ATLAS V5 Morning Report 2026-05-22 — May 22 Fri AM WARSH DAY / IRAN WEEKEND / STARSHIP RETRY / WARSH 11AM

Key Headlines

• May 22 Fri AM WARSH DAY
• IRAN WEEKEND
• STARSHIP RETRY
• WARSH 11AM ET WH FIRST FED CEREMONY SINCE GREENSPAN 1987
• TRUMP 'I'LL LET HIM DO WHAT HE WANTS'
• WALLER 2PM ET + SIFMA EARLY CLOSE TIMING COLLISION
• ASIA: NIKKEI +2.68% 63,339 SOFTBANK +12% OPENAI IPO
• STOXX 600 +0.47%
• US FUTURES ES +0.3-0.4% NQ +0.4%
• SPX 8TH WEEKLY GAIN TARGET
• 10Y 4.568% -1.6BP
• 2Y 4.083%
• 30Y 5.09%
• DXY 99.09-99.29
• BRENT $104-$105 +2-2.5%
• WTI $97-$98 +1.2-2%
• KHAMENEI 440KG 60% URANIUM STAYS
• RUBIO 'SOME PROGRESS' BUT 'UNFEASIBLE IF TOLL ENFORCED'
• IRGC: 35 VESSELS HORMUZ COORD 24H
• TRUMP 'FEW DAYS' EXPIRES SUN
• NO STRIKES OVERNIGHT
• RUSSIA: ZELENSKYY DRONES SYZRAN REFINERY 800KM 2 KILLED
• ISRAEL: IDF S LEBANON 2 + TYRE HEZBOLLAH FACILITY
• NVDA $220.42 +0.41% PRE-MKT
• JENSEN: NVDA 'WORLD'S LARGEST CPU SUPPLIER 2026' AMD OVERHANG
• WMT $121 STILL WEAK
• OPENAI S-1 CONFIDENTIAL TODAY $852B-$1T SEPT TARGET
• ANTHROPIC FIRST OPERATING PROFIT Q2 $559M ON $10.9B
• SPACEX S-1 ROADSHOW JUNE 12 $1.75-$2T
• CURSOR OPTION 30-DAY POST-IPO OR SEP 30 OCT 2026 $10B BREAKUP