WS #5967
No genuinely new market-moving developments in the last 10 minutes. The dominant narrative remains unchanged: Iran-US conflict, energy disruption, and market resilience persist. No counter-signals or de-escalation detected. All items in this window are noise or reiterations of previously reported themes.
Key developments
- Amazon invests up to $25B more in Anthropic, securing $100B AWS commitment
- S&P 500 hits record high, adding $7.6 trillion in market cap
- Spain's electricity costs rise over €600 million due to gas 'shield' measures
- EU countries still withdrawing gas from storage despite end of heating season
- Reliance Industries Q4 profit dips 8.9% amid energy headwinds, but FY26 revenue record
- US sanctions Chinese 'teapot' refinery for buying Iranian oil
- Brazil's Lula proposes Petrobras-Pemex deepwater partnership in Gulf of Mexico
- Bitcoin holds at $78K with ARK Invest raising bull case to $2.4M by 2030