WS #7028
No material new developments in the last 30 minutes. The US-Iran tensions narrative remains dominant and unchanged, with no counter-signals or de-escalation reported. No new company-specific catalysts or macro data points have emerged. The situation is STABLE relative to the previous synthesis.
Key developments
- Trump rejects Iran's peace proposal as 'totally unacceptable'
- Iran deploys submarines in Strait of Hormuz, escalating oil route risk
- Deutsche Bank warns markets on 'knife-edge' as long as Hormuz remains closed
- Monday.com Q1 earnings beat: EPS $1.15 vs $0.93, revenue $351M vs $339M
- Barrick Gold beats Q1 estimates with 180% earnings growth and $3B buyback
- BridgeBio presents positive Phase 3 data for acoramidis in ATTR-CM
- Broadcom secures record $35B AI financing from private credit
- IREN slides on $2B convertible notes offering