BREAKING: Vance weighing face-to-face talks with Iran’s security chief Mohsen Rezaei, with Trump’s backing, per Reuters. Iran’s FM said no such meeting is planned. Rezaei called the reports fake news.

Someone just put $36 million into $570 calls expiring February 2027, in a single giant print. 23,798 contracts, bought at the ask Volume of 23,835 vs. open interest of just 597 Breakeven: $585.19 That points to a big new bet on upside, but a few caveats: - It could be a hedge, for example protecting a short stock position or part of a larger options strategy with legs that traded elsewhere. - A single block this size is often arranged in advance between institutions, so “at the ask” says less about urgency than a string of aggressive sweeps would. - Volume far above open interest suggests new positions, but that won’t be confirmed until open interest updates tomorrow.

Nebius $NBIS reports earnings tomorrow before the open, and the stock is already up 19% today. Last 4 reports: Nov ‘25: beat, −7.0% next day Feb ‘26: miss, +1.3% May ‘26: beat, +15.7% Aug ‘26: beat, +34.1% Wall Street expects about $901M in revenue, up from $582M last quarter. Options are pricing in a 20% move.