E466 - Stocks Rally On Hopes Iran Ceasefire Will Hold

MRKT Matrix - Thursday, April 9th

Dow rallies for a second day, turns positive for 2026 on hope Iran ceasefire will hold (CNBC) Meta commits to spending additional $21 billion with CoreWeave as AI costs keep rising (CNBC) Amazon Is Considering Selling Its AI Chips to Other Companies (Bloomberg) Why the ‘SaaSpocalypse’ doomsayers are wrong (FT) Investors sought to pull $20bn from private credit funds in first quarter (FT) The US Data Center Boom Is Hitting a Transformer Crunch (Bloomberg) OpenAI Pauses Stargate UK Data Center Citing Energy Costs (Bloomberg) Anthropic Completes Tender Offer, But Employees Hold Onto Shares (Bloomberg)

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