Defense Contractors Print the War Into the Tape
Before Washington removed the ceasefire deadline, RTX and GE printed demand curves that already priced conflict as durable operating reality.
Economy
Tesla Q1 Tonight Into a Siege Priced War and Terafab Silence
Tesla's Q1 was scheduled to print at 4:30 PM CT, with investors focused on inventory overhang, margin defense, and whether Terafab spending finally gets named.
IBM Q1 Tests Twelve Five Billion GenAI Book at Peace Priced Multiple
IBM's Q1 was scheduled for 5 PM ET Wednesday, with the central question whether booked GenAI demand converts into durable margin and cash narrative.
Brent Prints Ninety Eight on the Day the Clock Was Supposed to Hit Zero
Brent's move toward $98 reframed the market question from war restart risk to blockade duration risk after Washington removed the formal deadline.
Bessent Names the Blockade a Doctrine as Kharg Storage Clock Runs Days
The Treasury stopped calling it sanctions enforcement and started calling it economic fury — with a countdown measured in barrels.
Delhi Reads the Blockade as Doctrine and Buys Russian Crude Above Two Million Barrels a Day
With Trump's clock gone and Bessent's siege named, India's April Russian imports run above 2 million bpd at a $5-$7 Brent premium and Reliance has queued Iranian cargoes pending Delhi's nod.