WS #5864

The data dump reveals several key market-moving signals. First, Nvidia's stock is heading for its first record close in six months, driven by Intel's blockbuster results, reinforcing the AI/tech rally narrative. Second, Baker Hughes stated the Strait of Hormuz will not fully reopen until H2 2026, indicating prolonged oil supply disruption. Third, Google announced a $40 billion investment in Anthropic, with $10 billion immediate, signaling continued AI capex. Fourth, X-Energy, an Amazon-backed nuclear company, raised $1.02 billion in an upsized IPO, highlighting nuclear energy interest. Fifth, Maine's governor vetoed a data center coordination council and signed a law prohibiting data centers from state tax incentives, potentially impacting data center stocks. Sixth, Brazil blocked Polymarket in a crackdown on prediction sites. Seventh, the US DOJ dropped the investigation into Fed Chair Powell, removing a political overhang. Eighth, DeepSeek announced V4, claiming to surpass Western AI models, which could pressure AI stocks. Ninth, the EU and US launched a strategic partnership on critical minerals. Tenth, European stock markets closed lower on US-Iran tensions, with oil prices falling below $94 on improved diplomatic outlook. The prevailing tech rally narrative is supported by Intel's results and Nvidia's record close, but counter-signals include the Strait of Hormuz closure and DeepSeek's competitive threat.