What I Am Reading
Wednesday, May 27, 2026
Markets
- Shares rise, oil falls as markets weigh shaky US-Iran truceReuters
- Treasuries Rise as Oil Prices Drop on Signs of US-Iran AccordBloomberg
- Oil plunges to $89 per barrel after Iran reports that peace deal would reopen Strait of Hormuz in 1 monthNew York Post
- Gold slips for second session as investors weigh Middle East tensionsCNBC
Central banks
- Financial Markets Underestimate Geopolitical And Fiscal Risks, ECB WarnsWall Street Journal
US
China
AI
- AI gold rush sends San Francisco rents soaringLA Times
- Investors stay calm as AI capex boom eclipses dotcom maniaReuters
- Micron Surge Shows AI Euphoria Is Entering New Stage—And That’s DangerousBarron's
- Warren Buffett sits on a record $397B in cash while Michael Burry shorts AI for $1B, betting it's 1999 all over againYahoo Finance
- Investors hunt for AI winners in small-cap US tech stocksReuters
- Robinhood Will Allow Users’ AI Agents To Trade StocksForbes