WS #6663
The dominant signal in this window is the continued de-escalation of the Iran-US conflict, with multiple sources (Reuters, WSJ, Bluesky priority posts) reporting that Trump said talks with Iran over the last 24 hours were 'very good' and that a deal is possible. This is cross-corroborated and counters the previous escalation narrative, driving oil prices to two-week lows. The narrative is DE-ESCALATING. Separately, AirAsia's record 150-plane order for Airbus A220-300s is a positive for Airbus and aerospace suppliers. On the tech side, Hut 8 and Cipher Digital stocks surged on AI data center deals, while a bearish NVDA sell alert and an overbought AMZN signal suggest caution on some MAG7 names. Russia-Ukraine: Russia threatens mass strikes on Kyiv, orders embassy evacuations; Zelensky says Russia broke ceasefire, Ukraine will respond symmetrically. The FBI raid on Virginia Senate President's office is a domestic political development with limited direct market impact.
Key developments
- Trump says Iran talks 'very good', deal possible; oil slides to two-week lows
- AirAsia orders 150 Airbus A220-300 jets in record deal
- Hut 8, Cipher Digital stocks surge on AI data center leases
- Russia threatens massive missile strike on Kyiv; Zelensky says ceasefire broken
- Musk: SpaceX will provide compute to AI companies, reserves right to reclaim