WS #10261
No genuinely new material developments in the last 30 minutes. The Strait of Hormuz closure and diplomatic counter-signal remain the dominant themes, with no escalation or de-escalation reported. The narrative is STABLE.
Topics
Key developments
- Iran closes Strait of Hormuz; negotiating team heads to Switzerland
- Nasdaq-100 reshuffle: AI infrastructure stocks in, legacy tech out
- Ukraine drones strike Tyumen oil refinery deep inside Russia
- Japan to invest $65 billion in US small modular reactor projects
- Fed Governor Bowman spoke at private dinner after policy meeting
- SpaceX IPO up 37% in first week, fueling AI IPO anticipation
- Major banks cut gold price forecasts amid high interest rates