WS #6645
No material new developments in the last 30 minutes. The dominant themes of US-Iran tensions and AMD's earnings surge remain unchanged from the previous synthesis.
Key developments
- Trump ultimatum to Iran: accept deal or face intensified bombing; Axios reports close to one-page MOU
- Mystery trader shorts $920M crude 70 minutes before Axios scoop, profits $125M
- Kraft Heinz CEO warns of hedging against higher costs in 2027 if inflation persists
- SpaceX files plans for $55B semiconductor fab in Texas
- Morgan Stanley pilots crypto trading on E*Trade with 50bps fee
- Alcon declines 10% after Q1 revenue miss