WS #6920
No material new developments in the last 30 minutes. The dominant themes remain unchanged: Iran-US confrontation continues to escalate with Strait of Hormuz disruption, Ukraine ceasefire hopes persist, and NVDA partnership with IREN is ongoing. No counter-signals or new data points to report.
Key developments
- Zero vessel transits through Strait of Hormuz for third consecutive day
- Putin claims Ukraine operation 'coming to an end', signals willingness to meet Zelensky
- Gold-backed ETFs surge $6.6B in April inflows, reversing March outflows
- NVDA announces strategic partnership with IREN for AI infrastructure
- ByteDance increases AI capex forecast by 25% to $29.4B for 2026