WS #6522
No material new developments in the last 30 minutes. The Iran-US conflict remains escalated with oil supply disruption as the dominant theme. No counter-signals or de-escalation detected. Previous high-significance developments (oil price surge, Palantir earnings, Musk settlement) remain in effect.
Key developments
- Iranian drone strike ignites major fire at UAE oil facility in Fujairah
- Oil surges to $114 Brent as Strait of Hormuz blockade intensifies
- Elon Musk settles SEC lawsuit over Twitter disclosures for $1.5M
- Palantir Q1 revenue $1.63B (+85% YoY), raises FY26 guidance to ~$7.7B
- Pinterest Q1 beats, all-time high 631M MAUs, guidance above consensus
- Amazon opens logistics network to other businesses, UPS and FedEx shares fall 9%
- Person shot by law enforcement near Washington Monument; White House locked down briefly
- Ukraine and Russia declare separate ceasefires; both sides continue strikes