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The Week Ahead: Start with AI and might end with War Mon: * Nvidia CEO Jensen guest speaker at the Dell Technologies World annual conventio…

The Week Ahead: Start with AI and might end with War Mon: * Nvidia CEO Jensen guest speaker at the Dell Technologies World annual convention in Las Vegas Tue: * Japan Q1 GDP * Google I/O annual developer conference begins * Trump expected to hold ​a ​Situation Room meeting with his ​top national security advisers to ​discuss the ​options for military ‌action ⁠regarding Iran Wed: * Nvidia earnings * FOMC minutes: (expected hawkish bias) Thu: * Samsung Electronics labor strike, nearly 45k of Samsung’s unionized workers plan to walk off the job for 18 days. If that happens, it will be the largest work stoppage in the history of the semiconductor industry, in their pursuit of 15% of the company’s operating profit for employee bonuses * Walmart earnings Fri: * Japan April CPI * Fed’s Waller speaks on the economic outlook TBA/Whole Week: - G-7 finance ministers & central bank governors meet in Paris, with the focus on global imbalances, trade tensions and FX policy, through May 19. - AI: these models could drop this week: Opus/Sonnet 4.8 or Mythos, GPT 5.6, Gemini 3.5/3.2, some big announcements from google coming for sure at least - U.S. military preparing for possible resumption of attacks against Iran this weekened ICYMI: - DAY 80 OF WAR: SOH still effectively closed: Elevated oil prices are putting pressure on longer-dated U.S. & Japan bond yields, Cuba is running out of food and fuel. Upward pressure on bond yields is building as oil prices remain elevated after the US & Iran rejected each other’s proposals to end the conflict, dimming prospects for a near-term resolution - Trump-Xi Summit ended without any major announced as expected - Crypto: Senate Banking Committee advanced the Clarity Act, to the Senate floor with a bipartisan 15-9 vote on Thursday
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