WS #6061
No genuinely new material developments in the last 10 minutes. The dominant signals from the previous window (US-Iran tensions, oil spike, Meta layoffs, Apple-Google AI deal, Organon acquisition) remain unchanged with no counter-signals or de-escalation. No new data points to report.
Key developments
- US-Iran peace talks canceled, oil spikes above $100
- China blocks Meta's $2B Manus acquisition
- Apple's Siri to use Google's Gemini AI
- Organon shares jump 15% on $11.75B acquisition by Sun Pharma
- Fed expected to hold rates steady at April 28-29 FOMC meeting
- China's DeepSeek slashes AI model prices by 75%
- UK admits underestimating AI data center emissions by over 100x
- Central banks selling gold for liquidity