WS #7171
No material new developments in the last 30 minutes. The dominant narrative remains the escalating US-China summit with the NVDA CEO invite, and the UAE-Iran strikes. No counter-signals or de-escalation events have emerged. The situation is stable with no new data points.
Key developments
- Trump personally calls Nvidia CEO Jensen Huang to join China trip at last minute
- Siemens launches €6B share buyback, Q2 orders rise 11%
- French unemployment jumps above 8% for first time in five years
- China's ChiNext index surges nearly 2%, breaks above 4,000
- Wix.com Q1 EPS misses by 45.6%, revenue misses