The Brutalist Report

CNBC

• Broadcom agrees to expanded chip deals with Google, Anthropic [37m]
• Epstein files: Commerce Secretary Howard Lutnick set for May 6 interview by House Oversight [1h]
• Trump administration finalizes better-than-feared Medicare Advantage payment rate in boost to health insurers [1h]
• OpenAI asks California, Delaware to investigate Musk's 'anti-competitive behavior' ahead of April trial [2h]
• Upstart Wall Street research firm says it sent an analyst to Strait of Hormuz. Here’s what they learned [3h]
• S&P 500 aims to extend win streak — plus, a CFO switch at one of our key names [4h]
• No longer CEO, Warren Buffett still goes into the office daily—what to do when a former boss now reports to you, work experts say [4h]
• Average tax refund is up $350 compared to last year as IRS deadline approaches [5h]
• FDA declines to issue specific guidance on health programs' foreign drug imports [5h]
• We're booking some big profits in one stock and buying more shares in another [6h]
• CrowdStrike takes advantage of its struggling stock. Should investors also act? [6h]
• U.S. and Iran haven't backed ceasefire idea as Trump's Hormuz Strait deadline nears [7h]
• Robinhood, BNY to build Trump Accounts app [7h]
• New college graduates face a tough job market. Here’s why unemployment hits them harder [9h]
• AI may replace your financial advisor, MIT professor says — but there's one big hurdle [10h]
• JPMorgan CEO Jamie Dimon in annual letter cites risks in geopolitics, AI and private markets [12h]
• Treasury yields hold steady as traders assess mixed signals on Iran war de-escalation [13h]
• India turns to Iran for oil and gas after 7-year hiatus, signaling limits to U.S. tilt [14h]
• Trump's Iran ultimatum and signals of a possible deal keep investors on tenterhooks [16h]
• AI data center boom ‘stress tests’ insurers as private capital floods in [17h]
• Oil prices rise as Trump warns Iran to open Strait of Hormuz by Tuesday or face 'hell' [20h]
• Japan's Nikkei 225 set to fall as Trump’s Iran deadline pushes oil higher in holiday-thinned Asia [22h]