ATLAS V5 Morning Report 2026-05-19 — May 19 Tue AM TWO HUGE OVERNIGHT EVENTS / TRUMP CALLED OFF TUE IRAN

Key Headlines

• May 19 Tue AM TWO HUGE OVERNIGHT EVENTS
• TRUMP CALLED OFF TUE IRAN STRIKE AT QATAR EMIR + SAUDI MBS + UAE REQUEST CITING SERIOUS NEGOTIATIONS
• OIL DROPPED $2 INSTANTLY $108.83 SETTLED $107.25
• IRAN DENIED ANY TALKS
• STRATEGY 8-K MON CONFIRMED 24,869 BTC AT $80,985 AVG $2.01B BIG DOT ENERGY
• TOTAL 843,738 BTC
• IMMEDIATELY $106M UNDERWATER AT $76,700 SPOT
• MSTR CRATERED -9.45% MON $163.35
• MUSK V ALTMAN OPENAI WINS UNANIMOUS JURY <2HRS STATUTE LIMITATIONS
• OPENAI IPO PATH CLEAN ~$1T VALUATION
• WARSH SWEARING-IN CONFIRMED FRI MAY 22 WHITE HOUSE TRUMP HOSTS
• POWELL CHAIR PRO TEMPORE THRU FRI
• PANW Q3 MOVED JUNE 2 AMC NOT TONIGHT
• HD BEAT $3.43 VS $3.42
• $41.77B VS $41.59B
• FY OUTLOOK INTACT
• TGT LOW WED BMO NOT TUE
• S&P MON 7,403.05 -0.1%
• NASDAQ 26,090.73 -0.5%
• DOW 49,540 +0.3%
• 10Y 4.59% PULLED FROM 4.63%
• 30Y 5.10-5.12% 2ND DAY 5%+
• VIX CASH 18.44
• VX MAY FUT 22.76 EXPIRES TODAY 4.3PT SPREAD
• DXY 99.04
• USD/JPY 159.08
• JGB 10Y 2.73%
• WTI $108.03 SETTLED $107.25
• BRENT $110.51
• GOLD $4,461 +$79