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Markets swing as Iran de-escalation sinks oil, lifts stocks, and reshapes rate odds

President Trump’s five-day pause on strikes against Iranian power infrastructure yanked the war premium out of crude, sending Brent and WTI sharply lower and easing inflation fears. U.S. front-end yields and Fed hike probabilities retraced, while equities rallied and gold slumped as safe‑haven demand faded. The whipsaw underscores how geopolitics are dictating cross-asset moves and policy expectations in real time.

Source: New York Times DealBook | Seeking Alpha | Seeking Alpha | Seeking Alpha


Revolut posts record £1.7B pretax profit, activates UK bank, targets U.S. charter

Revolut’s 2025 revenue jumped 46% to £4.5B and pretax profit rose 57% to £1.7B as customers reached 68.3M and business banking scaled. Its UK banking unit exited mobilization to offer FSCS‑protected deposits, and the fintech filed for a U.S. national bank charter while expanding lending and savings. The results highlight durable fee income, rising balances (£50B+), and a broadened regulatory footprint.

Source: Finance Magnates


Washington targets prediction markets; platforms tighten rules as sportsbooks rally

A bipartisan Senate bill would ban sports bets on federally regulated prediction markets, shifting such products back under state gambling oversight. Kalshi moved to preemptively bar athletes and active political candidates from related markets, and Polymarket tightened insider‑trading and manipulation safeguards. Traditional sportsbooks and listed gaming names gained on the prospect of curtailed competition.

Source: Seeking Alpha | FinanceFeeds | FinanceFeeds


Berkshire to buy $1.8B stake in Tokio Marine, deepening Japan insurance bet

Warren Buffett’s Berkshire Hathaway will acquire a stake in Tokio Marine worth roughly $1.8B, extending its long‑running expansion in Japanese financials. The move underscores Berkshire’s preference for cash‑generative, dividend‑rich insurers and adds to its portfolio of strategic holdings in Japan.

Source: Seeking Alpha


OpenAI flags reliance on Microsoft as key risk ahead of expected IPO

OpenAI warned in disclosures that heavy dependence on Microsoft for compute, infrastructure and distribution is a material business risk as it gears up for a potential public listing. The admission highlights concentration and platform risk across AI supply chains even as model demand accelerates.

Source: Seeking Alpha


NYSE Arca and NYSE American lift caps on Bitcoin/Ether ETF options, enable FLEX

Two NYSE venues removed 25,000‑contract position and exercise limits on options tied to spot Bitcoin and Ether ETFs and opened the door to FLEX contracts with customized terms. The change aligns crypto ETF options with commodity ETF treatment across major U.S. exchanges, broadening institutional hedging and structured‑product design.

Source: FinanceFeeds


Core Scientific secures $1B in credit capacity as it pivots from mining to AI compute

Core Scientific expanded short‑term credit facilities to $1B, including a new $500M JPMorgan line, to fund real‑estate, power contracts, and equipment for high‑density colocation. The financing accelerates its shift from Bitcoin mining toward AI/HPC infrastructure, leveraging existing power footprints amid surging demand for GPU‑ready capacity.

Source: Seeking Alpha | FinanceFeeds


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Business — March 24, 2026 | Briefing24