WS #6891
No material new developments in the last 30 minutes. The dominant themes remain unchanged: Israel-Iran conflict with Strait of Hormuz risks, Dell's Trump-endorsed rally, and MP Materials' rare earth demand narrative. No counter-signals or de-escalation detected.
Key developments
- Iran prepares to assert control over underwater internet cables in Strait of Hormuz
- US and Iran may resume talks in Islamabad next week amid push for new nuclear framework
- Dell Technologies gets Trump boost, best weekly gain in two years
- Trump Media Group reports $400M loss in Q1
- MP Materials CEO: Middle East conflict accelerating demand for rare earth magnets
- Swift strikes shatter Perm refinery; Russian drone crosses into Latvia striking oil depot
- Labour MPs urge Ed Miliband to consider leadership bid after dire local election results
- WHO and CDC downplay hantavirus outbreak, threat remains low