WS #14260
The dominant Middle East conflict narrative and AI infrastructure theme remain unchanged. This window carries 7 key development(s), 5 at significance:high: Iran shifts to 'fully offensive' posture, gives US 'few weeks' to honor peace deal or face Hormuz escalation; Trump threatens to bomb Oman if it 'gets in the way' of Hormuz deal; Global bond yields hit multi-year highs as Middle East crisis fuels inflation fears; Nvidia to invest $1.5B in SB Energy, provide $105B credit for OpenAI data center in Ohio; Micron surges past $1,000 on memory supply squeeze; BofA sees EPS topping $230 by FY30. A further 2 development(s) sit below significance:high.
Topics
Key developments
- Iran shifts to 'fully offensive' posture, gives US 'few weeks' to honor peace deal or face Hormuz escalation
- Trump threatens to bomb Oman if it 'gets in the way' of Hormuz deal
- Global bond yields hit multi-year highs as Middle East crisis fuels inflation fears
- Nvidia to invest $1.5B in SB Energy, provide $105B credit for OpenAI data center in Ohio
- Micron surges past $1,000 on memory supply squeeze; BofA sees EPS topping $230 by FY30
- Berkshire Hathaway increases Alphabet stake by ~$17B and Delta Air Lines by 44%
- Kushner and Netanyahu hold productive meeting on Gaza ceasefire, but no final deal