WS #11665
No material new developments in the last 30 minutes. The US-Iran ceasefire collapse narrative remains dominant with no counter-signals or de-escalation. The AI and energy supply themes are unchanged from the previous synthesis.
Topics
Key developments
- Trump declares US-Iran ceasefire 'over' after mutual strikes; oil surges 7%+
- Iran threatens NPT withdrawal and Hormuz closure if US attacks again
- OpenAI launches GPT-Live-1 voice models; BofA extends $520M loan ahead of IPO
- Russia bans diesel exports after Ukrainian drone strikes on refineries
- TJX Q1 FY27: Sales +9%, EPS +29%, $490M tariff refund pending
- Nvidia trades at 15x forward EBITDA, BofA reiterates $350 PT as 'compelling value'