WS #6144
No genuinely new material developments in the last 30 minutes. The UAE OPEC exit narrative remains stable with no new corroborating or contradictory signals. The OpenAI miss and Spotify guidance are unchanged. No counter-signals or de-escalation events have emerged.
Key developments
- UAE to exit OPEC and OPEC+ effective May 1, 2026
- OpenAI missed internal revenue and user targets, sparking AI stock selloff
- Spotify Q1 subscriber guidance disappoints, stock falls 9-12%
- Trump claims Iran seeks Hormuz reopening amid 'state of collapse'; US rejects Iran's nuclear proposal
- China's NDRC blocks Meta's ~$2B Manus AI acquisition