WS #6688
No material new developments in the last 30 minutes. The dominant narrative remains the US-Iran peace deal optimism, with no new corroborating or contradicting signals. The previous synthesis covers all relevant market-moving information.
Key developments
- Japan's Nikkei surges past 62,000 for first time on earnings and Mideast optimism
- US strikes Iranian-flagged oil tanker amid fresh ultimatum to Tehran
- Israeli airstrike on Beirut kills Radwan Force commander
- CDC monitoring hantavirus infections on Dutch cruise ship; risk to US public extremely low
- Alphabet's $190B AI infrastructure bet; Google Cloud backlog doubles to $462B
- Volkswagen purchases $999.9M worth of Rivian shares, indicating strong confidence