WS #12345
No material new developments in the last 30 minutes. The geopolitical situation remains escalated with no de-escalation signals. Oil prices continue elevated, and the tech narrative is unchanged. No counter-signals or new data points to report.
Topics
Key developments
- Iran suspends ceasefire MoU, Strait of Hormuz closed; tankers hit mines, Kuwait infrastructure attacked
- Apple overtakes Nvidia as world's most valuable company; TSMC record profit but stock down
- GameStop raises eBay stake to 10%, plans buyout
- NATO pledges €70 billion in military aid to Ukraine
- Apple sues OpenAI for trade secret theft; OpenAI denies