15:03 (CA) Canada PM Carney: Canadian interactions with the US this week show a level, breadth of engagement that reflects the seriousness of the trade relationship11:30 (IR) US Pres Trump: Seriously considers restarting major combat ops in Iran; Doesn't have a deadline, but is close to a decision - Axios interview12:35 AMD TTN Summary AMD Keynote: Helios in "Full production" We're still in the very early innings for what's possible with AI tech; Demand for AI processing curb continues to steepen - Keynote14:37 SMCI Introduces H15 server portfolio with 6th Gen AMD EPYC 9006 CPUs; 1.7X generational CPU performance improvement13:34 CBRS CEO appearing at AMD event announces new partnership; To offer a combined product for fast inference via Cerebras cloud service; Available through Cerebras Cloud in H2 202613:34 CA.FR 12:15 ET earnings call: Affirms FY26 operating-margin expansion of at least 25 bps and €1B of cost savings (€490M achieved in H1); H2 acceleration should come from Cora/Match earnings recovery, improving Argentina, further Brazil savings and normalization of Global Functions costs.
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15:03(CA) Canada PM Carney: Canadian interactions with the US this week show a level, breadth of engagement that reflects the seriousness of the trade relationship
11:30(IR) US Pres Trump: Seriously considers restarting major combat ops in Iran; Doesn't have a deadline, but is close to a decision - Axios interview
12:35AMD TTN Summary AMD Keynote: Helios in "Full production" We're still in the very early innings for what's possible with AI tech; Demand for AI processing curb continues to steepen - Keynote
14:37SMCI Introduces H15 server portfolio with 6th Gen AMD EPYC 9006 CPUs; 1.7X generational CPU performance improvement
13:34CBRS CEO appearing at AMD event announces new partnership; To offer a combined product for fast inference via Cerebras cloud service; Available through Cerebras Cloud in H2 2026
13:34CA.FR 12:15 ET earnings call: Affirms FY26 operating-margin expansion of at least 25 bps and €1B of cost savings (€490M achieved in H1); H2 acceleration should come from Cora/Match earnings recovery, improving Argentina, further Brazil savings and normalization of Global Functions costs.

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EUR/USD1.16(1.71%)
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12:24 (US) Market Trading Hours Summary: As expected, Dec PCE runs hotter than CPI, Q4 GDP impacted by shutdown; Supreme Court strikes down IEEPA tariff powers
S&P 5007430.5 0.91%EUR/USD1.16 1.71%USD/JPY159.03 2.46%GBP/USD1.34 0.35%OIL--Gold4047.6 16.04%