WS #5874
No material new developments in the last 10 minutes. The previous synthesis remains current: tech rally continues, Intel surge, Google-Anthropic investment, Iran tensions with diplomatic efforts, and oil price easing. No counter-signals or new data points to report.
Key developments
- Intel surges 20% on strong Q1 earnings and supply crunch, best day since 1987
- Google to invest up to $40B in Anthropic, reinforcing AI arms race
- Meta signs multi-million chip deal with Amazon, bypassing Nvidia for AI inference
- US-Iran diplomatic talks expected in Pakistan; oil prices ease on de-escalation hopes
- Large dark pool orders: $172M IVV, $142M QQQ, $211M VT detected
- S&P 500 and Nasdaq close at record highs; Dow dips 0.16%