WS #5735
No genuinely new market-moving developments detected in the last 10 minutes. The previous synthesis remains current.
Key developments
- Trump announces end to Iran military operations by May 31; 34 tankers bypass blockade
- STMicroelectronics Q1 revenue up 23%, Q2 guidance 8% above consensus
- Eurozone composite PMI flash at 48.6 vs 50.1 expected, contraction deepens
- Tesla raises 2026 capex to $25B for AI, robots, and semiconductors; stock down 2.4% after-hours
- Pentagon estimates clearing Iranian mines from Strait of Hormuz could take six months