BREAKING: In a "game changing" deal for AI, Nvidia is partnering with glassmaker Corning to develop 3 new advanced manufacturing facilities entirely for optical technologies. Details include: 1. The factories will lead to the creation of at least 3,000 jobs and increase Corning’s US optical manufacturing capacity by +1,000% 2. Nvidia is likely set to replace copper with Corning’s optical glass fibers in its AI rack-scale systems 3. Optical fiber allows for less signal loss than copper, making AI data centers more efficient 4. Corning, $GLW, is surging +16% on the news and Nvidia, $NVDA, is up +3% The AI Revolution is accelerating.

BREAKING: US oil prices are experiencing a sharp reversal, now up +8% in 60 minutes, as doubts grow over an Axios-reported potential deal to end the Iran War. This comes as Iran has launched a new website called the "Persian Gulf Strait Authority."

BREAKING: The US and Iran are nearing a 14-point "memorandum of understanding" to end the Iran War and set a framework for more detailed nuclear deal. The deal would include: 1. Iran committing to a moratorium on uranium enrichment 2. The US lifting its sanctions and releasing billions in frozen Iranian funds 3. Both sides lifting restrictions around transit through the Strait of Hormuz. 4. A 12-15 year duration on Iran's moratorium on uranium enrichment 5. An end to the war and the beginning of a 30-day negotiation period We expect more details on the deal shortly.