-to-face talks with Iranian security chief Mohsen Rezaei, with Trump's backing, according to US and Middle East officials.

Doha is a possible venue, but no meeting has been scheduled.

Iran is demanding an end to the US naval blockade, access to frozen assets and sanctions relief before negotiations resume.

Mediators have proposed easing US military pressure in exchange for 25 tankers passing through the Strait of Hormuz.

Talks remain preliminary, with major disagreements unresolved.
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*TRUMP OPEN TO VANCE RESTARTING TALKS WITH IRAN : WSJ

*VANCE CONSIDERS FACE-TO-FACE TALKS WITH IRAN'S REZAEI: WSJ
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RUSSIAN DIESEL CARGOES DIVERTED FROM US TO BRAZIL

Russian diesel shipments originally destined for the US are now being offered to Brazil, according to Bloomberg.

The shift follows legal and sanctions concerns surrounding Russian tankers approaching US ports.

The tanker Leruo has already signaled Brazil as its destination, while Talisman and Agioi Fanendes have faced uncertainty over their routes.

Brazil is emerging as an alternative buyer as Russian diesel struggles to enter US ports.
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LUTNICK STALLED TRUMP'S NVIDIA–CHINA CHIP CURBS AFTER OVAL TALKS- AXIOS
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AXIOS: LUTNICK BLOCKED TRUMP'S NVIDIA–CHINA CHIP CRACKDOWN

Commerce Secretary Howard Lutnick repeatedly stalled restrictions on Nvidia ($NVDA ) chip exports to China, despite Trump approving action three times, according to Axios.

At an Oval Office meeting, Trump consulted Elon Musk, who backed tighter controls alongside Rubio, Bessent and Hegseth.

Lutnick reportedly warned the move β€œwill start a trade war with China.”

Trump ultimately ordered: β€œLet's get it done.”

Axios reports the restrictions still have not been implemented. The Commerce Department disputes parts of the account.
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US TREASURY SECRETARY MOVED TO MILITARY HOUSING AFTER IRANIAN THREATS

Treasury Secretary Scott Bessent has been relocated to temporary military housing following threats from Iran, according to Bloomberg.

Bessent is leading Washington's economic pressure campaign against Tehran, including sweeping sanctions targeting Iranian oil shipments, banks and trade networks.

The nature of the threats remains undisclosed.

The move comes as Trump pursues renewed diplomacy with Iran while maintaining the US naval blockade and economic sanctions.
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PRESIDENT TRUMP'S ENVOYS JARED KUSHNER AND STEVE WITKOFF WILL MEET WITH RUSSIAN PRESIDENT VLADIMIR PUTIN IN MOSCOW ON THURSDAY- AXIOS
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$NVDA - *JENSEN HUANG SAID TO HAVE HAD AFFAIR WITH NVIDIA EXECUTIVE: NYT
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$NVDA - *JENSEN HUANG SAID TO HAVE HAD RELATIONSHIP WITH NVIDIA EXEC:NYT

*HUANG SAID TO HAVE RELATIONSHIP WITH VP AT NVIDIA: NYT
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$MSTR - MICROSTRATEGY OFFICIALLY REMOVED FROM MSCI INDEXES STARTING END OF MONTH: FILING
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NVIDIA CEO JENSEN HUANG HAD SECOND ALLEGED AFFAIR WITH COMPANY EXECUTIVE

Nvidia ($NVDA ) CEO Jensen Huang reportedly had an extramarital relationship with Kimberly Powell, the company's VP of Healthcare, according to five former employees cited by The New York Times.

The two were reportedly seen being affectionate at Nvidia's March conference, raising potential conflict-of-interest concerns.

The allegations emerge as Nvidia's board investigates Huang's separate affair with a woman US intelligence identified as a suspected Chinese spy.

Nvidia declined to comment on the new report.
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$NVDA - NVIDIA CEO EXIT ODDS JUMP AMID NEW ALLEGATIONS

The New York Times reports a second alleged affair involving Jensen Huang and a Nvidia executive, adding to scrutiny of the CEO.

Prediction markets now price a 57% chance Huang leaves before July 2027, with 71% before 2033.

Leadership uncertainty is mounting at Nvidia.
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*NVIDIA SHARES DROP AS MUCH AS 3.1%
*HUANG SAID TO HAVE RELATIONSHIP WITH VP AT NVIDIA: NYT
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$NVDA - *NVIDIA PREPARING TO OUST NVIDIA CEO JENSEN HUANG: WSJ
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$NVDA - NVIDIA BOARD REPORTEDLY PREPARING TO OUST CEO JENSEN HUANG

Nvidia is reportedly preparing to remove founder and CEO Jensen Huang following revelations of two extramarital affairs, including one involving a suspected Chinese intelligence operative.

The board could meet as soon as today to decide Huang's future, according to people familiar with the matter.

No final decision or official announcement has been confirmed.
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$NVDA - *NVIDIA SHARES EXTEND DECLINE TO 8.5% POSTMARKET
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HUANG'S NVIDIA REIGN IN JEOPARDY AS EXIT ODDS HIT 80%

Nvidia's board could meet as soon as today to decide CEO Jensen Huang's future amid allegations involving two affairs. No decision has been confirmed.

Prediction markets now price an 80% chance Huang exits before July 2027, versus 70% before January.
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*COREWEAVE SHARES FOLLOW NVIDIA LOWER, DOWN 6%
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*COREWEAVE EYES AT LEAST $4B FROM INVESTMENT-GRADE LOAN SALE
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