WS #6165
No material new developments in the last 30 minutes. The dominant narratives remain unchanged: UAE's OPEC exit, Iran war/Strait of Hormuz blockade, OpenAI on AWS, and AI infrastructure selloff. No counter-signals or de-escalation detected.
Key developments
- UAE exits OPEC effective May 1, 2026
- OpenAI models now available on AWS, ending Microsoft exclusivity
- OpenAI reportedly missed revenue targets, sparking AI infrastructure spending fears
- US gas prices hit 4-year high at $4.18/gallon
- Pentagon signs secret AI deal with Google