WS #10784
No material new developments in the last 30 minutes. The dominant narrative remains unchanged: oil supply crisis de-escalation continues, trade war risks from Trump's tariff threats persist, and tech sector faces mixed signals from Amazon's AI price hike and Meta's capex concerns. No new counter-signals or non-dominant-narrative developments have emerged.
Topics
Key developments
- Trump threatens 100% tariffs on countries with digital services taxes
- Israel and Lebanon sign US-brokered framework agreement in Washington
- Amazon raises AI cloud prices on AWS by 20%
- Dark pool order of 1.3M NVDA shares at $194.97
- Strait of Hormuz traffic improves, oil on track for weekly losses of ~10%