WS #6729
No material new developments in the last 30 minutes. The Iran-Strait of Hormuz conflict narrative remains stable with de-escalation signals, and no new counter-signals or non-dominant-narrative developments have emerged.
Key developments
- Trump plans to invite Nvidia, Apple, Exxon, Boeing CEOs on China trip
- US pushing Israeli de-escalation; House bill to wind down Iran war; oil prices extend drop
- AWS launches AI agent payment rails with Coinbase and Stripe
- SoftBank in talks with Nvidia to build made-in-Japan AI servers
- Paul Tudor Jones says AI bull market has plenty of room left
- HawkEye 360 opens 30% above IPO price; Suja Life sinks 14% post-IPO