WS #6115
No material new developments in the last 30 minutes. The Iran-US conflict remains the dominant theme with no new de-escalation signals. Oil prices and geopolitical tensions persist at elevated levels. No counter-signals or non-dominant-narrative developments detected.
Key developments
- Iran offers to reopen Strait of Hormuz if US lifts blockade and ends war; US rejects conditional terms
- Ukraine intensifies long-range strikes on Russian oil refineries, destroying 24 tanks in Tuapse
- Nvidia (NVDA) market cap surpasses $5.3 trillion, hitting new all-time high
- China blocks Meta's $2 billion acquisition of AI startup Manus
- Polaris (PII) beats Q1 estimates, raises FY2026 guidance
- Suspect charged with attempted assassination of Trump at White House Correspondents' dinner
- Jim Cramer warns IPO wave from OpenAI, SpaceX, Anthropic could drain market liquidity
- Microsoft and OpenAI restructure partnership, ending exclusivity