WS #7071
No material new developments in the last 30 minutes. The dominant narrative remains the escalating U.S.-Iran conflict with oil price surge, while UK political pressure on Starmer and corporate news (GitLab layoffs, Datadog insider sales, Hims & Hers miss) are unchanged from prior cycle. No counter-signals or de-escalation detected.
Key developments
- Trump says Iran ceasefire on 'life support' after US rejects latest proposal; oil prices rise
- Aramco CEO warns oil market recovery will take months even if flows resume; 1 billion barrels of supply wiped out
- Supreme Court allows Alabama to use congressional map with one majority-Black district, potentially netting Republicans a seat
- UK PM Starmer faces growing rebellion: 60+ Labour MPs call for resignation
- GitLab announces layoffs and restructuring to shift toward AI agents
- Datadog director files to sell $25.4M in shares
- Hims & Hers Health falls after Q1 results miss on both lines
- Trump invites Musk, Cook and top US CEOs to China this week for trade talks