WS #6658
No material new developments in the last 30 minutes. The previous synthesis remains current with no counter-signals or de-escalation observed.
Key developments
- US forces disable Iranian oil tanker in Gulf of Oman; Israel strikes Beirut southern suburbs
- Anthropic signs SpaceX Colossus 1 compute deal ahead of June IPO
- Johnson Controls Q1 earnings beat with record $20B AI data center cooling backlog
- TD Cowen raises AMD price target to $500 from $290, maintains Buy
- US fuel exports hit record 8.2M bpd amid Hormuz crisis
- EU considers suspending methane emissions penalties during energy crises
- UAE condemns Iran's hostile statements, reserves all sovereign rights
- Myriad Genetics in record sell-off after Q1 miss