WS #6034
No material new developments in the last 10 minutes. The geopolitical situation remains unchanged from the previous window: Iran talks stalled, White House shooting contained, Israel-Hezbollah ceasefire fragile. No counter-signals or new data points to report.
Key developments
- Iran-US Talks Stalled, Oil Prices Surge ~2% Above $96/bbl
- White House Correspondents' Dinner Shooting: Trump Evacuated, Suspect Had Manifesto
- Key Senator Tillis Drops Opposition to Trump's Fed Nominee Kevin Warsh
- Stanford Report: China Overtakes US in AI Patents and Adoption
- Anthropic and Amazon Expand AI Partnership to 5 GW Compute Capacity