BREAKING : US President Donald Trump suggested that a deal could be signed as early as this weekend, stating that negotiations had reached the highest levels of Iran's leadership and had gained support from regional powers. 🔗 Read the full update here: share-talk.com/what-happened…

London markets are poised for a positive start on Friday after easing geopolitical tensions in the Middle East lifted global investor sentiment and pushed oil prices sharply lower. Futures indicate the FTSE 100 will open around 81 points higher, extending Thursday’s gains after the index closed at 10,303.88. 🔗 Read the full update here: share-talk.com/ftse-100-set-…

Grab a ☕️ @ZaksTradersCafe takes a charting look at some of the closely followed Small-Caps on the London Stock Exchange 📊 Thursday 11th June 2026 #FTSE100 #DAX #DJI #BTC #ETH #Gold #WTI #AFP #CLCO #ALRT #EST #FTC #FPP #FCM #HALO #MAC #RCGH #SSIT #CHSS share-talk.com/traders-cafe-…

ACFMorningMeeting - Spaced Race. SpaceX $SPCX starts trading today after the biggest IPO ever, raising $75bn at $135/share and a $1.77trkn valuation, while Trump’s Iran peace-deal tease has crushed oil to two-month lows. Asia ripped, Europe opened strongly, and whilst this is still hope and SpaceX IPO excitement, it is not peace in the bank (yet, notwithstanding breaking news). Opens - Europe / UK - sharpkly firmer indicated. USA ftrs ve after Wall St rally. Asia strong, led by Korea and Japan. $STOXX $FTSE $FTMC $DAX $CAC $DJI $GSPC $IXIC Stock Watch - SpaceX $SPCX is the market event. Tesla $TSLA and Alphabet $GOOG watch for read-across / ownership optics. AI and IPO animal spirits are alive, but flag rotation risk for yourself as investors make room for $SPCX. Healthcare still has a live UK angle: Spire $SPI deadline extended and GSK $GSK still digesting Nuvalent $NUVL. Commods - Brent $88.3 bbl, WTI $85.8 bbl, GOLD spot $4,182 toz. COPPER $6.35 lb, still rich. COCOA $3,798 MT, still heavy. Data Focus - UK GDP -0.1% in April, but 0.7% over three months, Keir Starmer UK defence credibility crisis, probably is the last stumble. Michigan sentiment later. Today’s real equation: SpaceX animal spirits plus oil relief versus whether the Iran deal is actually real. ACFView. @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta

ACFMarketWrap: Markets shake off rate fears, but geopolitics keeps traders on edge - US equities bounced from one-month lows, with the S&P 500, Dow and Nasdaq ~( 0.45%) as strength in tech offset concerns over higher rates. Fresh PPI data signalled accelerating price pressures in May, reinforcing expectations that the Fed could still hike this year, while President Trump said the US will resume strikes on Iran tonight and target Kharg Island, raising the stakes in the Middle East. AI-linked infrastructure names remained resilient as anticipation builds ahead of the SpaceX IPO, highlighting continued hyperscalers’ spending on compute capacity. $INTC surged 9% after a BofA upgrade tied to strong CPU demand, while $ORCL tumbled 12% as investors reacted to plans for increased borrowing to fund data centre expansion despite flat sales. The Mag 7 were mixed: $TSLA ( 1.17%), $NVDA ( 0.15%), $AMZN (-0.34%), $GOOG (-2.38%), $META (-1.78%), $AAPL ( 0.01%) and $MSFT (-2.39%). In Europe, investors digested escalating US-Iran tensions and an ECB rate hike @ 2.4% (vs 2.15% prev.) alongside higher inflation forecasts and weaker growth projections. $SAP (-4.5%) remained under pressure, $DTE.DE (-3.0%) on a potential combination with $TMUS ( 0.8%). Energy and utilities outperformed, led by $ENR.DE ( 6.0%) and $BAYN.DE ( 1.19%). $SAP (-4.5%) remained under pressure, while chipmakers outperformed with $ASML ( 5%), $IFX.DE ( 2.6%) and $STM ( 5.9%) advancing on continued AI optimism. Luxury names also found buyers, with $MC ( 1.5%) higher and $BOSS.DE ( 9%) surging after major shareholder $FRAS.L launched a $2bn takeover bid. FTSE 100 0.7% Next in focus: UK GDP ACFview @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta

Quantum Data Energy (QDE.L) has taken a major step toward resolving the uncertainty created by Crowe’s last-minute resignation. Parker Russell UK LLP is now appointed, the FY25 audit has restarted, and the path toward results publication and trading restoration is back in motion. No public s519 explanation, no evidence of operational deterioration, and no change to underlying fundamentals—attention now turns to audit completion and readmission to market. Read our flash note here   bit.ly/QDE-FlashNote-AuditBa… @nexteraenergy @EnelGroup @DukeEnergy @iberdrola @GEVernova @acwapower_en  @FirstSolar @Sungrow_Power @MastPlc. $NEE $ENEL $DUK $IBE.MC $GEV $FSLR $TSLA $BYDDY $PSNY $XPEV $RIVN $LI $VFS $NIO $NOU $SYR $SVM $RNU $NVDA $PLTR $MSFT $META @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta

