WS #7214
No material new developments in the last 30 minutes. The dominant Iran oil crisis narrative remains stable with no counter-signals or de-escalation. No new data points or cross-source corroboration emerged to alter the previous assessment.
Key developments
- Iran maintains high alert, Hormuz flows down 6M bpd in Q1, DOJ probes suspicious oil trading
- Trump-Xi summit: 86% chance of Boeing aircraft purchase, 81% chance of tariff truce extension; China may demand Taiwan concessions
- Fervo Energy IPO pops 33%, market cap exceeds $10B on AI data center demand
- Culper Research issues short report on Nvidia; Nvidia market cap surpasses India's GDP
- 30-year Treasury yields hit 5% for first time since 2007; Kashkari says Iran conflict 'upended' inflation
- Senate rejects war powers resolution on Iran for seventh time, signaling sustained US military commitment
- Broadcom options show bullish activity ahead of earnings; Broadcom now larger than two Mag7 stocks
- Ford surges on Morgan Stanley bullish call on energy storage business