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Source document· May 28, 2026

S&P 500 and Nasdaq 100 Post Record Highs on US-Iran Truce Reports

View original at nasdaq.com
S&P 500 and Nasdaq 100 Post Record Highs on US-Iran Truce Reports The S&P 500 Index ($SPX) (SPY) on Thursday closed up +0.58%, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +0.05%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +0.84%…
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  • Inflation is meaningfully above target, inflation expectations are rising, and the Fed should respond to higher real rates by hiking policy.

    60% confidence

  • CarGurus initiated with an overweight rating and a price target of $35.

    60% confidence

  • The impact of the Iran war will take longer to show in the labor market, and the 'second round' of the energy shock on the Eurozone will persist for a while.

    60% confidence

  • US consumer prices are still 'much too high' and bringing down inflation remains his top priority.

    60% confidence

  • Inflation is headed in the wrong direction and she would be prepared to raise interest rates if that persists.

    60% confidence

  • Trade Desk coverage reinstated with a sell recommendation and a price target of $11.

    60% confidence

Data points we hold from this source

Federal Reserve · implied rate cut probability next meeting0 percent
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A single-week cluster of large AI/fintech funding rounds (Socure, Stability AI, Emerald AI, Generalist AI, Instinct, Gatik, Regent Craft) shows venture capital still pouring into AI infrastructure, identity, and autonomy plays, while Palantir's Army TITAN contract win coincided with a 6% stock drop — signaling that even flagship AI-defense revenue isn't immune to market reassessment of AI valuations. Efficiency-focused innovations like Multiverse Computing's model compression suggest the sector is also pivoting toward cost/inference economics as capital intensity draws scrutiny.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Where sources disagree
Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
We flag conflicts openly ›
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