ATLAS V5 Evening Report 2026-05-21 — May 21 Thu PM POST-NVDA / POWELL PIVOT SAVED TAPE / WMT-DE-INTU

Key Headlines

• May 21 Thu PM POST-NVDA
• POWELL PIVOT SAVED TAPE
• WMT-DE-INTU CARNAGE
• STARSHIP V3 SCRUBBED T-30
• IRAN HORMUZ TOLL SYSTEM YUAN/BITCOIN
• POWELL ATLANTA CORE PCE 3-MO 2.2%
• JUNE CUT ODDS 48%->84%
• SPX 7,445.72 +0.17% DOW 50,285.66 +0.55% ATH NDX +0.09% RUSSELL +0.93%
• NVDA $219.51 -1.77% 201M VOL
• WMT -7.6% $120.84 WORST SINCE 2023 FY27 EPS GUIDE MISS
• DE -7-7.5%
• INTU -20% $307.07 WORST SINCE 2003 17% WORKFORCE CUT 3000 JOBS
• 30Y 5.090% -2BP
• 10Y 4.564%
• 2Y 4.072%
• WTI $96.35 -1.9% BRENT $102.58 -2.3%
• OIL SPIKED $109 ON KHAMENEI THEN CRASHED
• IRAN: KHAMENEI FORMALLY DIRECTED 400-440KG OF 60%-ENRICHED URANIUM STAYS DIRECT REJECTION
• IRAN SIMULTANEOUSLY 'REVIEWING' US PROPOSAL
• TRUMP 'AN HOUR AWAY'
• IRAN PGSA HORMUZ TOLL $2M/VESSEL YUAN OR BITCOIN DOLLAR BYPASS
• US BOARDED M/T CELESTIAL SEA
• STARSHIP V3 SCRUBBED T-30 HYDRAULIC PIN PAD 2
• RETRY FRI 6:30PM EDT
• SPACEX S-1: ACQUIRING CURSOR $60B POST-IPO + ANTHROPIC PAYING $1.25B/MO COMPUTE = $15B ANNUALIZED
• +18,712 BTC TREASURY SPCX $75B $1.75T
• BLOOM +8-12% $2.6B NEBIUS 328 MW
• XAI/GROK 3 FED USES VS OPENAI 234 $2.47B/QTR LOSSES
• NVDA GTC TAIPEI: VERA RUBIN NVL72 10X PERF/WATT JETSON THOR GOLDEN AWARD ALPAMAYO AV ANALYST PT $275-$413
• BTC ~$77,400 +0.93% TAGGED $78,013 11PM ET WED HARD REJECTED FADED $77,545 DID NOT HOLD 78K