ACFMorningMeeting - 'Now you see it...no you don't' - Global magic show hides the peace rabbit again. Fresh U.S.-Iran strikes push oil back up, Asia takes another bruising, and Europe opens into a market that wants less risk, more liquidity and fewer 'promises'. AI is still able to pose as a long-term bid, but this morning geopolitics is naturally enough the dominant part of the tape's equation. Opens - Europe / UK - weaker tone. USA ftrs softer. Asia hit hard, led by Korea and tech. $STOXX $FTSE $FTMC $DAX $CAC $DJI $GSPC $IXIC Stock Watch - Watch the AI complex for whether buyers defend the theme after another ugly Asia session. In Europe, banks and defensives may hold up better than cyclicals if the oil/dollar squeeze persists. Healthcare stays live in the wake and wash of the GSK $GSK’s $10bn cash Nuvalent $NUVL deal put pipeline M&A back on the screen. $NVDA $AMD $TSM $ASML $GSK Commods - Brent $92.1 bbl, $WTI $88.8 bbl, GOLD $4,205 toz. COPPER $6.2 lb area, still rich but off the highs. COCOA around $3.7k MT, still a reset trade not a squeeze trade. Data Focus - U.S. CPI is the next macro hurdle, but today the market is trading strikes, stockpiles and whether Hormuz gets any closer to normal. ACFView @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta

Grab a ☕️ @ZaksTradersCafe takes a charting look at some of the closely followed Small-Caps on the London Stock Exchange 📊 Wednesday 10th June 2026 #FTSE100 #DAX #DJI #BTC #ETH #Gold #WTI #ARCM #BEM #BKS #DGQ #ALRT #DIAL #EGT #FPP #MPAL #MET share-talk.com/traders-cafe-…

@PoolbegPharma (AIM #POLB) Two posters highlighting POLB 001 pre-clinical data will be presented at the 2026 European Hematology Association Congress in Stockholm, Sweden.  🔵 Poster 1 – focusing on the in vitro and in vivo effects of POLB 001 on CRS and T cell phenotype and function by Poolbeg Pharma 🔵 Poster 2 - the potential for POLB 001 to improve outcomes for elderly Acute Myeloid Leukemia (AML) patients by The University of Manchester The posters highlight POLB 001's potential in CRS prevention and ability to enhance AML treatment in elderly patients, potentially expanding into a new indication. 🔗 Read the full update here: share-talk.com/poolbeg-pharm…

If it wasn't for open-weight models, the large AI companies would already have full control. It would be 100% opaque and gatekept. Fable 5 is a preview of that incredibly dystopian future. It becomes reality if open-weight models do not continue to advance. It's also a dangerous future for national security. To let a handful of companies completely control AI. We can't let that happen.

ACFMarketMeeting: Risk-off tone grips markets - AI valuation concerns sparked another wave of selling across tech, pushing US and European equities lower as investors weighed softer-than-feared inflation data against rising oil prices and escalating US-Iran tensions. The S&P 500 ▼ 0.89%, the Nasdaq ▼ 1.35% and the Dow ▼280 points, with $NVDA (-2.4%), $AVGO (-3.9%), $MU (-3.5%) and $ORCL (-2.4%) among the notable laggards. The Mag 7 were broadly weaker, with $TSLA (-2.96%), $AMZN (-1.81%), $GOOG (-0.34%), $META (-1.33%), $AAPL (-0.13%) and $MSFT (-0.11%) all trading in the red. While May CPI ▲ 4.2% y/y as expct and core CPI ▲ just 0.2% m/m, helping ease concerns that higher energy costs are spreading through the economy, markets continue to fully price in a 25bp Fed rate hike in December. In Germany, the DAX ▼ below 24,270 to its lowest level since mid-May, led lower by $SAP (-5.0%), while $DTE ( 1.4%), $FRE ( 1.4%) and $ADS ( 1.3%) bucked the trend. Energy stocks outperformed as $WTI climbed to $90.34/bbl following a larger-than-expected 7.228m barrel draw in US crude inventories, extending a seven-week streak of declines. FTSE 100 0.27%. Next in focus: ECB Interest Rate Decision📈 ACFview @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta

ACFMorningMeeting - 'Now you see it...no you don't' - Global magic show hides the peace rabbit again. Fresh U.S.-Iran strikes push oil back up, Asia takes another bruising, and Europe opens into a market that wants less risk, more liquidity and fewer 'promises'. AI is still able to pose as a long-term bid, but this morning geopolitics is naturally enough the dominant part of the tape's equation. Opens - Europe / UK - weaker tone. USA ftrs softer. Asia hit hard, led by Korea and tech. $STOXX $FTSE $FTMC $DAX $CAC $DJI $GSPC $IXIC Stock Watch - Watch the AI complex for whether buyers defend the theme after another ugly Asia session. In Europe, banks and defensives may hold up better than cyclicals if the oil/dollar squeeze persists. Healthcare stays live in the wake and wash of the GSK $GSK’s $10bn cash Nuvalent $NUVL deal put pipeline M&A back on the screen. $NVDA $AMD $TSM $ASML $GSK Commods - Brent $92.1 bbl, $WTI $88.8 bbl, GOLD $4,205 toz. COPPER $6.2 lb area, still rich but off the highs. COCOA around $3.7k MT, still a reset trade not a squeeze trade. Data Focus - U.S. CPI is the next macro hurdle, but today the market is trading strikes, stockpiles and whether Hormuz gets any closer to normal. ACFView @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta

Given we are going to be treated to one of the greatest IPOs in history in the same sector that @seraphim_space occupies, the timing of the latest RNS could not have been better. Indeed, inclusion in the FTSE 250 index also underlines how hot this area is currently, with #SSIT being a leading proxy. share-talk.com/rns-hotlist-w… @ZaksTradersCafe

Iran War situation continues to escalate overnight with back-and-forth attacks between the US and Iran. The idea that we'll see any "deal" or meaningful peace talks get farther and farther away the more this continues. Unfortunately this is going to start to cause global supply chain shortages later this summer in a number of key areas.